SCHD vs STXK
Schwab US Dividend Equity ETF vs Strive Small-Cap ETF
Which is better, SCHD or STXK?
Large Cap Value against Small Cap Blend.
SCHD has a lower expense ratio. SCHD led over 1Y and 3Y, STXK over the full window. STXK is less concentrated, with 4.0% of the fund in its ten largest positions against 41.8%.
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 | STXK |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.18% |
| AUM | $112.1B | $85M |
| Dividend Yield | 3.00% | 1.15% |
| Holdings | 103 | 603 |
| YTD Return | +25.88%Best | +11.62% |
| 1Y Return | +30.22%Best | +14.25% |
| 3Y Return (annualized) | +16.05%Best | +14.44% |
| 5Y Return (annualized) | +10.17% | - |
| Volatility (annualized) | 13.1%Best | 18.5% |
| Max Drawdown | -16.1%Best | -27.1% |
| $10,000 over 3.8 years | $15,414 | $15,529Best |
| Top 10 Weight | 41.8% | 4.0%Best |
| Fund Family | Charles Schwab Asset Management | Strive Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Small Cap Blend |
| 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 14, 2026 (3.8 years).
SCHD vs STXK 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 STXK Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Strive Small-Cap ETF (STXK) is an ETF from Strive Asset Management. Over the past year SCHD returned +30.22% while STXK returned +14.25%. Year to date, SCHD is up 25.88% versus a gain of 11.62% for STXK.
Over three years, SCHD compounded at +16.05% per year against +14.44% for STXK. Across the full 4-year window we track, STXK has the edge at +12.28% annualized vs +12.06%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
STXK has been the more volatile fund, with annualized monthly volatility of 18.5% 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 -27.1% for STXK. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHD charges 0.06% per year while STXK 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 1.15% for STXK.
Holdings Overlap
1.6% of SCHD's money is in holdings STXK also owns. 2.9% of STXK's money is in holdings SCHD also owns.
STXK and SCHD share little of their money.
18 positions in common, counted across the 100 positions we hold weights for in SCHD and 595 in STXK, against full books of 103 and 603.
What only one of them owns
Our book lists 556 positions for STXK that do not appear in our book for SCHD (94.0% of the fund), and 81 for SCHD that do not appear in STXK (98.3%).
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 STXK | Difference |
|---|---|---|---|
| MMacy'S Inc. | 0.14% | 0.24% | 0.10% |
| MSMMsc Industrial Direct Co Inc | 0.13% | 0.22% | 0.09% |
| NXSTNexstar Media Group Inc | 0.13% | 0.21% | 0.08% |
| OZKBank Ozk | 0.12% | 0.22% | 0.10% |
| MURMurphy Oil Corp | 0.12% | 0.22% | 0.10% |
| MTNVail Resorts Inc. | 0.12% | 0.22% | 0.10% |
| MCMoelis & Co_None_0 | 0.12% | 0.21% | 0.09% |
| RHIRobert Half International Inc. | 0.11% | 0.20% | 0.09% |
| FHIFederated Investors Inc. | 0.11% | 0.19% | 0.08% |
| KFYKorn Ferry | 0.11% | 0.18% | 0.07% |
You are not choosing between two funds in isolation.
Whichever of SCHD and STXK 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 STXK?
SCHD has an expense ratio of 0.06% while STXK charges 0.18%. SCHD is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, SCHD or STXK?
Over the past year SCHD returned +30.22% vs +14.25% for STXK, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), SCHD annualized +12.06% vs +12.28% for STXK. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or STXK?
STXK has been the more volatile fund at 18.5% annualized versus 13.1% for SCHD. Worst drawdown: SCHD -16.1% vs STXK -27.1%.
Should I hold both SCHD and STXK?
SCHD and STXK have a monthly-return correlation of 0.73, 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 STXK?
2.9% of STXK's money is in holdings SCHD also owns. 2.9% of STXK's is in holdings SCHD also owns. They hold 18 positions in common, counted across the 100 positions we hold weights for in SCHD and 595 in STXK.
Which pays a higher dividend, SCHD or STXK?
SCHD yields 3.00% while STXK yields 1.15%, so SCHD currently pays the higher dividend yield.
Is STXK better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y and 3Y, STXK over the full window. STXK is less concentrated, with 4.0% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.