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DSIvsSCHKETF Comparison

ETF 1

DSI

iShares ESG MSCI KLD 400 ETF

This fund is part of

US Multi-Factor

+0.52%

Full DSI fund page

VS

ETF 2

SCHK

Schwab 1000 Index® ETF

This fund is part of

US Multi-Factor

+0.52%

Full SCHK fund page

iShares ESG MSCI KLD 400 ETF (DSI) and Schwab 1000 Index® ETF (SCHK) belong to the same industry segment: US Multi-Factor. DSI's top 3 sector exposures are Information Technology, Communication Services and Consumer Discretionary. In contrast, SCHK's top sector exposures are Information Technology, Financials and Communication Services. DSI is more expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.03% for SCHK. DSI is up 4.69% year-to-date (YTD) with -$194M in YTD flows. SCHK performs worse with 4.39% YTD performance, and +$141M in YTD flows. Run a side-by-side ETF comparison of DSI and SCHK below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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DSI vs SCHK performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/24/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	DSI SCHK	+10.48%+8.17%	+2.38%+3.00%	+4.69%+4.39%	+35.53%+33.78%	+79.05%+78.46%	+76.47%+75.79%
Flows	DSI SCHK	-$633K+$77M	-$162M+$109M	-$194M+$141M	-$393M+$224M	-$793M+$519M	-$198M+$1.50B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	DSI SCHK	+16.99%+15.52%	+13.57%+12.85%	+16.05%+15.35%	+18.00%+17.38%
Max drawdown	DSI SCHK	-11.05%-8.97%	-11.05%-8.97%	-20.57%-19.22%	-28.32%-25.35%
Max drawdown duration	DSI SCHK	78d76d	78d76d	154d126d	723d716d

Trading data

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	DSI	SCHK
Last sale 4/27/2026 at 4:48 PM	$134.97	$34.38
Previous close 04/24/2026	$134.46	$34.39
Consolidated volume 04/24/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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	DSI	SCHK
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/27/2026 at 4:48 PM

Live

Closed

	DSI	SCHK
Last price	$134.97	$34.38
1D performance	+0.38%	-0.03%
AuM	$5.12 B	$5.21 B
E/R	0.25%	0.03%

Characteristics

	DSI	SCHK
Management strategy	Passive	Passive
Provider	iShares	Schwab ETFs
Benchmark	MSCI KLD 400 Social Index	Schwab 1000 Index
N° of holdings	386	828
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	November 14, 2006	November 10, 2017
ESG	Yes	No

More DSI data on Trackinsight

More SCHK data on Trackinsight

Exposure

Countries

DSI

USA

95.3%

Other

4.7%

SCHK

USA

96.65%

Other

3.35%

Sectors

DSI

Information Techn.

40.29%

Communication Ser.

12.05%

Consumer Discreti.

8.79%

Industrials

8.28%

Health Care

7.97%

Financials

7.47%

Other

15.15%

SCHK

Information Techn.

33.78%

Financials

10.43%

Communication Ser.

9.91%

Consumer Discreti.

9.7%

Health Care

9.37%

Industrials

8.35%

Other

18.47%

Diversification

DSI

Total weight of top 15 holdings out of 15

48.44%

SCHK

Total weight of top 15 holdings out of 15

40.98%

Top 15 holdings

Data as of March 31, 2026

DSI

NVIDIA

14.12%

MICROSOFT-T

8.71%

ALPHABET INC-CL

5.58%

ALPHABET INC-CL

4.65%

TESLA

3.50%

VISA INCORPORATION

1.70%

MASTERCARD

1.41%

ABBVIE

1.28%

PROCTERGAMBLE

1.12%

CATERPILLAR

1.11%

ADVANCED MICRO DEVICES

1.10%

HOME DEPOT

1.09%

COCA-COLA

1.04%

CISCO-T

1.02%

MERCK & CO INC

1.00%

SCHK

NVIDIA

7.29%

APPLE

6.50%

MICROSOFT-T

4.75%

AMAZON.COM INC

3.54%

ALPHABET INC-CL

2.87%

BROADCOM LIMITED

2.57%

ALPHABET INC-CL

2.29%

META PLATFORMS

2.09%

TESLA

1.82%

BERKSHIRE HATHWAY

1.52%

JPMORGAN CHASE

1.37%

LILLY

1.22%

EXXON

1.20%

JOHNSON&JOHNSON

1.01%

WALMART INC

0.94%

Frequently asked questions about DSI and SCHK

How have the DSI and SCHK ETFs performed in 2026?

As of April 24, 2026, DSI is up 4.69% year-to-date (YTD), while SCHK has returned 4.39%. That puts DSI better performer ahead so far this year.

Which ETF is attracting more investor money: DSI or SCHK?

Year-to-date, the DSI ETF saw -$194M in flows, compared to +$141M for SCHK.

Which ETF is more volatile: DSI or SCHK?

Over the past year, DSI had a volatility of 13.57%, while SCHK experienced 12.85%.

Which ETF is bigger: DSI or SCHK?

As of April 24, 2026, DSI holds $5.12 B in assets under management (AUM), while SCHK manages $5.21 B.

What sectors do the DSI and SCHK ETFs invest in?

DSI leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, SCHK focuses on Information Technology, Financials and Communication Services.

DSIvsSCHKETF Comparison

iShares ESG MSCI KLD 400 ETF

Schwab 1000 Index® ETF

DSI vs SCHK performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the DSI and SCHK ETFs performed in 2026?

As of April 24, 2026, DSI is up 4.69% year-to-date (YTD), while SCHK has returned 4.39%. That puts DSI better performer ahead so far this year.

Which ETF is attracting more investor money: DSI or SCHK?

Year-to-date, the DSI ETF saw -$194M in flows, compared to +$141M for SCHK.

Which ETF is more volatile: DSI or SCHK?

Over the past year, DSI had a volatility of 13.57%, while SCHK experienced 12.85%.

Which ETF is bigger: DSI or SCHK?

As of April 24, 2026, DSI holds $5.12 B in assets under management (AUM), while SCHK manages $5.21 B.

What sectors do the DSI and SCHK ETFs invest in?

DSI leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, SCHK focuses on Information Technology, Financials and Communication Services.

What are the top holdings of the DSI ETF and SCHK ETF?

DSI top holdings include NVIDIA, MICROSOFT-T and ALPHABET INC-CL. SCHK holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: DSI or SCHK?

DSI holds 403 securities with 48.44% of its assets in the top 15. SCHK has 906 securities and a top 15 weight of 40.98%.

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