DVXP vs SCHD
DVXP vs SCHD
WEBs Consumer Staples XLP 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 | DVXP | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.06% | |
| AUM | $258,992 | $103.7B | |
| Dividend Yield | 0.17% | 3.31% | |
| Holdings | 4 | 104 | |
| YTD Return | +15.31% | +24.26% | |
| 1Y Return | +2.35% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 22.6% | 13.6% | |
| Max Drawdown | -16.4% | -33.4% | |
| Fund Family | WEBs Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 22, 2025 | Oct 20, 2011 |
DVXP vs SCHD Performance
WEBs Consumer Staples XLP Defined Volatility ETF (DVXP) 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 DVXP returned +2.35% while SCHD returned +31.38%. Year to date, DVXP is up 15.31% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
DVXP has been the more volatile fund, with annualized monthly volatility of 22.6% 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 -16.4% for DVXP 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DVXP 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, DVXP currently yields 0.17% against 3.31% for SCHD.
Holdings Overlap
DVXP 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, DVXP or SCHD?
DVXP 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, DVXP or SCHD?
Over the past year DVXP returned +2.35% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), DVXP annualized +3.26% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, DVXP or SCHD?
DVXP has been the more volatile fund at 22.6% annualized versus 13.6% for SCHD. Worst drawdown: DVXP -16.4% vs SCHD -33.4%.
Should I hold both DVXP and SCHD?
DVXP and SCHD have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DVXP and SCHD?
DVXP and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, DVXP or SCHD?
DVXP yields 0.17% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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