CGGE vs SCHD
Capital Group Global Equity ETF vs Schwab US Dividend Equity ETF
Which is better, CGGE or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. CGGE is less concentrated, with 32.0% of the fund in its ten largest positions against 41.8%.
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
| Metric | CGGE | SCHD |
|---|---|---|
| Expense Ratio | 0.47% | 0.06%Best |
| AUM | $3.1B | $112.1B |
| Dividend Yield | 0.36% | 3.00% |
| Holdings | 128 | 103 |
| YTD Return | +8.16% | +25.88%Best |
| 1Y Return | +12.83% | +30.22%Best |
| 3Y Return (annualized) | - | +16.05% |
| 5Y Return (annualized) | - | +10.17% |
| Volatility (annualized) | 11.1%Best | 13.3% |
| Max Drawdown | -14.4%Best | -16.1% |
| $10,000 over 2.2 years | $13,893 | $14,307Best |
| Top 10 Weight | 32.0%Best | 41.8% |
| Fund Family | Capital Group (US) | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Jun 25, 2024 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 27, 2024 to Sep 14, 2026 (2.2 years).
CGGE 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 2.2 years both funds cover.
CGGE vs SCHD Performance
Capital Group Global Equity ETF (CGGE) is an ETF from Capital Group (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year CGGE returned +12.83% while SCHD returned +30.22%. Year to date, CGGE is up 8.16% versus a gain of 25.88% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.3% 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 -16.1% 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 0.38. They move together some of the time, and apart the rest.
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 0.36% against 3.00% for SCHD.
Holdings Overlap
2.5% of CGGE's money is in holdings SCHD also owns. 15.2% of SCHD's money is in holdings CGGE also owns.
SCHD and CGGE share little of their money.
4 positions in common, counted across the 116 positions we hold weights for in CGGE and 100 in SCHD, against full books of 128 and 103.
What only one of them owns
Our book lists 95 positions for SCHD that do not appear in our book for CGGE (84.8% of the fund), and 52 for CGGE that do not appear in SCHD (53.9%).
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 CGGE and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $41 a year on a $10,000 investment.
Which performed better, CGGE or SCHD?
Over the past year CGGE returned +12.83% vs +30.22% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), CGGE annualized +16.12% vs +17.68% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGGE or SCHD?
SCHD has been the more volatile fund at 13.3% annualized versus 11.1% for CGGE. Worst drawdown: CGGE -14.4% vs SCHD -16.1%.
Should I hold both CGGE and SCHD?
CGGE and SCHD have a monthly-return correlation of 0.38, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CGGE and SCHD?
15.2% of SCHD's money is in holdings CGGE also owns. 15.2% of SCHD's is in holdings CGGE also owns. They hold 4 positions in common, counted across the 116 positions we hold weights for in CGGE and 100 in SCHD.
Which pays a higher dividend, CGGE or SCHD?
CGGE yields 0.36% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than CGGE?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. CGGE is less concentrated, with 32.0% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.