DVXK vs SCHD
WEBs Technology XLK Defined Volatility ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. DVXK delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | DVXK | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.06% | |
| AUM | $6M | $103.7B | |
| Dividend Yield | 2.47% | 3.31% | |
| Holdings | 4 | 104 | |
| YTD Return | +33.27% | +24.26% | |
| 1Y Return | +51.71% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 40.0% | 13.6% | |
| Max Drawdown | -24.1% | -33.4% | |
| Fund Family | WEBs Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 22, 2025 | Oct 20, 2011 |
DVXK vs SCHD Performance
WEBs Technology XLK Defined Volatility ETF (DVXK) 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 DVXK returned +51.71% while SCHD returned +31.38%. Year to date, DVXK is up 33.27% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
DVXK has been the more volatile fund, with annualized monthly volatility of 40.0% 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 -24.1% for DVXK 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 -0.17. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DVXK 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, DVXK currently yields 2.47% against 3.31% for SCHD.
Holdings Overlap
DVXK 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, DVXK or SCHD?
DVXK 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, DVXK or SCHD?
Over the past year DVXK returned +51.71% vs +31.38% for SCHD, so DVXK leads on 1-year performance. Over the longest common window we track (1 years), DVXK annualized +52.06% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, DVXK or SCHD?
DVXK has been the more volatile fund at 40.0% annualized versus 13.6% for SCHD. Worst drawdown: DVXK -24.1% vs SCHD -33.4%.
Should I hold both DVXK and SCHD?
DVXK and SCHD have a monthly-return correlation of -0.17, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DVXK and SCHD?
DVXK and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, DVXK or SCHD?
DVXK yields 2.47% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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