SCHD vs STXE
SCHD vs STXE
Schwab US Dividend Equity ETF vs Strive Emerging Markets Ex-China ETF
Quick Verdict
SCHD has a lower expense ratio. STXE delivered stronger 1-year returns. STXE offers more diversification with 192 holdings.
Side-by-Side Comparison
| Metric | SCHD | STXE | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.32% | |
| AUM | $103.7B | $138M | |
| Dividend Yield | 3.31% | 1.87% | |
| Holdings | 104 | 222 | |
| YTD Return | +24.26% | +30.83% | |
| 1Y Return | +31.38% | +56.10% | |
| 3Y Return (annualized) | +15.08% | +25.44% | |
| 5Y Return (annualized) | +9.72% | - | |
| Volatility (annualized) | 13.6% | 19.2% | |
| Max Drawdown | -33.4% | -20.4% | |
| Fund Family | Charles Schwab Asset Management | Strive Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Jan 31, 2023 |
SCHD vs STXE Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Strive Emerging Markets Ex-China ETF (STXE) is a ETF from Strive Asset Management. Over the past year SCHD returned +31.38% while STXE returned +56.10%. Year to date, SCHD is up 24.26% versus a gain of 30.83% for STXE.
Over three years, SCHD compounded at +15.08% per year against +25.44% for STXE. Across the full 4-year window we track, STXE has the edge at +22.85% annualized vs +11.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
STXE has been the more volatile fund, with annualized monthly volatility of 19.2% 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 -20.4% for STXE. 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while STXE charges 0.32%. On a $10,000 position that is $6 vs $32 annually, a gap of $26 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 1.87% for STXE.
Holdings Overlap
SCHD and STXE share 0 holdings out of 292 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 STXE?
SCHD has an expense ratio of 0.06% while STXE charges 0.32%. SCHD is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, SCHD or STXE?
Over the past year SCHD returned +31.38% vs +56.10% for STXE, so STXE leads on 1-year performance. Over the longest common window we track (4 years), SCHD annualized +11.39% vs +22.85% for STXE. Past performance does not guarantee future results.
Which is riskier, SCHD or STXE?
STXE has been the more volatile fund at 19.2% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs STXE -20.4%.
Should I hold both SCHD and STXE?
SCHD and STXE have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and STXE?
SCHD and STXE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 292 unique securities.
Which pays a higher dividend, SCHD or STXE?
SCHD yields 3.31% while STXE yields 1.87%, so SCHD currently pays the higher dividend yield.
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