SPXD vs. SCHD
SPXD (Xtrackers S&P 500 Diversified Sector Weight ETF) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - SPXD is a Large Cap Value Equities fund tracking the S&P 500 Diversified Sector Weight Index, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Both are passively managed. A 0.74 correlation means they provide meaningful diversification when combined. SPXD charges 0.09%/yr vs 0.06%/yr for SCHD.
Performance
SPXD vs. SCHD - Performance Comparison
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Returns By Period
In the year-to-date period, SPXD achieves a 10.76% return, which is significantly lower than SCHD's 18.44% return.
SPXD
- 1D
- 0.31%
- 1M
- 1.45%
- YTD
- 10.76%
- 6M
- 9.67%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SCHD
- 1D
- 0.76%
- 1M
- -1.39%
- YTD
- 18.44%
- 6M
- 17.45%
- 1Y
- 26.47%
- 3Y*
- 14.64%
- 5Y*
- 8.70%
- 10Y*
- 12.94%
SPXD vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SPXD Xtrackers S&P 500 Diversified Sector Weight ETF | 10.76% | 4.54% |
SCHD Schwab U.S. Dividend Equity ETF | 18.44% | 2.18% |
Correlation
The correlation between SPXD and SCHD is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 24, 2025 | 0.74 |
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Return for Risk
SPXD vs. SCHD — Risk / Return Rank
SPXD
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SCHD
SPXD vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Diversified Sector Weight ETF (SPXD) and Schwab U.S. Dividend Equity ETF (SCHD). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SPXD | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.43 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 5.76 | — |
| Martin ratioReturn relative to average drawdown | — | 13.87 | — |
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Drawdowns
SPXD vs. SCHD - Drawdown Comparison
The maximum SPXD drawdown since its inception was -7.53%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SPXD and SCHD.
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Drawdown Indicators
| SPXD | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.53% | -33.37% | +25.84% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.61% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.13% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.85% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.37% | — |
Current DrawdownCurrent decline from peak | -0.59% | -1.87% | +1.28% |
Average DrawdownAverage peak-to-trough decline | -1.21% | -3.31% | +2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.91% | — |
Volatility
SPXD vs. SCHD - Volatility Comparison
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Volatility by Period
| SPXD | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.12% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.74% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.84% | 11.09% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.84% | 14.36% | -3.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.84% | 16.70% | -5.86% |
SPXD vs. SCHD - Expense Ratio Comparison
SPXD has a 0.09% expense ratio, which is higher than SCHD's 0.06% 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
SPXD vs. SCHD - Dividend Comparison
SPXD's dividend yield for the trailing twelve months is around 1.40%, less than SCHD's 3.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD Schwab U.S. Dividend Equity ETF | 3.28% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
SPXD Xtrackers S&P 500 Diversified Sector Weight ETF | 1.40% | 0.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SPXD and SCHD have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCHD is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHD is cheaper with a 0.06% expense ratio, compared with 0.09% for SPXD.
SCHD has the higher dividend yield at 3.28%, compared with 1.40% for SPXD.
SPXD is categorized as Large Cap Value Equities, while SCHD is Dividend. SPXD tracks S&P 500 Diversified Sector Weight Index, while SCHD tracks Dow Jones U.S. Dividend 100 Index. They also come from different issuers: Xtrackers and Charles Schwab. Their fees differ too: 0.09% for SPXD and 0.06% for SCHD.
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