SCHD vs TEXX
Schwab US Dividend Equity ETF vs Horizon Kinetics Texas ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | TEXX | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.85% | |
| AUM | $108.7B | $3M | |
| Dividend Yield | 3.13% | 0.00% | |
| Holdings | 104 | 34 | |
| YTD Return | +26.50% | +19.23% | |
| 1Y Return | +31.25% | - | |
| 3Y Return (annualized) | +16.34% | - | |
| 5Y Return (annualized) | +10.10% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -5.9% | |
| Fund Family | Charles Schwab Asset Management | Horizon Kinetics LLC | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Jan 21, 2026 |
SCHD vs TEXX Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Horizon Kinetics Texas ETF (TEXX) is a ETF from Horizon Kinetics LLC. Year to date, SCHD is up 26.50% versus a gain of 19.23% for TEXX.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -5.9% for TEXX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while TEXX charges 0.85%. On a $10,000 position that is $6 vs $85 annually, a gap of $79 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.00% for TEXX.
Holdings Overlap
SCHD and TEXX share 5 holdings out of 127 unique holdings combined, representing a 10.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or TEXX?
SCHD has an expense ratio of 0.06% while TEXX charges 0.85%. SCHD is the cheaper option. On a $10,000 investment, that is $79 per year of difference.
What is the holdings overlap between SCHD and TEXX?
SCHD and TEXX share 5 common holdings with a 10.7% weight overlap. Combined, they hold 127 unique securities.
Which pays a higher dividend, SCHD or TEXX?
SCHD yields 3.13% while TEXX yields 0.00%, so SCHD currently pays the higher dividend yield.
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