DIVB vs. SCHX
DIVB (iShares U.S. Dividend and Buyback ETF) and SCHX (Schwab U.S. Large-Cap ETF) are both Large Cap Blend Equities funds - DIVB tracks the Morningstar US Dividend and Buyback Index while SCHX tracks the Dow Jones U.S. Large-Cap Total Stock Market Index. Both are passively managed. Over the past 5 years, DIVB returned 12.19%/yr vs 13.29%/yr for SCHX. Their correlation of 0.84 suggests significant overlap in exposure. DIVB charges 0.25%/yr vs 0.03%/yr for SCHX.
Performance
DIVB vs. SCHX - Performance Comparison
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Returns By Period
In the year-to-date period, DIVB achieves a 17.35% return, which is significantly higher than SCHX's 10.72% return.
DIVB
- 1D
- -0.56%
- 1M
- 8.55%
- YTD
- 17.35%
- 6M
- 17.71%
- 1Y
- 29.81%
- 3Y*
- 22.07%
- 5Y*
- 12.19%
- 10Y*
- —
SCHX
- 1D
- -0.70%
- 1M
- 5.06%
- YTD
- 10.72%
- 6M
- 10.60%
- 1Y
- 27.36%
- 3Y*
- 22.38%
- 5Y*
- 13.29%
- 10Y*
- 15.41%
DIVB vs. SCHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DIVB iShares U.S. Dividend and Buyback ETF | 17.35% | 15.09% | 18.59% | 13.27% | -10.51% | 31.29% | 10.78% | 32.72% | -8.16% | 5.95% |
SCHX Schwab U.S. Large-Cap ETF | 10.72% | 17.46% | 24.88% | 26.84% | -19.41% | 26.81% | 20.81% | 31.22% | -4.66% | 3.91% |
Correlation
The correlation between DIVB and SCHX is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Nov 10, 2017 | 0.84 |
The correlation between DIVB and SCHX shifts across timeframes, from 0.64 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
DIVB vs. SCHX — Risk / Return Rank
DIVB
SCHX
DIVB vs. SCHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Dividend and Buyback ETF (DIVB) and Schwab U.S. Large-Cap ETF (SCHX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DIVB | SCHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.35 | ||
| Sortino ratioReturn per unit of downside risk | +0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.41 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 4.39 | 3.05 | +1.34 |
| Martin ratioReturn relative to average drawdown | 14.95 | 13.85 | +1.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DIVB | SCHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.65 | 2.29 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.78 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.85 | -0.09 |
Drawdowns
DIVB vs. SCHX - Drawdown Comparison
The maximum DIVB drawdown since its inception was -36.93%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for DIVB and SCHX.
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Drawdown Indicators
| DIVB | SCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -34.33% | -2.60% |
Max Drawdown (1Y)Largest decline over 1 year | -6.82% | -9.02% | +2.20% |
Max Drawdown (3Y)Largest decline over 3 years | -15.45% | -19.04% | +3.59% |
Max Drawdown (5Y)Largest decline over 5 years | -21.08% | -25.41% | +4.33% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.33% | — |
Current DrawdownCurrent decline from peak | -0.56% | -0.70% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -3.97% | -1.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 1.98% | +0.02% |
Volatility
DIVB vs. SCHX - Volatility Comparison
iShares U.S. Dividend and Buyback ETF (DIVB) has a higher volatility of 3.34% compared to Schwab U.S. Large-Cap ETF (SCHX) at 2.91%. This indicates that DIVB's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DIVB | SCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.34% | 2.91% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 8.44% | 9.02% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.33% | 11.99% | -0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.23% | 17.12% | -1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.38% | 18.15% | +0.23% |
DIVB vs. SCHX - Expense Ratio Comparison
DIVB has a 0.25% expense ratio, which is higher than SCHX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
DIVB vs. SCHX - Dividend Comparison
DIVB's dividend yield for the trailing twelve months is around 2.19%, more than SCHX's 1.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVB iShares U.S. Dividend and Buyback ETF | 2.19% | 2.50% | 2.61% | 3.18% | 2.02% | 1.63% | 2.08% | 2.07% | 2.52% | 0.37% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 1.01% | 1.09% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.02% | 1.70% | 1.92% | 2.04% |
Frequently Asked Questions
DIVB and SCHX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DIVB has higher volatility (3.34%) compared to SCHX (2.91%). In terms of maximum drawdown, DIVB dropped -36.93% vs SCHX's -34.33%.
On 5-year performance, SCHX leads with 13.29% vs 12.19% for DIVB. On fees, SCHX is cheaper at 0.03% per year. On volatility, SCHX has been the lower-risk option at 2.91%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, SCHX has performed better with a 13.29% return vs 12.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SCHX is cheaper with a 0.03% expense ratio, compared with 0.25% for DIVB.
DIVB has the higher dividend yield at 2.19%, compared with 1.01% for SCHX.
DIVB tracks Morningstar US Dividend and Buyback Index, while SCHX tracks Dow Jones U.S. Large-Cap Total Stock Market Index. They also come from different issuers: iShares and Charles Schwab. Their fees differ too: 0.25% for DIVB and 0.03% for SCHX.
DIVB currently has the higher Sharpe Ratio (2.65 vs 2.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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