STXD vs. SCHX
STXD (Strive 1000 Dividend Growth ETF) and SCHX (Schwab U.S. Large-Cap ETF) are both Large Cap Blend Equities funds - STXD tracks the Bloomberg US 1000 Dividend Growth Index while SCHX tracks the Dow Jones U.S. Large-Cap Total Stock Market Index. Both are passively managed. Over the past 3 years, STXD returned 14.92%/yr vs 20.73%/yr for SCHX. Their correlation of 0.87 means they have usually moved in the same direction. STXD charges 0.35%/yr vs 0.03%/yr for SCHX.
Performance
STXD vs. SCHX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, STXD achieves a 8.98% return, which is significantly lower than SCHX's 11.65% return.
STXD
- 1D
- 0.67%
- 1M
- 1.65%
- 6M
- 6.63%
- YTD
- 8.98%
- 1Y
- 16.72%
- 3Y*
- 14.92%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 14.50%
SCHX
- 1D
- 1.49%
- 1M
- 1.63%
- 6M
- 9.65%
- YTD
- 11.65%
- 1Y
- 22.69%
- 3Y*
- 20.73%
- 5Y*
- 12.49%
- 10Y*
- 15.03%
- ALL TIME*
- 14.61%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $244.71M | $275.73M | $370.20M | |
| $94.15K | $124.78K | $175.59K |
STXD vs. SCHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
STXD Strive 1000 Dividend Growth ETF | 8.98% | 14.79% | 14.51% | 13.94% | 1.51% |
SCHX Schwab U.S. Large-Cap ETF | 11.65% | 17.46% | 24.88% | 26.84% | 2.66% |
Correlation
The correlation between STXD and SCHX is 0.83, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Nov 10, 2022 | 0.87 |
The correlation between STXD and SCHX has been stable across timeframes, ranging from 0.83 to 0.87 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
STXD vs. SCHX — Risk / Return Rank
STXD
SCHX
STXD vs. SCHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive 1000 Dividend Growth ETF (STXD) 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.
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.
| STXD | SCHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.37 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.32 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 2.53 | -0.70 |
| Martin ratioReturn relative to average drawdown | 7.55 | 10.64 | -3.09 |
Loading charts...
Drawdowns
STXD vs. SCHX - Drawdown Comparison
The maximum STXD drawdown since its inception was -14.87%, smaller than the maximum SCHX drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for STXD and SCHX.
Loading charts...
Drawdown Indicators
| STXD | SCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.87% | -34.33% | +19.46% |
Max Drawdown (1Y)Largest decline over 1 year | -9.21% | -9.02% | -0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -14.87% | -19.04% | +4.17% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.41% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.33% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -1.94% | -3.95% | +2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 2.14% | +0.08% |
Volatility
STXD vs. SCHX - Volatility Comparison
The current volatility for Strive 1000 Dividend Growth ETF (STXD) is 3.39%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 3.70%. This indicates that STXD experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| STXD | SCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 3.70% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.46% | 10.19% | -0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.07% | 12.91% | -0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.12% | 17.25% | -4.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.12% | 18.16% | -5.04% |
STXD vs. SCHX - Expense Ratio Comparison
STXD has a 0.35% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Dividends
STXD vs. SCHX - Dividend Comparison
STXD's dividend yield for the trailing twelve months is around 1.10%, more than SCHX's 1.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX Schwab U.S. Large-Cap ETF | 1.02% | 1.09% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.02% | 1.70% | 1.92% | 2.04% |
STXD Strive 1000 Dividend Growth ETF | 1.10% | 1.15% | 1.23% | 1.27% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
STXD and SCHX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCHX has higher volatility (3.70%) compared to STXD (3.39%). In terms of maximum drawdown, STXD dropped -14.87% vs SCHX's -34.33%.
On 3-year performance, SCHX leads with 20.73% vs 14.92% for STXD. On fees, SCHX is cheaper at 0.03% per year. On volatility, STXD has been the lower-risk option at 3.39%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, SCHX has performed better with a 20.73% return vs 14.92%. 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 0.35% for STXD.
STXD has the higher dividend yield at 1.10%, compared with 1.02% for SCHX.
STXD tracks Bloomberg US 1000 Dividend Growth Index, while SCHX tracks Dow Jones U.S. Large-Cap Total Stock Market Index. They also come from different issuers: Strive and Charles Schwab. Their fees differ too: 0.35% for STXD and 0.03% for SCHX.
SCHX currently has the higher Sharpe Ratio (1.77 vs 1.39), 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.
Find the right allocation for STXD and SCHX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer