DVXB vs SCHD
WEBs Materials XLB Defined Volatility ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. DVXB delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | DVXB | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.06% | |
| AUM | $280,183 | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 4 | 104 | |
| YTD Return | +21.08% | +25.62% | |
| 1Y Return | +33.50% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 29.3% | 13.6% | |
| Max Drawdown | -19.8% | -33.4% | |
| Fund Family | WEBs Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 22, 2025 | Oct 20, 2011 |
DVXB vs SCHD Performance
WEBs Materials XLB Defined Volatility ETF (DVXB) is a ETF from WEBs Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DVXB returned +33.50% while SCHD returned +32.62%. Year to date, DVXB is up 21.08% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
DVXB has been the more volatile fund, with annualized monthly volatility of 29.3% compared with 13.6% 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 -19.8% for DVXB and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DVXB charges 0.89% per year while SCHD charges 0.06%. On a $10,000 position that is $89 vs $6 annually, a gap of $83 per year that compounds over a long holding period. On income, DVXB currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
DVXB and SCHD share 0 holdings out of 101 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DVXB or SCHD?
DVXB has an expense ratio of 0.89% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $83 per year of difference.
Which performed better, DVXB or SCHD?
Over the past year DVXB returned +33.50% vs +32.62% for SCHD, so DVXB leads on 1-year performance. Over the longest common window we track (1 years), DVXB annualized +21.69% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, DVXB or SCHD?
DVXB has been the more volatile fund at 29.3% annualized versus 13.6% for SCHD. Worst drawdown: DVXB -19.8% vs SCHD -33.4%.
Should I hold both DVXB and SCHD?
DVXB and SCHD have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DVXB and SCHD?
DVXB and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, DVXB or SCHD?
DVXB yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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