CEFA vs SCHD

CEFA vs SCHD

Which is better, CEFA or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. CEFA led over 3Y, SCHD over 1Y, 5Y and the full window. CEFA is less concentrated, with 16.5% of the fund in its ten largest positions against 41.5%.

Lower Fees: SCHDHigher Returns: splitLess Concentrated: CEFA

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

MetricCEFASCHD
Expense Ratio0.35%0.06%Best
AUM$64M$112.2B
Dividend Yield2.68%3.13%
Holdings372103
YTD Return+13.34%+28.59%Best
1Y Return+22.87%+31.77%Best
3Y Return (annualized)+18.36%Best+16.70%
5Y Return (annualized)+7.60%+10.09%Best
Volatility (annualized)16.3%15.1%Best
Max Drawdown-32.0%-16.9%Best
$10,000 over 5 years$14,423$16,171Best
Top 10 Weight16.5%Best41.5%
Fund FamilyGlobal X by mirae AssetCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJun 22, 2020Oct 20, 2011

Volatility and max drawdown are measured over the window both funds cover: Jun 24, 2020 to Sep 3, 2026 (6.2 years).

CEFA 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 6.2 years both funds cover.

CEFA vs SCHD Performance

Global X S&P Catholic Values Developed ex-US ETF (CEFA) is an ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year CEFA returned +22.87% while SCHD returned +31.77%. Year to date, CEFA is up 13.34% versus a gain of 28.59% for SCHD.

Over three years, CEFA compounded at +18.36% per year against +16.70% for SCHD; over five years the annualized figures are +7.60% and +10.09% respectively. Across the full 6-year window we track, SCHD has the edge at +16.08% annualized vs +11.45%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CEFA has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 15.1% for SCHD. 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 -32.0% for CEFA and -16.9% 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CEFA charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, CEFA currently yields 2.68% against 3.13% for SCHD.

Holdings Overlap

We hold position weights for 354 holdings in CEFA and 100 in SCHD, totalling 99.2% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 354 positions we hold weights for in CEFA and 100 in SCHD, against full books of 372 and 103.

What only one of them owns

Our book lists 99 positions for SCHD that do not appear in our book for CEFA (99.9% of the fund), and 14 for CEFA that do not appear in SCHD (5.4%).

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.

You are not choosing between two funds in isolation.

Whichever of CEFA and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CEFASCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CEFA or SCHD?

CEFA has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option, by $29 a year on a $10,000 investment.

Which performed better, CEFA or SCHD?

Over the past year CEFA returned +22.87% vs +31.77% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), CEFA annualized +11.45% vs +16.08% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CEFA or SCHD?

CEFA has been the more volatile fund at 16.3% annualized versus 15.1% for SCHD. Worst drawdown: CEFA -32.0% vs SCHD -16.9%.

Should I hold both CEFA and SCHD?

CEFA and SCHD have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, CEFA or SCHD?

CEFA yields 2.68% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Is SCHD better than CEFA?

SCHD has a lower expense ratio. CEFA led over 3Y, SCHD over 1Y, 5Y and the full window. CEFA is less concentrated, with 16.5% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.