KXI vs SCHD
iShares Global Consumer Staples ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. KXI offers more diversification with 112 holdings.
Side-by-Side Comparison
| Metric | KXI | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.06% | |
| AUM | $1.1B | $108.7B | |
| Dividend Yield | 2.30% | 3.13% | |
| Holdings | 112 | 104 | |
| YTD Return | +6.88% | +25.69% | |
| 1Y Return | +5.80% | +30.41% | |
| 3Y Return (annualized) | +7.20% | +16.03% | |
| 5Y Return (annualized) | +4.21% | +9.64% | |
| Volatility (annualized) | 12.7% | 13.6% | |
| Max Drawdown | -43.9% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 12, 2006 | Oct 20, 2011 |
KXI vs SCHD Performance
iShares Global Consumer Staples ETF (KXI) 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 KXI returned +5.80% while SCHD returned +30.41%. Year to date, KXI is up 6.88% versus a gain of 25.69% for SCHD.
Over three years, KXI compounded at +7.20% per year against +16.03% for SCHD; over five years the annualized figures are +4.21% and +9.64% respectively. Across the full 15-year window we track, SCHD has the edge at +11.46% annualized vs +5.79%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.7% for KXI. 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 -43.9% for KXI 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
KXI charges 0.38% per year while SCHD charges 0.06%. On a $10,000 position that is $38 vs $6 annually, a gap of $32 per year that compounds over a long holding period. On income, KXI currently yields 2.30% against 3.13% for SCHD.
Holdings Overlap
KXI and SCHD share 9 holdings out of 185 unique holdings combined, representing a 19.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, KXI or SCHD?
KXI has an expense ratio of 0.38% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, KXI or SCHD?
Over the past year KXI returned +5.80% vs +30.41% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), KXI annualized +5.79% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, KXI or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.7% for KXI. Worst drawdown: KXI -43.9% vs SCHD -33.4%.
Should I hold both KXI and SCHD?
KXI and SCHD have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KXI and SCHD?
KXI and SCHD share 9 common holdings with a 19.2% weight overlap. Combined, they hold 185 unique securities.
Which pays a higher dividend, KXI or SCHD?
KXI yields 2.30% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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