SCHD vs TEKX
Schwab US Dividend Equity ETF vs State Street Galaxy Transformative Tech Accelerators ETF
Quick Verdict
SCHD has a lower expense ratio. TEKX delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | TEKX | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.65% | |
| AUM | $103.7B | $16M | |
| Dividend Yield | 3.31% | 0.20% | |
| Holdings | 104 | 71 | |
| YTD Return | +24.26% | +56.66% | |
| 1Y Return | +31.38% | +101.19% | |
| 3Y Return (annualized) | +15.08% | - | |
| 5Y Return (annualized) | +9.72% | - | |
| Volatility (annualized) | 13.6% | 47.4% | |
| Max Drawdown | -33.4% | -43.8% | |
| Fund Family | Charles Schwab Asset Management | SPDR State Street Global Advisors | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Sep 9, 2024 |
SCHD vs TEKX Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and State Street Galaxy Transformative Tech Accelerators ETF (TEKX) is a ETF from SPDR State Street Global Advisors. Over the past year SCHD returned +31.38% while TEKX returned +101.19%. Year to date, SCHD is up 24.26% versus a gain of 56.66% for TEKX.
Risk: Volatility and Drawdowns
TEKX has been the more volatile fund, with annualized monthly volatility of 47.4% 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 -43.8% for TEKX. 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 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while TEKX charges 0.65%. On a $10,000 position that is $6 vs $65 annually, a gap of $59 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.20% for TEKX.
Holdings Overlap
SCHD and TEKX share 0 holdings out of 134 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 TEKX?
SCHD has an expense ratio of 0.06% while TEKX charges 0.65%. SCHD is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
Which performed better, SCHD or TEKX?
Over the past year SCHD returned +31.38% vs +101.19% for TEKX, so TEKX leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +11.39% vs +70.52% for TEKX. Past performance does not guarantee future results.
Which is riskier, SCHD or TEKX?
TEKX has been the more volatile fund at 47.4% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs TEKX -43.8%.
Should I hold both SCHD and TEKX?
SCHD and TEKX have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and TEKX?
SCHD and TEKX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 134 unique securities.
Which pays a higher dividend, SCHD or TEKX?
SCHD yields 3.31% while TEKX yields 0.20%, so SCHD currently pays the higher dividend yield.
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