SCHD vs STXX

SCHD vs STXX

Which is better, SCHD or STXX?

Large Cap Value against Trading-Leveraged Equity.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

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

MetricSCHDSTXX
Expense Ratio0.06%Best1.49%
AUM$119.9B$7M
Dividend Yield2.96%0.00%
Holdings2048
YTD Return+29.95%Best-58.69%
1Y Return+37.26%Best-58.69%
3Y Return (annualized)+19.10%-
5Y Return (annualized)+9.87%-
Volatility (annualized)14.9%Best82.0%
Max Drawdown-33.4%Best-87.1%
$10,000 over 12 years$32,746Best$4,138
Fund FamilyCharles Schwab Asset ManagementTradr ETFs
CategoryEquityAlternative
StyleLarge Cap ValueTrading-Leveraged Equity
InceptionOct 20, 2011Apr 24, 2026

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 12 years row, are measured over the window both funds cover: Oct 31, 2014 to Nov 6, 2026 (12 years).

SCHD vs STXX 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 12 years both funds cover.

SCHD vs STXX Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Tradr 2X Long STX Daily ETF (STXX) is an ETF from Tradr ETFs. Over the past year SCHD returned +37.26% while STXX returned -58.69%. Year to date, SCHD is up 29.95% versus a loss of 58.69% for STXX.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

STXX has been the more volatile fund, with annualized monthly volatility of 82.0% compared with 14.9% 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 -87.1% for STXX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.12. They move largely independently of each other.

Fees and Cost Over Time

SCHD charges 0.06% per year while STXX charges 1.49%. On a $10,000 position that is $6 vs $149 annually, a gap of $143 per year that compounds over a long holding period. On income, SCHD currently yields 2.96% against 0.00% for STXX.

You are not choosing between two funds in isolation.

Whichever of SCHD and STXX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDSTXX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or STXX?

SCHD has an expense ratio of 0.06% while STXX charges 1.49%. SCHD is the cheaper option, by $143 a year on a $10,000 investment.

Which performed better, SCHD or STXX?

Over the past year SCHD returned +37.26% vs -58.69% for STXX, so SCHD leads on 1-year performance. Over the longest common window we track (12 years), SCHD annualized +10.39% vs -7.09% for STXX. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHD or STXX?

STXX has been the more volatile fund at 82.0% annualized versus 14.9% for SCHD. Worst drawdown: SCHD -33.4% vs STXX -87.1%.

Should I hold both SCHD and STXX?

SCHD and STXX have a monthly-return correlation of -0.12, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SCHD or STXX?

SCHD yields 2.96% while STXX yields 0.00%, so SCHD currently pays the higher dividend yield.

Is STXX better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.