PXJ vs SCHD
Invesco Oil and Gas Services ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. PXJ delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | PXJ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.63% | 0.06% | |
| AUM | $62M | $103.7B | |
| Dividend Yield | 2.62% | 3.31% | |
| Holdings | 33 | 104 | |
| YTD Return | +49.91% | +25.33% | |
| 1Y Return | +84.95% | +32.31% | |
| 3Y Return (annualized) | +17.22% | +15.40% | |
| 5Y Return (annualized) | +24.49% | +9.70% | |
| Volatility (annualized) | 37.1% | 13.6% | |
| Max Drawdown | -95.3% | -33.4% | |
| Fund Family | Invesco (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 26, 2005 | Oct 20, 2011 |
PXJ vs SCHD Performance
Invesco Oil and Gas Services ETF (PXJ) 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 PXJ returned +84.95% while SCHD returned +32.31%. Year to date, PXJ is up 49.91% versus a gain of 25.33% for SCHD.
Over three years, PXJ compounded at +17.22% per year against +15.40% for SCHD; over five years the annualized figures are +24.49% and +9.70% respectively. Across the full 15-year window we track, SCHD has the edge at +11.45% annualized vs -2.38%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PXJ has been the more volatile fund, with annualized monthly volatility of 37.1% 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 -95.3% for PXJ 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
PXJ charges 0.63% per year while SCHD charges 0.06%. On a $10,000 position that is $63 vs $6 annually, a gap of $57 per year that compounds over a long holding period. On income, PXJ currently yields 2.62% against 3.31% for SCHD.
Holdings Overlap
PXJ and SCHD share 0 holdings out of 131 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, PXJ or SCHD?
PXJ has an expense ratio of 0.63% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, PXJ or SCHD?
Over the past year PXJ returned +84.95% vs +32.31% for SCHD, so PXJ leads on 1-year performance. Over the longest common window we track (15 years), PXJ annualized -2.38% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, PXJ or SCHD?
PXJ has been the more volatile fund at 37.1% annualized versus 13.6% for SCHD. Worst drawdown: PXJ -95.3% vs SCHD -33.4%.
Should I hold both PXJ and SCHD?
PXJ and SCHD have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PXJ and SCHD?
PXJ and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 131 unique securities.
Which pays a higher dividend, PXJ or SCHD?
PXJ yields 2.62% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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