SCHD vs XXX

SCHD vs XXX
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Quick Verdict

SCHD has a lower expense ratio. XXX offers more diversification with 455 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: XXX

Side-by-Side Comparison

MetricSCHDXXXWinner
Expense Ratio0.06%0.95%
AUM$108.7B$500,851.15
Dividend Yield3.13%0.09%
Holdings104455
YTD Return+27.67%-0.67%
1Y Return+31.26%-
3Y Return (annualized)+16.66%-
5Y Return (annualized)+10.18%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-12.9%
Fund FamilyCharles Schwab Asset ManagementCyber Hornet ETF
CategoryEquityAlternative
InceptionOct 20, 2011Jan 30, 2026

SCHD vs XXX Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and CYBER HORNET S&P 500 and XRP 75/25 Strategy ETF (XXX) is a ETF from Cyber Hornet ETF. Year to date, SCHD is up 27.67% versus a loss of 0.67% for XXX.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -12.9% for XXX. 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 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 3.13% against 0.09% for XXX.

Holdings Overlap

6.0%overlap

SCHD and XXX share 42 holdings out of 501 unique holdings combined, representing a 6.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in XXXDifference
ABT4.70%0.22%4.48%
AMGN4.62%0.24%4.38%
HD4.32%0.42%3.90%
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UNHProProPro
PGProProPro
CVXProProPro
VZProProPro
PEPProProPro
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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. On a $10,000 investment, that is $89 per year of difference.

What is the holdings overlap between SCHD and XXX?

SCHD and XXX share 42 common holdings with a 6.0% weight overlap. Combined, they hold 501 unique securities.

Which pays a higher dividend, SCHD or XXX?

SCHD yields 3.13% while XXX yields 0.09%, so SCHD currently pays the higher dividend yield.

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