NXTE vs SCHD
AXS Green Alpha ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. NXTE delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | NXTE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.06% | |
| AUM | $50M | $103.7B | |
| Dividend Yield | 0.47% | 3.31% | |
| Holdings | 59 | 104 | |
| YTD Return | +21.72% | +26.21% | |
| 1Y Return | +38.74% | +29.99% | |
| 3Y Return (annualized) | +16.72% | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 27.6% | 13.6% | |
| Max Drawdown | -28.6% | -33.4% | |
| Fund Family | AXS Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 27, 2022 | Oct 20, 2011 |
NXTE vs SCHD Performance
AXS Green Alpha ETF (NXTE) is a ETF from AXS Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year NXTE returned +38.74% while SCHD returned +29.99%. Year to date, NXTE is up 21.72% versus a gain of 26.21% for SCHD.
Over three years, NXTE compounded at +16.72% per year against +15.73% for SCHD. Across the full 4-year window we track, NXTE has the edge at +14.08% annualized vs +11.50%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NXTE has been the more volatile fund, with annualized monthly volatility of 27.6% 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 -28.6% for NXTE 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NXTE charges 1.00% per year while SCHD charges 0.06%. On a $10,000 position that is $100 vs $6 annually, a gap of $94 per year that compounds over a long holding period. On income, NXTE currently yields 0.47% against 3.31% for SCHD.
Holdings Overlap
NXTE and SCHD share 1 holdings out of 151 unique holdings combined, representing a 2.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in NXTE | Weight in SCHD | Difference |
|---|---|---|---|
| QCOM | 2.31% | 2.72% | 0.41% |
Frequently Asked Questions
Which is cheaper, NXTE or SCHD?
NXTE has an expense ratio of 1.00% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, NXTE or SCHD?
Over the past year NXTE returned +38.74% vs +29.99% for SCHD, so NXTE leads on 1-year performance. Over the longest common window we track (4 years), NXTE annualized +14.08% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, NXTE or SCHD?
NXTE has been the more volatile fund at 27.6% annualized versus 13.6% for SCHD. Worst drawdown: NXTE -28.6% vs SCHD -33.4%.
Should I hold both NXTE and SCHD?
NXTE and SCHD have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NXTE and SCHD?
NXTE and SCHD share 1 common holdings with a 2.3% weight overlap. Combined, they hold 151 unique securities.
Which pays a higher dividend, NXTE or SCHD?
NXTE yields 0.47% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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