SCHD vs SPCX
Schwab US Dividend Equity ETF vs The SPAC and New Issue ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | SCHD | SPCX | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 2.32% | |
| AUM | $112.2B | $7M | |
| Dividend Yield | 3.13% | 16.50% | |
| Holdings | 103 | 42 | |
| YTD Return | +27.89% | -10.72% | |
| 1Y Return | +29.93% | - | |
| 3Y Return (annualized) | +16.13% | - | |
| 5Y Return (annualized) | +10.00% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -46.4% | |
| Fund Family | Charles Schwab Asset Management | AXS Investments | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Dec 15, 2020 |
SCHD vs SPCX Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and The SPAC and New Issue ETF (SPCX) is a ETF from AXS Investments. Year to date, SCHD is up 27.89% versus a loss of 10.72% for SPCX.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -46.4% for SPCX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while SPCX charges 2.32%. On a $10,000 position that is $6 vs $232 annually, a gap of $226 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 16.50% for SPCX.
Holdings Overlap
SCHD and SPCX share 0 holdings out of 136 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, SCHD or SPCX?
SCHD has an expense ratio of 0.06% while SPCX charges 2.32%. SCHD is the cheaper option. On a $10,000 investment, that is $226 per year of difference.
What is the holdings overlap between SCHD and SPCX?
SCHD and SPCX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 136 unique securities.
Which pays a higher dividend, SCHD or SPCX?
SCHD yields 3.13% while SPCX yields 16.50%, so SPCX currently pays the higher dividend yield.
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