STRV vs. SCHD
Compare and contrast key facts about Strive 500 ETF (STRV) and Schwab U.S. Dividend Equity ETF (SCHD).
STRV and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. STRV is a passively managed fund by Strive that tracks the performance of the Bloomberg US Large Cap Index. It was launched on Sep 15, 2022. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both STRV and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
STRV vs. SCHD - Performance Comparison
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STRV vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
STRV Strive 500 ETF | -4.52% | 17.95% | 25.13% | 27.70% | -1.96% |
SCHD Schwab U.S. Dividend Equity ETF | 12.79% | 4.34% | 11.66% | 4.54% | 8.06% |
Returns By Period
In the year-to-date period, STRV achieves a -4.52% return, which is significantly lower than SCHD's 12.79% return.
STRV
- 1D
- 3.15%
- 1M
- -4.68%
- YTD
- -4.52%
- 6M
- -2.29%
- 1Y
- 17.78%
- 3Y*
- 18.56%
- 5Y*
- —
- 10Y*
- —
SCHD
- 1D
- 0.66%
- 1M
- -2.61%
- YTD
- 12.79%
- 6M
- 14.49%
- 1Y
- 13.97%
- 3Y*
- 12.05%
- 5Y*
- 8.44%
- 10Y*
- 12.31%
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STRV vs. SCHD - Expense Ratio Comparison
STRV has a 0.05% expense ratio, which is lower than SCHD's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
STRV vs. SCHD — Risk / Return Rank
STRV
SCHD
STRV vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive 500 ETF (STRV) 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.
| STRV | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.89 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.35 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.19 | +0.35 |
Martin ratioReturn relative to average drawdown | 7.13 | 3.99 | +3.14 |
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
| STRV | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.89 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.59 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 0.84 | +0.23 |
Correlation
The correlation between STRV and SCHD is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
STRV vs. SCHD - Dividend Comparison
STRV's dividend yield for the trailing twelve months is around 1.19%, less than SCHD's 3.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STRV Strive 500 ETF | 1.19% | 1.05% | 1.13% | 1.21% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab U.S. Dividend Equity ETF | 3.44% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
STRV vs. SCHD - Drawdown Comparison
The maximum STRV drawdown since its inception was -19.00%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for STRV and SCHD.
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Drawdown Indicators
| STRV | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.00% | -33.37% | +14.37% |
Max Drawdown (1Y)Largest decline over 1 year | -12.08% | -12.74% | +0.66% |
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 | -6.44% | -2.89% | -3.55% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -3.34% | +1.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 3.89% | -1.27% |
Volatility
STRV vs. SCHD - Volatility Comparison
Strive 500 ETF (STRV) has a higher volatility of 5.63% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.40%. This indicates that STRV's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STRV | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 2.40% | +3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 7.96% | +1.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.50% | 15.74% | +2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.28% | 14.40% | +1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.28% | 16.70% | -0.42% |