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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 Consumer Discretionary. In contrast, SCHX's top sector exposures are Information Technology, Communication Services and Financials. DSI is more expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.03% for SCHX. DSI is down -3.27% year-to-date (YTD) with -$157M in YTD flows. SCHX performs better with -2.44% YTD performance, and +$629M 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 | -3.15%-2.25% | -2.75%-2.24% | -3.27%-2.44% | +21.84%+20.30% | +77.06%+79.97% | +74.29%+75.98% |
| Flows | DSI SCHX | -$111M+$348M | -$124M+$939M | -$157M+$629M | -$376M+$3.05B | -$801M+$9.90B | -$97M+$14.09B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DSI SCHX | +13.41%+11.93% | +18.78%+18.76% | +15.85%+15.15% | +17.87%+17.22% |
| Max drawdown | DSI SCHX | -5.99%-4.42% | -13.52%-13.95% | -20.57%-19.16% | -28.32%-25.39% |
| Max drawdown duration | DSI SCHX | 43d59d | 45d45d | 154d126d | 723d715d |
DSI | SCHX | |
Last sale 3/13/2026 at 1:30 PM | $123.86 | $26.10 |
| Previous close 03/12/2026 | $124.57 | $26.25 |
| Consolidated volume 03/12/2026 | ||
| 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 | $123.86 | $26.10 |
| 1D performance | -0.57% | -0.57% |
| AuM | $4.78 B | $62.39 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 | 381 | 642 |
| 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
Top 15 holdings
How have the DSI and SCHX ETFs performed in 2026?
As of March 12, 2026, DSI is down -3.27% year-to-date (YTD), while SCHX has lost -2.44%. That puts SCHX better performer ahead so far this year.
Which ETF is attracting more investor money: DSI or SCHX?
Year-to-date, the DSI ETF saw -$157M in flows, compared to +$629M for SCHX.
Which ETF is more volatile: DSI or SCHX?
Over the past year, DSI had a volatility of 18.78%, while SCHX experienced 18.76%.
Which ETF is bigger: DSI or SCHX?
As of March 12, 2026, DSI holds $4.78 B in assets under management (AUM), while SCHX manages $62.39 B.
What sectors do the DSI and SCHX ETFs invest in?
DSI leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, SCHX focuses on Information Technology, Communication Services and Financials.
What are the top holdings of the DSI ETF and SCHX ETF?
DSI top holdings include NVIDIA, MICROSOFT-T and ALPHABET INC-CL. SCHX holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: DSI or SCHX?
DSI holds 398 securities with 50.42% of its assets in the top 15. SCHX has 695 securities and a top 15 weight of 43.59%.
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