SCHD vs XLK
Comparison between SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF) and STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK, ETF).
5-Year PerformanceXLK has outperformed SCHD, delivering a return of +20.3% compared to +9.7%
SCHD vs XLK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHD
$104B
Winner
XLK
$115B
Expense Ratio
Winner
SCHD
0.06%
XLK
0.08%
Max Drawdown
Winner
SCHD
33.37%
XLK
82.05%
Sharpe Ratio
Winner
SCHD
2.21
XLK
1.38
5Y Beta
Winner
SCHD
0.52
XLK
1.46
P/E Ratio
Winner
SCHD
18.16
XLK
40.30
Forward P/E
Winner
SCHD
15.11
XLK
22.96
PEG Ratio
SCHD
0.76
Winner
XLK
0.19
5Y Dividends CAGR
Winner
SCHD
8.35%
XLK
7.89%
5Y EPS CAGR
SCHD
9.11%
Winner
XLK
34.72%
Debt to Equity
SCHD
47.32%
Winner
XLK
13.74%
P/S Ratio
Winner
SCHD
1.83
XLK
8.41
P/B Ratio
Winner
SCHD
3.72
XLK
10.85
SCHD vs XLK - Holdings Comparison
SCHD and XLK have 5 common holdings. Overlap is 3.71%
SCHD's top 25 holdings weight is 79.03%. XLK's top 25 holdings weight is 82.94%.
| Rank | SCHD | XLK |
|---|---|---|
| #1 | ABBOTT LABORATORIES (ABT) - 4.71% | NVIDIA CORP (NVDA) - 13.94% |
| #2 | AMGEN INC (AMGN) - 4.30% | APPLE INC (AAPL) - 13.58% |
| #3 | MERCK & CO INC (MRK) - 4.27% | MICROSOFT CORP (MSFT) - 8.46% |
| #4 | COCA-COLA CO (KO) - 4.23% | BROADCOM INC (AVGO) - 5.07% |
| #5 | UNITEDHEALTH GROUP INC (UNH) - 4.22% | ADVANCED MICRO DEVICES INC (AMD) - 4.43% |
| #6 | THE HOME DEPOT INC (HD) - 4.17% | MICRON TECHNOLOGY INC (MU) - 3.80% |
| #7 | PROCTER & GAMBLE CO (PG) - 3.97% | INTEL CORP (INTC) - 3.17% |
| #8 | CHEVRON CORP (CVX) - 3.90% | CISCO SYSTEMS INC (CSCO) - 3.02% |
| #9 | VERIZON COMMUNICATIONS INC (VZ) - 3.89% | APPLIED MATERIALS INC (AMAT) - 2.88% |
| #10 | PEPSICO INC (PEP) - 3.76% | LAM RESEARCH CORP (LRCX) - 2.65% |
| #11 | CONOCOPHILLIPS (COP) - 3.67% | n/a (PLTR) - 2.14% |
| #12 | BRISTOL-MYERS SQUIBB CO (BMY) - 3.38% | PALO ALTO NETWORKS INC (PANW) - 1.95% |
| #13 | TEXAS INSTRUMENTS INC (TXN) - 3.34% | KLA CORP (KLAC) - 1.87% |
| #14 | LOCKHEED MARTIN CORP (LMT) - 3.01% | TEXAS INSTRUMENTS INC (TXN) - 1.79% |
| #15 | ALTRIA GROUP INC (MO) - 2.88% | ORACLE CORP (ORCL) - 1.42% |
| #16 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.72% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.42% |
| #17 | ACCENTURE PLC CLASS A (ACN) - 2.57% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.40% |
| #18 | BLACKSTONE INC (BX) - 2.53% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.38% |
| #19 | QUALCOMM INC (QCOM) - 2.32% | AMPHENOL CORP CLASS A (APH) - 1.28% |
| #20 | COMCAST CORP CLASS A (CMCSA) - 2.21% | ANALOG DEVICES INC (ADI) - 1.26% |
| #21 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.02% | QUALCOMM INC (QCOM) - 1.24% |
| #22 | EOG RESOURCES INC (EOG) - 1.96% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.24% |
| #23 | SLB LTD (SLB) - 1.86% | ARISTA NETWORKS INC (ANET) - 1.21% |
| #24 | TARGET CORP (TGT) - 1.71% | MARVELL TECHNOLOGY INC (MRVL) - 1.18% |
| #25 | FORD MOTOR CO (F) - 1.43% | WESTERN DIGITAL CORP (WDC) - 1.16% |
| Total Holdings | 103 | 77 |
SCHD vs XLK - Historical Returns
Returns include dividend reinvestment.
1M
SCHD
+4.18%
Winner
XLK
+4.91%
3M
SCHD
+8.34%
Winner
XLK
+10.90%
6M
SCHD
+9.49%
Winner
XLK
+33.51%
1Y
SCHD
+31.36%
Winner
XLK
+43.53%
5Y(CAGR)
SCHD
+9.69%
Winner
XLK
+20.30%
10Y(CAGR)
SCHD
+12.83%
Winner
XLK
+24.41%
Max(CAGR)
Winner
SCHD
+13.48%
XLK
+9.72%
SCHD vs XLK - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHD | XLK |
|---|---|---|
| 2026 | +24.26% | +30.58% |
| 2025 | +4.56% | +24.89% |
| 2024 | +10.86% | +24.90% |
| 2023 | +4.71% | +57.51% |
| 2022 | -3.21% | -28.41% |
| 2021 | +31.74% | +36.98% |
| 2020 | +14.78% | +40.97% |
| 2019 | +27.28% | +49.76% |
| 2018 | -5.85% | -2.86% |
| 2017 | +20.20% | +33.07% |
| 2016 | +17.78% | +16.54% |
| 2015 | -0.21% | +5.69% |
| 2014 | +12.79% | +19.01% |
| 2013 | +30.09% | +22.18% |
| 2012 | +10.39% | +13.69% |
| 2011 | +5.31% | +1.48% |
| 2010 | N/A | +9.77% |
| 2009 | N/A | +45.83% |
| 2008 | N/A | -40.31% |
| 2007 | N/A | +15.10% |
| 2006 | N/A | +10.55% |
| 2005 | N/A | +0.54% |
| 2004 | N/A | +5.13% |
| 2003 | N/A | +31.57% |
| 2002 | N/A | -39.68% |
| 2001 | N/A | -18.64% |
| 2000 | N/A | -43.52% |
| 1999 | N/A | +26.96% |
SCHD vs XLK Drawdown Comparison
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The maximum drawdown for XLK was -82.05%, occurring on Oct 9, 2002. Recovery took 4255 trading sessions.
The current XLK drawdown is -5.05%.
| Rank | SCHD | XLK |
|---|---|---|
| #1 | -33.37% Jan 23, 2020 - Sep 2, 2020 | -82.05% Mar 27, 2000 - Feb 24, 2017 |
| #2 | -17.07% Sep 21, 2018 - Apr 4, 2019 | -33.56% Dec 27, 2021 - Jun 15, 2023 |
| #3 | -16.82% Jan 11, 2022 - Dec 27, 2023 | -31.15% Feb 19, 2020 - Jun 9, 2020 |
| #4 | -16.13% Nov 29, 2024 - Jan 8, 2026 | -25.66% Feb 19, 2025 - Jun 12, 2025 |
| #5 | -13.93% Mar 2, 2015 - Mar 11, 2016 | -23.77% Oct 3, 2018 - Apr 3, 2019 |
| #6 | -12.37% Jan 26, 2018 - Sep 20, 2018 | -16.97% Jul 10, 2024 - Nov 7, 2024 |
| #7 | -8.68% Apr 23, 2019 - Jul 23, 2019 | -15.93% Oct 29, 2025 - Apr 16, 2026 |
| #8 | -7.63% Sep 2, 2020 - Oct 8, 2020 | -15.86% Jun 2, 2026 - Jul 29, 2026 |
| #9 | -7.10% Jul 26, 2019 - Sep 10, 2019 | -12.70% Sep 2, 2020 - Dec 8, 2020 |
| #10 | -6.88% Oct 12, 2020 - Nov 9, 2020 | -11.72% Jan 3, 2000 - Feb 10, 2000 |
| #11 | -6.77% Oct 28, 2011 - Dec 6, 2011 | -10.94% Jul 18, 2023 - Nov 14, 2023 |
| #12 | -6.68% Dec 31, 2013 - Mar 25, 2014 | -10.46% Apr 24, 2019 - Jun 20, 2019 |
| #13 | -6.50% Sep 19, 2014 - Oct 31, 2014 | -10.38% Jan 26, 2018 - Feb 26, 2018 |
| #14 | -6.34% Apr 2, 2012 - Jul 3, 2012 | -9.43% Mar 12, 2018 - Jun 1, 2018 |
| #15 | -6.23% Oct 18, 2012 - Jan 4, 2013 | -9.21% Feb 12, 2021 - Apr 7, 2021 |
Correlation
Correlation between SCHD and XLK is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
SCHD vs XLK dividend yield comparison.
| Year | SCHD | XLK |
|---|---|---|
| 2026 | 1.50% | 0.21% |
| 2025 | 3.82% | 0.54% |
| 2024 | 3.64% | 0.66% |
| 2023 | 3.49% | 0.76% |
| 2022 | 3.39% | 1.04% |
| 2021 | 2.78% | 0.65% |
| 2020 | 3.16% | 0.92% |
| 2019 | 2.98% | 1.16% |
| 2018 | 3.06% | 1.60% |
| 2017 | 2.63% | 1.37% |
| 2016 | 2.89% | 1.74% |
| 2015 | 2.97% | 1.79% |
| 2014 | 2.63% | 1.75% |
| 2013 | 2.47% | 1.70% |
| 2012 | 2.86% | 1.74% |
| 2011 | 0.47% | 1.51% |
| 2010 | 0.00% | 1.28% |
| 2009 | 0.00% | 1.37% |
| 2008 | 0.00% | 1.46% |
| 2007 | 0.00% | 0.72% |
| 2006 | 0.00% | 1.16% |
| 2005 | 0.00% | 0.71% |
| 2004 | 0.00% | 1.98% |
| 2003 | 0.00% | 0.69% |
| 2002 | 0.00% | 0.28% |
| 1999 | 0.00% | 0.00% |
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