IXP vs SCHD
iShares Global Comm Services 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 | IXP | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.06% | |
| AUM | $522M | $103.7B | |
| Dividend Yield | 3.48% | 3.31% | |
| Holdings | 86 | 104 | |
| YTD Return | -1.71% | +24.26% | |
| 1Y Return | +6.31% | +31.38% | |
| 3Y Return (annualized) | +21.00% | +15.08% | |
| 5Y Return (annualized) | +8.25% | +9.72% | |
| Volatility (annualized) | 16.6% | 13.6% | |
| Max Drawdown | -53.1% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Nov 12, 2001 | Oct 20, 2011 |
IXP vs SCHD Performance
iShares Global Comm Services ETF (IXP) 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 IXP returned +6.31% while SCHD returned +31.38%. Year to date, IXP is down 1.71% versus a gain of 24.26% for SCHD.
Over three years, IXP compounded at +21.00% per year against +15.08% for SCHD; over five years the annualized figures are +8.25% and +9.72% respectively. Across the full 15-year window we track, SCHD has the edge at +11.39% annualized vs +3.66%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IXP has been the more volatile fund, with annualized monthly volatility of 16.6% 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 -53.1% for IXP 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IXP charges 0.40% per year while SCHD charges 0.06%. On a $10,000 position that is $40 vs $6 annually, a gap of $34 per year that compounds over a long holding period. On income, IXP currently yields 3.48% against 3.31% for SCHD.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, IXP or SCHD?
IXP has an expense ratio of 0.40% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $34 per year of difference.
Which performed better, IXP or SCHD?
Over the past year IXP returned +6.31% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), IXP annualized +3.66% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, IXP or SCHD?
IXP has been the more volatile fund at 16.6% annualized versus 13.6% for SCHD. Worst drawdown: IXP -53.1% vs SCHD -33.4%.
Should I hold both IXP and SCHD?
IXP and SCHD have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IXP and SCHD?
IXP and SCHD share 2 common holdings with a 5.9% weight overlap. Combined, they hold 163 unique securities.
Which pays a higher dividend, IXP or SCHD?
IXP yields 3.48% while SCHD yields 3.31%, so IXP currently pays the higher dividend yield.
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