SCHD vs SOXX
Schwab US Dividend Equity ETF vs iShares Semiconductor ETF
Which is better, SCHD or SOXX?
Large Cap Value against Large Cap Growth.
SCHD has a lower expense ratio. SOXX led over 1Y, 3Y, 5Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 61.4%.
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
| Metric | SCHD | SOXX |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.33% |
| AUM | $112.1B | $40.8B |
| Dividend Yield | 3.00% | 0.29% |
| Holdings | 103 | 34 |
| YTD Return | +25.07% | +68.21%Best |
| 1Y Return | +27.61% | +107.50%Best |
| 3Y Return (annualized) | +15.74% | +48.86%Best |
| 5Y Return (annualized) | +9.89% | +28.36%Best |
| Volatility (annualized) | 13.6%Best | 27.1% |
| Max Drawdown | -33.4%Best | -45.8% |
| $10,000 over 5 years | $16,025 | $34,846Best |
| Top 10 Weight | 41.8%Best | 61.4% |
| Fund Family | Charles Schwab Asset Management | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Growth |
| Inception | Oct 20, 2011 | Jul 10, 2001 |
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 11, 2026 (14.9 years).
SCHD vs SOXX 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.
SCHD vs SOXX Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and iShares Semiconductor ETF (SOXX) is an ETF from iShares by BlackRock (US). Over the past year SCHD returned +27.61% while SOXX returned +107.50%. Year to date, SCHD is up 25.07% versus a gain of 68.21% for SOXX.
Over three years, SCHD compounded at +15.74% per year against +48.86% for SOXX; over five years the annualized figures are +9.89% and +28.36% respectively. Across the full 15-year window we track, SOXX has the edge at +27.59% annualized vs +11.36%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SOXX has been the more volatile fund, with annualized monthly volatility of 27.1% 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 -33.4% for SCHD and -45.8% for SOXX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.55. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while SOXX charges 0.33%. On a $10,000 position that is $6 vs $33 annually, a gap of $27 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.29% for SOXX.
Holdings Overlap
5.9% of SCHD's money is in holdings SOXX also owns. 7.5% of SOXX's money is in holdings SCHD also owns.
SOXX and SCHD share little of their money.
3 positions in common, counted across the 100 positions we hold weights for in SCHD and 31 in SOXX, against full books of 103 and 34.
What only one of them owns
Our book lists 22 positions for SOXX that do not appear in our book for SCHD (82.6% of the fund), and 96 for SCHD that do not appear in SOXX (94.0%).
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.
You are not choosing between two funds in isolation.
Whichever of SCHD and SOXX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or SOXX?
SCHD has an expense ratio of 0.06% while SOXX charges 0.33%. SCHD is the cheaper option, by $27 a year on a $10,000 investment.
Which performed better, SCHD or SOXX?
Over the past year SCHD returned +27.61% vs +107.50% for SOXX, so SOXX leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.36% vs +27.59% for SOXX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or SOXX?
SOXX has been the more volatile fund at 27.1% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs SOXX -45.8%.
Should I hold both SCHD and SOXX?
SCHD and SOXX have a monthly-return correlation of 0.55, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCHD and SOXX?
7.5% of SOXX's money is in holdings SCHD also owns. 7.5% of SOXX's is in holdings SCHD also owns. They hold 3 positions in common, counted across the 100 positions we hold weights for in SCHD and 31 in SOXX.
Which pays a higher dividend, SCHD or SOXX?
SCHD yields 3.00% while SOXX yields 0.29%, so SCHD currently pays the higher dividend yield.
Is SOXX better than SCHD?
SCHD has a lower expense ratio. SOXX led over 1Y, 3Y, 5Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 61.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.