IXC vs SCHD
iShares Global Energy ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. IXC delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | IXC | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.37% | 0.06% | |
| AUM | $2.8B | $112.2B | |
| Dividend Yield | 2.87% | 3.13% | |
| Holdings | 65 | 103 | |
| YTD Return | +37.65% | +27.89% | |
| 1Y Return | +43.35% | +29.93% | |
| 3Y Return (annualized) | +16.61% | +16.13% | |
| 5Y Return (annualized) | +23.60% | +10.00% | |
| Volatility (annualized) | 22.9% | 13.6% | |
| Max Drawdown | -76.1% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Nov 12, 2001 | Oct 20, 2011 |
IXC vs SCHD Performance
iShares Global Energy ETF (IXC) is a ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year IXC returned +43.35% while SCHD returned +29.93%. Year to date, IXC is up 37.65% versus a gain of 27.89% for SCHD.
Over three years, IXC compounded at +16.61% per year against +16.13% for SCHD; over five years the annualized figures are +23.60% and +10.00% respectively. Across the full 15-year window we track, SCHD has the edge at +11.56% annualized vs +6.48%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IXC has been the more volatile fund, with annualized monthly volatility of 22.9% 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 -76.1% for IXC 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 0.70. 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 3.13% for SCHD.
Holdings Overlap
IXC and SCHD share 7 holdings out of 144 unique holdings combined, representing a 13.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $31 per year of difference.
Which performed better, IXC or SCHD?
Over the past year IXC returned +43.35% vs +29.93% for SCHD, so IXC leads on 1-year performance. Over the longest common window we track (15 years), IXC annualized +6.48% vs +11.56% for SCHD. Past performance does not guarantee future results.
Which is riskier, IXC or SCHD?
IXC has been the more volatile fund at 22.9% annualized versus 13.6% for SCHD. Worst drawdown: IXC -76.1% vs SCHD -33.4%.
Should I hold both IXC and SCHD?
IXC and SCHD have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IXC and SCHD?
IXC and SCHD share 7 common holdings with a 13.9% weight overlap. Combined, they hold 144 unique securities.
Which pays a higher dividend, IXC or SCHD?
IXC yields 2.87% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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