DVXE vs SCHD
WEBs Energy XLE Defined Volatility ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. DVXE delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | DVXE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.06% | |
| AUM | $587,553 | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 4 | 104 | |
| YTD Return | +49.73% | +25.62% | |
| 1Y Return | +77.93% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 32.7% | 13.6% | |
| Max Drawdown | -21.8% | -33.4% | |
| Fund Family | WEBs Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 22, 2025 | Oct 20, 2011 |
DVXE vs SCHD Performance
WEBs Energy XLE Defined Volatility ETF (DVXE) 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 DVXE returned +77.93% while SCHD returned +32.62%. Year to date, DVXE is up 49.73% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
DVXE has been the more volatile fund, with annualized monthly volatility of 32.7% 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 -21.8% for DVXE 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DVXE 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, DVXE currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
DVXE 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, DVXE or SCHD?
DVXE 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, DVXE or SCHD?
Over the past year DVXE returned +77.93% vs +32.62% for SCHD, so DVXE leads on 1-year performance. Over the longest common window we track (1 years), DVXE annualized +64.29% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, DVXE or SCHD?
DVXE has been the more volatile fund at 32.7% annualized versus 13.6% for SCHD. Worst drawdown: DVXE -21.8% vs SCHD -33.4%.
Should I hold both DVXE and SCHD?
DVXE and SCHD have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DVXE and SCHD?
DVXE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, DVXE or SCHD?
DVXE yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.