SCHD vs XXX

SCHD vs XXX

Which is better, SCHD or XXX?

SCHD costs less.

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

MetricSCHDXXX
Expense Ratio0.06%Best0.95%
AUM$112.1B$536,369.16
Dividend Yield3.00%0.09%
Holdings103454
YTD Return+25.88%Best+4.63%
1Y Return+30.22%-
3Y Return (annualized)+16.05%-
5Y Return (annualized)+10.17%-
Fund FamilyCharles Schwab Asset ManagementCyber Hornet ETF
CategoryEquityAlternative
StyleLarge Cap Value-
InceptionOct 20, 2011Jan 30, 2026

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

SCHD vs XXX 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 XXX Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and CYBER HORNET S&P 500 and XRP 75/25 Strategy ETF (XXX) is an ETF from Cyber Hornet ETF. Year to date, SCHD is up 25.88% versus a gain of 4.63% for XXX.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while XXX charges 0.95%. On a $10,000 position that is $6 vs $95 annually, a gap of $89 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.09% for XXX.

Holdings Overlap

SCHD already in XXX94.2%

At least 94.2% of SCHD's money is in holdings XXX also owns.

Stated as a floor: for XXX, our book for it covers 58.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of SCHD is already inside XXX. Owning both mostly buys the same companies twice.

44 positions in common, counted across the 100 positions we hold weights for in SCHD and 454 in XXX, against full books of 103 and 454.

Top Shared Holdings

StockWeight in SCHDWeight in XXXDifference
MRKMerck & Company Inc4.77%0.32%4.45%
AMGNAmgen Inc.4.70%0.19%4.51%
ABTAbbott Laboratories4.69%0.18%4.51%
KOCoca Cola Co.4.17%0.31%3.86%
CVXChevron Corp4.02%0.33%3.69%
HDHome Depot Inc/The3.88%0.29%3.59%
UNHUnitedhealth Group Incorporated3.82%0.34%3.48%
VZVerizon Communic3.97%0.18%3.79%
PGProcter & Gamble Company3.83%0.30%3.53%
COPConocophillips Common Stock USD 0.013.94%0.14%3.80%

94.2% of SCHD is already inside XXX.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SCHDXXX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or XXX?

SCHD has an expense ratio of 0.06% while XXX charges 0.95%. SCHD is the cheaper option, by $89 a year on a $10,000 investment.

What is the holdings overlap between SCHD and XXX?

At least 94.2% of SCHD's money is in holdings XXX also owns. Our book for XXX is partial, so the real figure is this or higher. They hold 44 positions in common, counted across the 100 positions we hold weights for in SCHD and 454 in XXX.

Which pays a higher dividend, SCHD or XXX?

SCHD yields 3.00% while XXX yields 0.09%, so SCHD currently pays the higher dividend yield.

Is XXX 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.