DVXC vs SCHD
WEBs Communication Services XLC Defined Volatility ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | DVXC | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.06% | |
| AUM | $227,821 | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 4 | 104 | |
| YTD Return | -16.43% | +25.33% | |
| 1Y Return | -0.73% | +32.31% | |
| 3Y Return (annualized) | - | +15.40% | |
| 5Y Return (annualized) | - | +9.70% | |
| Volatility (annualized) | 27.9% | 13.6% | |
| Max Drawdown | -26.0% | -33.4% | |
| Fund Family | WEBs Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 22, 2025 | Oct 20, 2011 |
DVXC vs SCHD Performance
WEBs Communication Services XLC Defined Volatility ETF (DVXC) 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 DVXC returned -0.73% while SCHD returned +32.31%. Year to date, DVXC is down 16.43% versus a gain of 25.33% for SCHD.
Risk: Volatility and Drawdowns
DVXC has been the more volatile fund, with annualized monthly volatility of 27.9% 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 -26.0% for DVXC 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DVXC 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, DVXC currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
DVXC 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, DVXC or SCHD?
DVXC 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, DVXC or SCHD?
Over the past year DVXC returned -0.73% vs +32.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), DVXC annualized -1.58% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, DVXC or SCHD?
DVXC has been the more volatile fund at 27.9% annualized versus 13.6% for SCHD. Worst drawdown: DVXC -26.0% vs SCHD -33.4%.
Should I hold both DVXC and SCHD?
DVXC and SCHD have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DVXC and SCHD?
DVXC and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, DVXC or SCHD?
DVXC yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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