PRXV vs SCHD

PRXV vs SCHD

Which is better, PRXV or SCHD?

SCHD has been ahead.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. PRXV is less concentrated, with 23.0% of the fund in its ten largest positions against 41.6%.

Lower Fees: SCHDHigher Returns: SCHDLess Concentrated: PRXV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricPRXVSCHD
Expense Ratio0.36%0.06%Best
AUM$92M$111.6B
Dividend Yield1.56%3.24%
Holdings277206
YTD Return+16.02%+24.55%Best
1Y Return+19.81%+29.85%Best
3Y Return (annualized)-+16.64%
5Y Return (annualized)-+9.54%
Volatility (annualized)9.6%Best13.0%
Max Drawdown-6.7%Best-6.9%
$10,000 over 1.5 years$14,510$14,565Best
Top 10 Weight23.0%Best41.6%
Fund FamilyPraxis Mutual FundsCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionApr 7, 2025Oct 20, 2011

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Apr 8, 2025 to Oct 14, 2026 (1.5 years).

PRXV vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.5 years both funds cover.

PRXV vs SCHD Performance

Praxis Impact Large Cap Value ETF (PRXV) is an ETF from Praxis Mutual Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year PRXV returned +19.81% while SCHD returned +29.85%. Year to date, PRXV is up 16.02% versus a gain of 24.55% for SCHD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.0% compared with 9.6% for PRXV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -6.7% for PRXV and -6.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PRXV charges 0.36% per year while SCHD charges 0.06%. On a $10,000 position that is $36 vs $6 annually, a gap of $30 per year that compounds over a long holding period. On income, PRXV currently yields 1.56% against 3.24% for SCHD.

Holdings Overlap

PRXV already in SCHD18.6%
SCHD already in PRXV73.0%

18.6% of PRXV's money is in holdings SCHD also owns. 73.0% of SCHD's money is in holdings PRXV also owns.

Most of SCHD is already inside PRXV. Owning both mostly buys the same companies twice.

30 positions in common, counted across the 271 positions we hold weights for in PRXV and 98 in SCHD, against full books of 277 and 206.

What only one of them owns

Our book lists 67 positions for SCHD that do not appear in our book for PRXV (26.7% of the fund), and 237 for PRXV that do not appear in SCHD (80.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in PRXVWeight in SCHDDifference
KOCoca Cola Co.1.73%4.12%2.39%
PGProcter & Gamble Company1.62%4.16%2.54%
COPConocophillips Common Stock USD 0.011.82%3.91%2.09%
MRKMerck & Company Inc1.47%4.04%2.57%
TXNTexas Instrument Inc0.58%4.89%4.31%
QCOMQualcomm Inc.0.74%4.61%3.87%
HDHome Depot Inc/The1.21%3.77%2.56%
AMGNAmgen Inc.0.83%3.86%3.03%
VZVerizon Communic0.80%3.88%3.08%
PEPPepsico Inc.0.82%3.80%2.98%

73.0% of SCHD is already inside PRXV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

PRXVSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PRXV or SCHD?

PRXV has an expense ratio of 0.36% while SCHD charges 0.06%. SCHD is the cheaper option, by $30 a year on a $10,000 investment.

Which performed better, PRXV or SCHD?

Over the past year PRXV returned +19.81% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), PRXV annualized +28.17% vs +28.49% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PRXV or SCHD?

SCHD has been the more volatile fund at 13.0% annualized versus 9.6% for PRXV. Worst drawdown: PRXV -6.7% vs SCHD -6.9%.

Should I hold both PRXV and SCHD?

PRXV and SCHD have a monthly-return correlation of 0.74, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between PRXV and SCHD?

73.0% of SCHD's money is in holdings PRXV also owns. 73.0% of SCHD's is in holdings PRXV also owns. They hold 30 positions in common, counted across the 271 positions we hold weights for in PRXV and 98 in SCHD.

Which pays a higher dividend, PRXV or SCHD?

PRXV yields 1.56% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.

Is SCHD better than PRXV?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. PRXV is less concentrated, with 23.0% of the fund in its ten largest positions against 41.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.