SPXD vs. SCHV

Last updated Jun 5, 2026

SPXD (Xtrackers S&P 500 Diversified Sector Weight ETF) and SCHV (Schwab U.S. Large-Cap Value ETF) are both Large Cap Value Equities funds - SPXD tracks the S&P 500 Diversified Sector Weight Index while SCHV tracks the Dow Jones U.S. Large-Cap Value Total Stock Market Index. Both are passively managed. Their correlation of 0.93 suggests significant overlap in exposure. SPXD charges 0.09%/yr vs 0.04%/yr for SCHV.

Performance

SPXD vs. SCHV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers S&P 500 Diversified Sector Weight ETF (SPXD) and Schwab U.S. Large-Cap Value ETF (SCHV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SPXD achieves a 10.08% return, which is significantly lower than SCHV's 15.97% return.

SPXD

• 1D: 0.59%
• 1M: 3.15%
• YTD: 10.08%
• 6M: 10.66%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SCHV

• 1D: 0.50%
• 1M: 5.01%
• YTD: 15.97%
• 6M: 16.54%
• 1Y: 29.76%
• 3Y*: 19.24%
• 5Y*: 10.51%
• 10Y*: 11.51%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SPXD vs. SCHV - Yearly Performance Comparison

	2026 (YTD)	2025
SPXD Xtrackers S&P 500 Diversified Sector Weight ETF	10.08%	5.02%
SCHV Schwab U.S. Large-Cap Value ETF	15.97%	5.76%

Correlation

The correlation between SPXD and SCHV is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 25, 2025	0.93

Return for Risk

SPXD vs. SCHV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCHV

SCHV Risk / Return Rank: 85
SCHV Sharpe Ratio Rank: 86
SCHV Sortino Ratio Rank: 88
SCHV Omega Ratio Rank: 83
SCHV Calmar Ratio Rank: 83
SCHV Martin Ratio Rank: 85

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPXD vs. SCHV - 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. Large-Cap Value ETF (SCHV). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	SPXD	SCHV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.82	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.73	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.68	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.70	0.72	+0.98

Drawdowns

SPXD vs. SCHV - Drawdown Comparison

The maximum SPXD drawdown since its inception was -7.53%, smaller than the maximum SCHV drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for SPXD and SCHV.

Drawdown Indicators

	SPXD	SCHV	Difference
Max Drawdown Largest peak-to-trough decline	-7.53%	-37.08%	+29.55%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.83%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-15.26%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-19.78%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-37.08%	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-1.23%	-3.83%	+2.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.68%	—

Volatility

Volatility by Period

	SPXD	SCHV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.97%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.14%	—
Volatility (1Y) Calculated over the trailing 1-year period	10.78%	10.63%	+0.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.78%	14.51%	-3.73%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.78%	16.93%	-6.15%

SPXD vs. SCHV - Expense Ratio Comparison

SPXD has a 0.09% expense ratio, which is higher than SCHV's 0.04% 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. SCHV - Dividend Comparison

SPXD's dividend yield for the trailing twelve months is around 1.02%, less than SCHV's 1.75% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SCHV Schwab U.S. Large-Cap Value ETF	1.75%	2.02%	2.25%	2.42%	2.37%	1.93%	3.03%	3.02%	3.05%	2.37%	2.65%	2.69%
SPXD Xtrackers S&P 500 Diversified Sector Weight ETF	1.02%	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

Can I hold both SPXD and SCHV in my portfolio?

With a correlation of 0.93, SPXD and SCHV move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, SPXD or SCHV?

On fees, SCHV is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SPXD or SCHV?

SCHV is cheaper with a 0.04% expense ratio, compared with 0.09% for SPXD.

Which ETF pays a higher dividend yield, SPXD or SCHV?

SCHV has the higher dividend yield at 1.75%, compared with 1.02% for SPXD.

What is the main difference between SPXD and SCHV?

SPXD tracks S&P 500 Diversified Sector Weight Index, while SCHV tracks Dow Jones U.S. Large-Cap Value Total Stock Market Index. They also come from different issuers: Xtrackers and Charles Schwab. Their fees differ too: 0.09% for SPXD and 0.04% for SCHV.