SCHD vs XDEF
Schwab US Dividend Equity ETF vs Xtrackers Europe Defense Technologies ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | XDEF | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.35% | |
| AUM | $103.7B | $4M | |
| Dividend Yield | 3.31% | 1.57% | |
| Holdings | 104 | 32 | |
| YTD Return | +24.26% | -2.55% | |
| 1Y Return | +31.38% | - | |
| 3Y Return (annualized) | +15.08% | - | |
| 5Y Return (annualized) | +9.72% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -19.0% | |
| Fund Family | Charles Schwab Asset Management | Xtrackers ETFs | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Feb 19, 2026 |
SCHD vs XDEF Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Xtrackers Europe Defense Technologies ETF (XDEF) is a ETF from Xtrackers ETFs. Year to date, SCHD is up 24.26% versus a loss of 2.55% for XDEF.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -19.0% for XDEF. 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 XDEF charges 0.35%. On a $10,000 position that is $6 vs $35 annually, a gap of $29 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 1.57% for XDEF.
Holdings Overlap
SCHD and XDEF share 0 holdings out of 135 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 XDEF?
SCHD has an expense ratio of 0.06% while XDEF charges 0.35%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
What is the holdings overlap between SCHD and XDEF?
SCHD and XDEF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 135 unique securities.
Which pays a higher dividend, SCHD or XDEF?
SCHD yields 3.31% while XDEF yields 1.57%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.