IDX vs SCHD
VanEck Indonesia Index 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 104 holdings.
Side-by-Side Comparison
| Metric | IDX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.57% | 0.06% | |
| AUM | $31M | $108.7B | |
| Dividend Yield | 3.25% | 3.13% | |
| Holdings | 71 | 104 | |
| YTD Return | -32.90% | +26.54% | |
| 1Y Return | -29.98% | +30.90% | |
| 3Y Return (annualized) | -12.77% | +16.29% | |
| 5Y Return (annualized) | -7.24% | +9.65% | |
| Volatility (annualized) | 25.6% | 13.6% | |
| Max Drawdown | -63.2% | -33.4% | |
| Fund Family | VanEck | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jan 15, 2009 | Oct 20, 2011 |
IDX vs SCHD Performance
VanEck Indonesia Index ETF (IDX) is a ETF from VanEck and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year IDX returned -29.98% while SCHD returned +30.90%. Year to date, IDX is down 32.90% versus a gain of 26.54% for SCHD.
Over three years, IDX compounded at -12.77% per year against +16.29% for SCHD; over five years the annualized figures are -7.24% and +9.65% respectively. Across the full 15-year window we track, SCHD has the edge at +11.51% annualized vs +3.92%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IDX has been the more volatile fund, with annualized monthly volatility of 25.6% 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 -63.2% for IDX 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IDX charges 0.57% per year while SCHD charges 0.06%. On a $10,000 position that is $57 vs $6 annually, a gap of $51 per year that compounds over a long holding period. On income, IDX currently yields 3.25% against 3.13% for SCHD.
Holdings Overlap
IDX and SCHD share 0 holdings out of 168 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, IDX or SCHD?
IDX has an expense ratio of 0.57% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $51 per year of difference.
Which performed better, IDX or SCHD?
Over the past year IDX returned -29.98% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), IDX annualized +3.92% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, IDX or SCHD?
IDX has been the more volatile fund at 25.6% annualized versus 13.6% for SCHD. Worst drawdown: IDX -63.2% vs SCHD -33.4%.
Should I hold both IDX and SCHD?
IDX and SCHD have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IDX and SCHD?
IDX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 168 unique securities.
Which pays a higher dividend, IDX or SCHD?
IDX yields 3.25% while SCHD yields 3.13%, so IDX 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.