CGGE vs SCHD
Capital Group Global Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. CGGE offers more diversification with 253 holdings.
Side-by-Side Comparison
| Metric | CGGE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.06% | |
| AUM | $3.1B | $108.7B | |
| Dividend Yield | 0.37% | 3.13% | |
| Holdings | 253 | 104 | |
| YTD Return | +10.57% | +29.07% | |
| 1Y Return | +18.94% | +31.45% | |
| 3Y Return (annualized) | - | +17.18% | |
| 5Y Return (annualized) | - | +10.30% | |
| Volatility (annualized) | 11.1% | 13.7% | |
| Max Drawdown | -14.4% | -33.4% | |
| Fund Family | Capital Group (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 25, 2024 | Oct 20, 2011 |
CGGE vs SCHD Performance
Capital Group Global Equity ETF (CGGE) is a ETF from Capital Group (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CGGE returned +18.94% while SCHD returned +31.45%. Year to date, CGGE is up 10.57% versus a gain of 29.07% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 11.1% for CGGE. 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 -14.4% for CGGE 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CGGE charges 0.47% per year while SCHD charges 0.06%. On a $10,000 position that is $47 vs $6 annually, a gap of $41 per year that compounds over a long holding period. On income, CGGE currently yields 0.37% against 3.13% for SCHD.
Holdings Overlap
CGGE and SCHD share 4 holdings out of 212 unique holdings combined, representing a 2.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CGGE or SCHD?
CGGE has an expense ratio of 0.47% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, CGGE or SCHD?
Over the past year CGGE returned +18.94% vs +31.45% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), CGGE annualized +17.78% vs +11.64% for SCHD. Past performance does not guarantee future results.
Which is riskier, CGGE or SCHD?
SCHD has been the more volatile fund at 13.7% annualized versus 11.1% for CGGE. Worst drawdown: CGGE -14.4% vs SCHD -33.4%.
Should I hold both CGGE and SCHD?
CGGE and SCHD have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CGGE and SCHD?
CGGE and SCHD share 4 common holdings with a 2.4% weight overlap. Combined, they hold 212 unique securities.
Which pays a higher dividend, CGGE or SCHD?
CGGE yields 0.37% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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