DMXF vs SCHD
iShares ESG Advanced MSCI EAFE ETF vs Schwab US Dividend Equity ETF
Which is better, DMXF or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. DMXF led over 3Y, SCHD over 1Y, 5Y and the full window. DMXF is less concentrated, with 22.1% of the fund in its ten largest positions against 41.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DMXF | SCHD |
|---|---|---|
| Expense Ratio | 0.12% | 0.06%Best |
| AUM | $950M | $112.1B |
| Dividend Yield | 4.09% | 3.00% |
| Holdings | 423 | 103 |
| YTD Return | +13.33% | +24.59%Best |
| 1Y Return | +18.74% | +28.14%Best |
| 3Y Return (annualized) | +18.18%Best | +15.58% |
| 5Y Return (annualized) | +7.57% | +9.90%Best |
| Volatility (annualized) | 15.9% | 15.1%Best |
| Max Drawdown | -34.5% | -16.9%Best |
| $10,000 over 5 years | $14,403 | $16,032Best |
| Top 10 Weight | 22.1%Best | 41.8% |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jun 16, 2020 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Jun 18, 2020 to Sep 10, 2026 (6.2 years).
DMXF vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.2 years both funds cover.
DMXF vs SCHD Performance
iShares ESG Advanced MSCI EAFE ETF (DMXF) is an ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year DMXF returned +18.74% while SCHD returned +28.14%. Year to date, DMXF is up 13.33% versus a gain of 24.59% for SCHD.
Over three years, DMXF compounded at +18.18% per year against +15.58% for SCHD; over five years the annualized figures are +7.57% and +9.90% respectively. Across the full 6-year window we track, SCHD has the edge at +14.47% annualized vs +11.89%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DMXF has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 15.1% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -34.5% for DMXF and -16.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DMXF charges 0.12% per year while SCHD charges 0.06%. On a $10,000 position that is $12 vs $6 annually, a gap of $6 per year that compounds over a long holding period. On income, DMXF currently yields 4.09% against 3.00% for SCHD.
Holdings Overlap
0.2% of DMXF's money is in holdings SCHD also owns. 4.8% of SCHD's money is in holdings DMXF also owns.
SCHD and DMXF share little of their money.
1 positions in common, counted across the 403 positions we hold weights for in DMXF and 100 in SCHD, against full books of 423 and 103.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for DMXF (95.2% of the fund), and 8 for DMXF that do not appear in SCHD (2.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in DMXF | Weight in SCHD | Difference |
|---|---|---|---|
| MRKMerck & Co. Inc. | 0.19% | 4.77% | 4.58% |
You are not choosing between two funds in isolation.
Whichever of DMXF and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DMXF or SCHD?
DMXF has an expense ratio of 0.12% while SCHD charges 0.06%. SCHD is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, DMXF or SCHD?
Over the past year DMXF returned +18.74% vs +28.14% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), DMXF annualized +11.89% vs +14.47% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DMXF or SCHD?
DMXF has been the more volatile fund at 15.9% annualized versus 15.1% for SCHD. Worst drawdown: DMXF -34.5% vs SCHD -16.9%.
Should I hold both DMXF and SCHD?
DMXF and SCHD have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between DMXF and SCHD?
4.8% of SCHD's money is in holdings DMXF also owns. 4.8% of SCHD's is in holdings DMXF also owns. They hold 1 positions in common, counted across the 403 positions we hold weights for in DMXF and 100 in SCHD.
Which pays a higher dividend, DMXF or SCHD?
DMXF yields 4.09% while SCHD yields 3.00%, so DMXF currently pays the higher dividend yield.
Is SCHD better than DMXF?
SCHD has a lower expense ratio. DMXF led over 3Y, SCHD over 1Y, 5Y and the full window. DMXF is less concentrated, with 22.1% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.