PXE vs SCHD
Invesco Energy Exploration & Production ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. PXE delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | PXE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.61% | 0.06% | |
| AUM | $81M | $103.7B | |
| Dividend Yield | 1.96% | 3.31% | |
| Holdings | 33 | 104 | |
| YTD Return | +29.31% | +24.26% | |
| 1Y Return | +35.52% | +31.38% | |
| 3Y Return (annualized) | +6.77% | +15.08% | |
| 5Y Return (annualized) | +21.67% | +9.72% | |
| Volatility (annualized) | 35.9% | 13.6% | |
| Max Drawdown | -86.3% | -33.4% | |
| Fund Family | Invesco (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 26, 2005 | Oct 20, 2011 |
PXE vs SCHD Performance
Invesco Energy Exploration & Production ETF (PXE) is a ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year PXE returned +35.52% while SCHD returned +31.38%. Year to date, PXE is up 29.31% versus a gain of 24.26% for SCHD.
Over three years, PXE compounded at +6.77% per year against +15.08% for SCHD; over five years the annualized figures are +21.67% and +9.72% respectively. Across the full 15-year window we track, SCHD has the edge at +11.39% annualized vs +4.70%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PXE has been the more volatile fund, with annualized monthly volatility of 35.9% 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 -86.3% for PXE 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
PXE charges 0.61% per year while SCHD charges 0.06%. On a $10,000 position that is $61 vs $6 annually, a gap of $55 per year that compounds over a long holding period. On income, PXE currently yields 1.96% against 3.31% for SCHD.
Holdings Overlap
PXE and SCHD share 6 holdings out of 125 unique holdings combined, representing a 7.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, PXE or SCHD?
PXE has an expense ratio of 0.61% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, PXE or SCHD?
Over the past year PXE returned +35.52% vs +31.38% for SCHD, so PXE leads on 1-year performance. Over the longest common window we track (15 years), PXE annualized +4.70% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, PXE or SCHD?
PXE has been the more volatile fund at 35.9% annualized versus 13.6% for SCHD. Worst drawdown: PXE -86.3% vs SCHD -33.4%.
Should I hold both PXE and SCHD?
PXE and SCHD have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PXE and SCHD?
PXE and SCHD share 6 common holdings with a 7.8% weight overlap. Combined, they hold 125 unique securities.
Which pays a higher dividend, PXE or SCHD?
PXE yields 1.96% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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