DSIvsSCHXETF Comparison
iShares ESG MSCI KLD 400 ETF (DSI) belongs to the US Multi-Factor segment. Schwab U.S. Large-Cap ETF (SCHX) is part of the US Large Cap segment. DSI's top 3 sector exposures are Information Technology, Communication Services and Industrials. In contrast, SCHX's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. DSI is more expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.03% for SCHX. DSI is up 11.86% year-to-date (YTD) with -$297M in YTD flows. SCHX performs worse with 10.72% YTD performance, and +$2.32B in YTD flows. Run a side-by-side ETF comparison of DSI and SCHX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
DSI vs SCHX performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DSI SCHX | +2.06%+2.32% | +15.09%+13.00% | +11.86%+10.72% | +28.02%+26.01% | +75.81%+77.09% | +85.82%+85.59% |
| Flows | DSI SCHX | -$7M+$207M | -$103M+$1.63B | -$297M+$2.32B | -$396M+$3.75B | -$860M+$12.37B | -$348M+$14.90B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DSI SCHX | +17.53%+15.80% | +13.77%+12.63% | +16.12%+15.33% | +18.10%+17.38% |
| Max drawdown | DSI SCHX | -6.14%-5.49% | -11.05%-9.01% | -20.57%-19.16% | -28.32%-25.39% |
| Max drawdown duration | DSI SCHX | 21d21d | 78d92d | 154d126d | 723d715d |
DSI | SCHX | |
Last sale 6/16/2026 at 2:18 PM | $143.27 | $29.67 |
| Previous close 06/15/2026 | $143.43 | $29.72 |
| Consolidated volume 06/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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DSI | SCHX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
DSI | SCHX | |
|---|---|---|
| Last price | $143.27 | $29.67 |
| 1D performance | -0.11% | -0.17% |
| AuM | $5.36 B | $72.43 B |
| E/R | 0.25% | 0.03% |
DSI | SCHX | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Schwab ETFs |
| Benchmark | MSCI KLD 400 Social Index | Dow Jones U.S. Large-Cap Total Stock Market Index |
| N° of holdings | 383 | 639 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 14, 2006 | November 3, 2009 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
