ALRG vs SCHD
Allspring LT Large Core ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | ALRG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.28% | 0.06% | |
| AUM | $8M | $108.7B | |
| Dividend Yield | 0.42% | 3.13% | |
| Holdings | 50 | 104 | |
| YTD Return | +14.41% | +26.54% | |
| 1Y Return | +22.28% | +30.90% | |
| 3Y Return (annualized) | - | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | 12.8% | 13.6% | |
| Max Drawdown | -9.3% | -33.4% | |
| Fund Family | Allspring Global Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 8, 2025 | Oct 20, 2011 |
ALRG vs SCHD Performance
Allspring LT Large Core ETF (ALRG) is a ETF from Allspring Global Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year ALRG returned +22.28% while SCHD returned +30.90%. Year to date, ALRG is up 14.41% versus a gain of 26.54% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.8% for ALRG. 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 -9.3% for ALRG and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ALRG charges 0.28% per year while SCHD charges 0.06%. On a $10,000 position that is $28 vs $6 annually, a gap of $22 per year that compounds over a long holding period. On income, ALRG currently yields 0.42% against 3.13% for SCHD.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, ALRG or SCHD?
ALRG has an expense ratio of 0.28% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, ALRG or SCHD?
Over the past year ALRG returned +22.28% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), ALRG annualized +25.46% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, ALRG or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.8% for ALRG. Worst drawdown: ALRG -9.3% vs SCHD -33.4%.
Should I hold both ALRG and SCHD?
ALRG and SCHD have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ALRG and SCHD?
ALRG and SCHD share 2 common holdings with a 2.7% weight overlap. Combined, they hold 147 unique securities.
Which pays a higher dividend, ALRG or SCHD?
ALRG yields 0.42% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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