SCHD vs XOEX
Schwab US Dividend Equity ETF vs Xtrackers S&P 100 Ex Top 20 ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | XOEX | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.15% | |
| AUM | $108.7B | $241M | |
| Dividend Yield | 3.13% | 1.46% | |
| Holdings | 104 | 83 | |
| YTD Return | +28.70% | +14.23% | |
| 1Y Return | +32.27% | - | |
| 3Y Return (annualized) | +17.27% | - | |
| 5Y Return (annualized) | +10.23% | - | |
| Volatility (annualized) | 13.7% | - | |
| Max Drawdown | -33.4% | -7.5% | |
| Fund Family | Charles Schwab Asset Management | DWS | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Nov 9, 2022 |
SCHD vs XOEX Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Xtrackers S&P 100 Ex Top 20 ETF (XOEX) is a ETF from DWS. Year to date, SCHD is up 28.70% versus a gain of 14.23% for XOEX.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -7.5% for XOEX. 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 XOEX charges 0.15%. On a $10,000 position that is $6 vs $15 annually, a gap of $9 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 1.46% for XOEX.
Holdings Overlap
SCHD and XOEX share 19 holdings out of 162 unique holdings combined, representing a 25.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or XOEX?
SCHD has an expense ratio of 0.06% while XOEX charges 0.15%. SCHD is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
What is the holdings overlap between SCHD and XOEX?
SCHD and XOEX share 19 common holdings with a 25.8% weight overlap. Combined, they hold 162 unique securities.
Which pays a higher dividend, SCHD or XOEX?
SCHD yields 3.13% while XOEX yields 1.46%, so SCHD currently pays the higher dividend yield.
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