SCHD vs STXG
Schwab US Dividend Equity ETF vs Strive 1000 Growth ETF
Which is better, SCHD or STXG?
Large Cap Value against Large Cap Growth.
SCHD has a lower expense ratio. SCHD led over 1Y, STXG over 3Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 47.3%.
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 | STXG |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.18% |
| AUM | $112.1B | $149M |
| Dividend Yield | 3.00% | 0.46% |
| Holdings | 103 | 709 |
| YTD Return | +25.84%Best | +9.12% |
| 1Y Return | +30.18%Best | +12.10% |
| 3Y Return (annualized) | +16.08% | +21.84%Best |
| 5Y Return (annualized) | +9.97% | - |
| Volatility (annualized) | 13.1%Best | 15.3% |
| Max Drawdown | -16.1%Best | -21.2% |
| $10,000 over 3.8 years | $15,403 | $21,670Best |
| Top 10 Weight | 41.8%Best | 47.3% |
| Fund Family | Charles Schwab Asset Management | Strive Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Growth |
| Inception | Oct 20, 2011 | Nov 10, 2022 |
Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Nov 17, 2022 to Sep 15, 2026 (3.8 years).
SCHD vs STXG 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 covers the 3.8 years both funds cover.
SCHD vs STXG Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Strive 1000 Growth ETF (STXG) is an ETF from Strive Asset Management. Over the past year SCHD returned +30.18% while STXG returned +12.10%. Year to date, SCHD is up 25.84% versus a gain of 9.12% for STXG.
Over three years, SCHD compounded at +16.08% per year against +21.84% for STXG. Across the full 4-year window we track, STXG has the edge at +22.57% annualized vs +12.04%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
STXG has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.1% 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 -16.1% for SCHD and -21.2% for STXG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.41. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while STXG charges 0.18%. On a $10,000 position that is $6 vs $18 annually, a gap of $12 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.46% for STXG.
Holdings Overlap
55.4% of SCHD's money is in holdings STXG also owns. 2.7% of STXG's money is in holdings SCHD also owns.
The two portfolios partly overlap.
28 positions in common, counted across the 100 positions we hold weights for in SCHD and 702 in STXG, against full books of 103 and 709.
What only one of them owns
Our book lists 561 positions for STXG that do not appear in our book for SCHD (96.7% of the fund), and 71 for SCHD that do not appear in STXG (44.5%).
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.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in STXG | Difference |
|---|---|---|---|
| MRKMerck & Company Inc | 4.77% | 0.20% | 4.57% |
| AMGNAmgen Inc. | 4.70% | 0.16% | 4.54% |
| ABTAbbott Laboratories | 4.69% | 0.11% | 4.58% |
| KOCoca Cola Co. | 4.17% | 0.42% | 3.75% |
| HDHome Depot Inc/The | 3.88% | 0.34% | 3.54% |
| PGProcter & Gamble Company | 3.83% | 0.25% | 3.58% |
| PEPPepsico Inc. | 3.64% | 0.08% | 3.56% |
| TXNTexas Instrument Inc | 3.13% | 0.29% | 2.84% |
| ADPAutomatic Data Processing, Inc. | 2.79% | 0.16% | 2.63% |
| ACNAccenture Plc | 2.84% | 0.09% | 2.75% |
55.4% of SCHD is already inside STXG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or STXG?
SCHD has an expense ratio of 0.06% while STXG charges 0.18%. SCHD is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, SCHD or STXG?
Over the past year SCHD returned +30.18% vs +12.10% for STXG, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), SCHD annualized +12.04% vs +22.57% for STXG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or STXG?
STXG has been the more volatile fund at 15.3% annualized versus 13.1% for SCHD. Worst drawdown: SCHD -16.1% vs STXG -21.2%.
Should I hold both SCHD and STXG?
SCHD and STXG have a monthly-return correlation of 0.41, 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 STXG?
55.4% of SCHD's money is in holdings STXG also owns. 2.7% of STXG's is in holdings SCHD also owns. They hold 28 positions in common, counted across the 100 positions we hold weights for in SCHD and 702 in STXG.
Which pays a higher dividend, SCHD or STXG?
SCHD yields 3.00% while STXG yields 0.46%, so SCHD currently pays the higher dividend yield.
Is STXG better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, STXG over 3Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 47.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.