SCHX vs SCHD
Comparison between SCHWAB U.S. LARGE-CAP ETF (SCHX, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceSCHX has outperformed SCHD, delivering a return of +12.8% compared to +8.3%
SCHX vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHX
$68B
Winner
SCHD
$91B
Expense Ratio
Winner
SCHX
0.03%
SCHD
0.06%
Max Drawdown
SCHX
34.33%
Winner
SCHD
33.37%
Sharpe Ratio
SCHX
1.55
Winner
SCHD
1.95
5Y Beta
SCHX
0.98
Winner
SCHD
0.54
P/E Ratio
SCHX
29.64
Winner
SCHD
18.51
Forward P/E
SCHX
21.84
Winner
SCHD
14.94
PEG Ratio
SCHX
N/A
SCHD
0.96
5Y Dividends CAGR
SCHX
4.30%
Winner
SCHD
9.11%
5Y EPS CAGR
Winner
SCHX
28.75%
SCHD
7.28%
Debt to Equity
Winner
SCHX
42.65%
SCHD
55.15%
P/S Ratio
SCHX
3.55
Winner
SCHD
1.87
P/B Ratio
SCHX
5.47
Winner
SCHD
3.86
SCHX vs SCHD - Holdings Comparison
SCHX and SCHD have 45 common holdings. Overlap is 3.05%
SCHX's top 25 holdings weight is 48.06%. SCHD's top 25 holdings weight is 80.48%.
| Rank | SCHX | SCHD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.69% | QUALCOMM INC (QCOM) - 6.64% |
| #2 | APPLE INC (AAPL) - 6.67% | TEXAS INSTRUMENTS INC (TXN) - 6.24% |
| #3 | MICROSOFT CORP (MSFT) - 4.55% | UNITEDHEALTH GROUP INC (UNH) - 5.02% |
| #4 | AMAZON.COM INC (AMZN) - 3.82% | COCA-COLA CO (KO) - 4.01% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.33% | MERCK & CO INC (MRK) - 3.87% |
| #6 | BROADCOM INC (AVGO) - 2.95% | CHEVRON CORP (CVX) - 3.86% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.65% | VERIZON COMMUNICATIONS INC (VZ) - 3.68% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.97% | CONOCOPHILLIPS (COP) - 3.57% |
| #9 | TESLA INC (TSLA) - 1.80% | PROCTER & GAMBLE CO (PG) - 3.51% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.49% | PEPSICO INC (PEP) - 3.46% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% | AMGEN INC (AMGN) - 3.44% |
| #12 | ELI LILLY AND CO (LLY) - 1.24% | THE HOME DEPOT INC (HD) - 3.27% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.22% | ALTRIA GROUP INC (MO) - 3.04% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.21% | ABBOTT LABORATORIES (ABT) - 2.98% |
| #15 | EXXON MOBIL CORP (XOM) - 0.92% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.96% |
| #16 | INTEL CORP (INTC) - 0.85% | ACCENTURE PLC CLASS A (ACN) - 2.73% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.82% | LOCKHEED MARTIN CORP (LMT) - 2.70% |
| #18 | VISA INC CLASS A (V) - 0.81% | COMCAST CORP CLASS A (CMCSA) - 2.26% |
| #19 | WALMART INC (WMT) - 0.77% | BLACKSTONE INC (BX) - 2.21% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.69% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.20% |
| #21 | WILLIAMS COMPANIES INC (WMB) - 0.28% | SLB LTD (SLB) - 2.17% |
| #22 | WESTERN DIGITAL CORP (WDC) - 0.26% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.89% |
| #23 | TJX COMPANIES INC (TJX) - 0.26% | EOG RESOURCES INC (EOG) - 1.85% |
| #24 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.25% | FORD MOTOR CO (F) - 1.50% |
| #25 | SALESFORCE INC (CRM) - 0.25% | ONEOK INC (OKE) - 1.42% |
| Total Holdings | 677 | 103 |
SCHX vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHX
+1.93%
SCHD
+1.92%
3M
Winner
SCHX
+8.38%
SCHD
+4.20%
6M
SCHX
+7.86%
Winner
SCHD
+18.73%
1Y
SCHX
+25.11%
Winner
SCHD
+27.89%
5Y(CAGR)
Winner
SCHX
+12.78%
SCHD
+8.32%
10Y(CAGR)
Winner
SCHX
+15.11%
SCHD
+12.70%
Max(CAGR)
Winner
SCHX
+14.50%
SCHD
+13.21%
SCHX vs SCHD - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SCHX | SCHD |
|---|---|---|
| 2026 | +8.02% | +17.46% |
| 2025 | +17.61% | +4.56% |
| 2024 | +25.70% | +10.86% |
| 2023 | +27.45% | +4.71% |
| 2022 | -19.90% | -3.21% |
| 2021 | +28.43% | +31.74% |
| 2020 | +19.74% | +14.78% |
| 2019 | +31.32% | +27.28% |
| 2018 | -5.33% | -5.85% |
| 2017 | +21.01% | +20.20% |
| 2016 | +13.57% | +17.78% |
| 2015 | +1.10% | -0.21% |
| 2014 | +14.34% | +12.79% |
| 2013 | +29.19% | +30.09% |
| 2012 | +14.48% | +10.39% |
| 2011 | +0.47% | +5.31% |
| 2010 | +14.17% | N/A |
| 2009 | +7.34% | N/A |
SCHX vs SCHD Drawdown Comparison
The maximum drawdown for SCHX was -34.33%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The current SCHX drawdown is -2.91%. The current SCHD drawdown is -1.61%.
| Rank | SCHX | SCHD |
|---|---|---|
| #1 | -34.33% Feb 19, 2020 - Aug 6, 2020 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -25.40% Dec 27, 2021 - Dec 13, 2023 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -19.48% Sep 20, 2018 - Apr 12, 2019 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -19.27% Apr 29, 2011 - Feb 3, 2012 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -19.04% Feb 19, 2025 - Jun 26, 2025 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -15.60% Apr 23, 2010 - Nov 4, 2010 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -13.95% Jul 20, 2015 - Jun 2, 2016 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -9.91% Jan 26, 2018 - Jul 25, 2018 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -9.80% Apr 2, 2012 - Aug 16, 2012 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -9.26% Sep 2, 2020 - Nov 11, 2020 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -9.03% Jan 12, 2026 - Apr 15, 2026 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -8.55% Jul 16, 2024 - Sep 19, 2024 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -7.79% Jan 19, 2010 - Mar 10, 2010 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -7.43% Sep 18, 2014 - Oct 31, 2014 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -7.34% Sep 14, 2012 - Jan 2, 2013 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
Correlation
Correlation between SCHX and SCHD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2009 - 2026)
SCHX vs SCHD dividend yield comparison.
| Year | SCHX | SCHD |
|---|---|---|
| 2026 | 0.25% | 0.80% |
| 2025 | 1.09% | 3.82% |
| 2024 | 1.22% | 3.64% |
| 2023 | 1.39% | 3.49% |
| 2022 | 1.64% | 3.39% |
| 2021 | 1.22% | 2.78% |
| 2020 | 1.64% | 3.16% |
| 2019 | 1.82% | 2.98% |
| 2018 | 2.02% | 3.06% |
| 2017 | 1.70% | 2.63% |
| 2016 | 1.93% | 2.89% |
| 2015 | 2.04% | 2.97% |
| 2014 | 1.76% | 2.63% |
| 2013 | 1.65% | 2.47% |
| 2012 | 2.18% | 2.86% |
| 2011 | 1.89% | 0.47% |
| 2010 | 1.54% | 0.00% |
| 2009 | 0.19% | 0.00% |
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