Compare · 2 funds side by side · dividends reinvested

SCHX and SCHD

SCHXSchwab×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,684SCHX · best of the two

02 / 04

SCHX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.08%+8.4%+9.3%+21.8%+10.8%−9.0%13.7%$71.4B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SCHX 2009 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Large-Cap ETF · $71.4B$16,684

SCHX

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

SCHXMeasureSCHD

+8.4%Year to dateJan 1 → Nov 6+31.4%

+9.3%1 yearTotal return+37.0%

+21.8%3 years · per year$10,000 became $18,059 · $17,266+20.0%

+10.8%5 years · per year$10,000 became $16,684 · $16,267+10.2%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.08%Trailing 12-mo yield$108 · $300 a year on $10k3.00%

−9.0%Worst dropSmaller is better−6.9%

13.7%VolatilityLower is calmer11.7%

SCHXSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHX vs SCHD: Top 5 Holdings

Today

SCHX

26.3%in top 5

SCHD

in top 521.4%

SCHXStockSCHD

7.5%AAPLnot top 5

6.6%NVDAnot top 5

5.9%MSFTnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common8.4%

End-of-day Nov 6, 2026 · share of each fund

SCHX vs SCHD Returns, Every Period

SchwabSCHX

+10.8%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

SCHXSCHDFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: SCHX vs SCHD

YTD

SchwabSCHX

+8.4%

SCHDSchwab

+31.4%

+8.4%Year to date+31.4%

−9.0%Worst drop · 1Y−6.9%

13.7%Volatility · 1Y11.7%

1.1%Yield3.0%

$71.4BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHX, SCHD

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

SCHD0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHX, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SCHX1.08%$108

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SCHX$108 − $3 = $105

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHX, SCHD

Today

8.4%most shared, SCHX and SCHD

SCHXSCHD

SCHX—8.4%

SCHD8.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SCHXWorst drop−9.0%13.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSCHX

+31.4%Year to date+8.4%

3.0%Yield1.1%

+37.0%Past year+9.3%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026