SCHD vs STXV
Schwab US Dividend Equity ETF vs STRIVE 1000 VALUE ETF
Which is better, SCHD or STXV?
Each has led over a different period.
SCHD has a lower expense ratio. SCHD led over 1Y, STXV over 3Y and the full window. The two have moved almost in lockstep, correlation 0.91.
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 | STXV |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.18% |
| AUM | $119.9B | $74M |
| Dividend Yield | 2.96% | 2.06% |
| Holdings | 204 | 1,415 |
| YTD Return | +31.72%Best | +19.98% |
| 1Y Return | +37.84%Best | +25.63% |
| 3Y Return (annualized) | +19.79% | +20.74%Best |
| 5Y Return (annualized) | +10.20% | - |
| Volatility (annualized) | 14.0% | 12.7%Best |
| Max Drawdown | -16.1% | -14.8%Best |
| $10,000 over 4 years | $16,218 | $17,332Best |
| Fund Family | Charles Schwab Asset Management | Strive Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 20, 2011 | Nov 9, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Nov 17, 2022 to Nov 9, 2026 (4 years).
SCHD vs STXV 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 4 years both funds cover.
SCHD vs STXV Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and STRIVE 1000 VALUE ETF (STXV) is an ETF from Strive Asset Management. Over the past year SCHD returned +37.84% while STXV returned +25.63%. Year to date, SCHD is up 31.72% versus a gain of 19.98% for STXV.
Over three years, SCHD compounded at +19.79% per year against +20.74% for STXV. Across the full 4-year window we track, STXV has the edge at +14.74% annualized vs +12.85%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 14.0% compared with 12.7% for STXV. 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 -14.8% for STXV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SCHD charges 0.06% per year while STXV 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 2.96% against 2.06% for STXV.
You are not choosing between two funds in isolation.
Whichever of SCHD and STXV 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 STXV?
SCHD has an expense ratio of 0.06% while STXV charges 0.18%. SCHD is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, SCHD or STXV?
Over the past year SCHD returned +37.84% vs +25.63% for STXV, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), SCHD annualized +12.85% vs +14.74% for STXV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or STXV?
SCHD has been the more volatile fund at 14.0% annualized versus 12.7% for STXV. Worst drawdown: SCHD -16.1% vs STXV -14.8%.
Should I hold both SCHD and STXV?
SCHD and STXV have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, SCHD or STXV?
SCHD yields 2.96% while STXV yields 2.06%, so SCHD currently pays the higher dividend yield.
Is STXV better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, STXV over 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.