IXC vs SCHD
iShares Global Energy ETF vs Schwab US Dividend Equity ETF
Which is better, IXC or SCHD?
Each has led over a different period.
SCHD has a lower expense ratio. IXC led over 1Y, 3Y and 5Y, SCHD over the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 57.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IXC | SCHD |
|---|---|---|
| Expense Ratio | 0.37% | 0.06%Best |
| AUM | $2.9B | $112.1B |
| Dividend Yield | 2.87% | 3.00% |
| Holdings | 65 | 103 |
| YTD Return | +36.39%Best | +23.60% |
| 1Y Return | +44.35%Best | +28.29% |
| 3Y Return (annualized) | +16.29%Best | +16.25% |
| 5Y Return (annualized) | +23.31%Best | +10.25% |
| Volatility (annualized) | 23.3% | 13.7%Best |
| Max Drawdown | -74.2% | -33.4%Best |
| $10,000 over 5 years | $28,510Best | $16,289 |
| Top 10 Weight | 57.9% | 41.8%Best |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Nov 12, 2001 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 21, 2026 (14.9 years).
IXC vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 14.9 years both funds cover.
IXC vs SCHD Performance
iShares Global Energy ETF (IXC) is an ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year IXC returned +44.35% while SCHD returned +28.29%. Year to date, IXC is up 36.39% versus a gain of 23.60% for SCHD.
Over three years, IXC compounded at +16.29% per year against +16.25% for SCHD; over five years the annualized figures are +23.31% and +10.25% respectively. Across the full 15-year window we track, SCHD has the edge at +11.25% annualized vs +4.44%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IXC has been the more volatile fund, with annualized monthly volatility of 23.3% compared with 13.7% 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 -74.2% for IXC and -33.4% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IXC charges 0.37% per year while SCHD charges 0.06%. On a $10,000 position that is $37 vs $6 annually, a gap of $31 per year that compounds over a long holding period. On income, IXC currently yields 2.87% against 3.00% for SCHD.
Holdings Overlap
22.3% of IXC's money is in holdings SCHD also owns. 15.2% of SCHD's money is in holdings IXC also owns.
IXC and SCHD share little of their money.
7 positions in common, counted across the 51 positions we hold weights for in IXC and 100 in SCHD, against full books of 65 and 103.
What only one of them owns
Our book lists 92 positions for SCHD that do not appear in our book for IXC (84.7% of the fund), and 19 for IXC that do not appear in SCHD (46.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
22.3% of IXC is already inside SCHD.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, IXC or SCHD?
IXC has an expense ratio of 0.37% while SCHD charges 0.06%. SCHD is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, IXC or SCHD?
Over the past year IXC returned +44.35% vs +28.29% for SCHD, so IXC leads on 1-year performance. Over the longest common window we track (15 years), IXC annualized +4.44% vs +11.25% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IXC or SCHD?
IXC has been the more volatile fund at 23.3% annualized versus 13.7% for SCHD. Worst drawdown: IXC -74.2% vs SCHD -33.4%.
Should I hold both IXC and SCHD?
IXC and SCHD have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IXC and SCHD?
22.3% of IXC's money is in holdings SCHD also owns. 15.2% of SCHD's is in holdings IXC also owns. They hold 7 positions in common, counted across the 51 positions we hold weights for in IXC and 100 in SCHD.
Which pays a higher dividend, IXC or SCHD?
IXC yields 2.87% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than IXC?
SCHD has a lower expense ratio. IXC led over 1Y, 3Y and 5Y, SCHD over the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 57.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.