SCHD vs XSHP

SCHD vs XSHP

Which is better, SCHD or XSHP?

Large Cap Value against Option Writing.

SCHD has a lower expense ratio.

Lower Fees: 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

MetricSCHDXSHP
Expense Ratio0.06%Best0.99%
AUM$112.1B$6M
Dividend Yield3.00%6.73%
Holdings10310
YTD Return+24.59%Best-23.95%
1Y Return+28.14%-
3Y Return (annualized)+15.58%-
5Y Return (annualized)+9.90%-
Fund FamilyCharles Schwab Asset ManagementKurv
CategoryEquityAlternative
StyleLarge Cap ValueOption Writing
InceptionOct 20, 2011Jun 17, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SCHD vs XSHP 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SCHD vs XSHP Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Kurv SpaceX Enhanced Income ETF (XSHP) is an ETF from Kurv. Year to date, SCHD is up 24.59% versus a loss of 23.95% for XSHP.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while XSHP charges 0.99%. On a $10,000 position that is $6 vs $99 annually, a gap of $93 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 6.73% for XSHP.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 1 in XSHP, totalling 100.0% and 8.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 100 positions we hold weights for in SCHD and 1 in XSHP, against full books of 103 and 10.

You are not choosing between two funds in isolation.

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

SCHDXSHP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or XSHP?

SCHD has an expense ratio of 0.06% while XSHP charges 0.99%. SCHD is the cheaper option, by $93 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or XSHP?

SCHD yields 3.00% while XSHP yields 6.73%, so XSHP currently pays the higher dividend yield.

Is XSHP better than SCHD?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.