NYSX vs SCHD

NYSX vs SCHD

Which is better, NYSX or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 51.9%.

Lower Fees: SCHDLess Concentrated: SCHD

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

MetricNYSXSCHD
Expense Ratio0.09%0.06%Best
AUM$4M$112.1B
Dividend Yield0.05%3.00%
Holdings105103
YTD Return+32.10%Best+25.07%
1Y Return-+27.61%
3Y Return (annualized)-+15.74%
5Y Return (annualized)-+9.89%
Top 10 Weight51.9%41.8%Best
Fund FamilyGlobal X by mirae AssetCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMar 25, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

NYSX 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

NYSX vs SCHD Performance

Global X NYSE 100 ETF (NYSX) is an ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, NYSX is up 32.10% versus a gain of 25.07% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

NYSX charges 0.09% per year while SCHD charges 0.06%. On a $10,000 position that is $9 vs $6 annually, a gap of $3 per year that compounds over a long holding period. On income, NYSX currently yields 0.05% against 3.00% for SCHD.

Holdings Overlap

NYSX already in SCHD1.5%
SCHD already in NYSX5.7%

1.5% of NYSX's money is in holdings SCHD also owns. 5.7% of SCHD's money is in holdings NYSX also owns.

SCHD and NYSX share little of their money.

2 positions in common, counted across the 103 positions we hold weights for in NYSX and 100 in SCHD, against full books of 105 and 103.

What only one of them owns

Our book lists 97 positions for SCHD that do not appear in our book for NYSX (94.3% of the fund), and 86 for NYSX that do not appear in SCHD (88.3%).

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

StockWeight in NYSXWeight in SCHDDifference
TXNTexas Instruments, Inc0.84%3.13%2.29%
QCOMQualcomm Inc.0.64%2.52%1.88%

You are not choosing between two funds in isolation.

Whichever of NYSX and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NYSXSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NYSX or SCHD?

NYSX has an expense ratio of 0.09% while SCHD charges 0.06%. SCHD is the cheaper option, by $3 a year on a $10,000 investment.

What is the holdings overlap between NYSX and SCHD?

5.7% of SCHD's money is in holdings NYSX also owns. 5.7% of SCHD's is in holdings NYSX also owns. They hold 2 positions in common, counted across the 103 positions we hold weights for in NYSX and 100 in SCHD.

Which pays a higher dividend, NYSX or SCHD?

NYSX yields 0.05% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than NYSX?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 51.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.