CGUS vs SCHD

CGUS vs SCHD

Which is better, CGUS or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. CGUS led over 3Y and the full window, SCHD over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 42.2%.

Lower Fees: SCHDHigher Returns: splitLess Concentrated: SCHD

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

MetricCGUSSCHD
Expense Ratio0.33%0.06%Best
AUM$11.7B$112.1B
Dividend Yield0.82%3.00%
Holdings75103
YTD Return+10.28%+25.88%Best
1Y Return+13.13%+30.22%Best
3Y Return (annualized)+20.73%Best+16.05%
5Y Return (annualized)-+10.17%
Volatility (annualized)14.8%Best14.9%
Max Drawdown-21.9%-16.1%Best
$10,000 over 4.6 years$19,005Best$16,209
Top 10 Weight42.2%41.8%Best
Fund FamilyCapital Group (US)Charles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionFeb 22, 2022Oct 20, 2011

Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 24, 2022 to Sep 14, 2026 (4.6 years).

CGUS 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 4.6 years both funds cover.

CGUS vs SCHD Performance

Capital Group Core Equity ETF (CGUS) 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 CGUS returned +13.13% while SCHD returned +30.22%. Year to date, CGUS is up 10.28% versus a gain of 25.88% for SCHD.

Over three years, CGUS compounded at +20.73% per year against +16.05% 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 14.9% compared with 14.8% for CGUS. 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 -21.9% for CGUS 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CGUS charges 0.33% per year while SCHD charges 0.06%. On a $10,000 position that is $33 vs $6 annually, a gap of $27 per year that compounds over a long holding period. On income, CGUS currently yields 0.82% against 3.00% for SCHD.

Holdings Overlap

CGUS already in SCHD3.8%
SCHD already in CGUS15.2%

3.8% of CGUS's money is in holdings SCHD also owns. 15.2% of SCHD's money is in holdings CGUS also owns.

SCHD and CGUS share little of their money.

4 positions in common, counted across the 68 positions we hold weights for in CGUS and 100 in SCHD, against full books of 75 and 103.

What only one of them owns

Our book lists 95 positions for SCHD that do not appear in our book for CGUS (84.8% of the fund), and 54 for CGUS that do not appear in SCHD (85.1%).

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.

Top Shared Holdings

StockWeight in CGUSWeight in SCHDDifference
ABTAbbott Laboratories0.80%4.69%3.89%
HDHome Depot Inc/The0.81%3.88%3.07%
UNHUnitedhealth Group Incorporated0.78%3.82%3.04%
ADPAutomatic Data Processing, Inc.1.43%2.79%1.36%

You are not choosing between two funds in isolation.

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

CGUSSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CGUS or SCHD?

CGUS has an expense ratio of 0.33% while SCHD charges 0.06%. SCHD is the cheaper option, by $27 a year on a $10,000 investment.

Which performed better, CGUS or SCHD?

Over the past year CGUS returned +13.13% vs +30.22% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CGUS or SCHD?

SCHD has been the more volatile fund at 14.9% annualized versus 14.8% for CGUS. Worst drawdown: CGUS -21.9% vs SCHD -16.1%.

Should I hold both CGUS and SCHD?

CGUS and SCHD have a monthly-return correlation of 0.71, 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 CGUS and SCHD?

15.2% of SCHD's money is in holdings CGUS also owns. 15.2% of SCHD's is in holdings CGUS also owns. They hold 4 positions in common, counted across the 68 positions we hold weights for in CGUS and 100 in SCHD.

Which pays a higher dividend, CGUS or SCHD?

CGUS yields 0.82% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than CGUS?

SCHD has a lower expense ratio. CGUS led over 3Y and the full window, SCHD over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 42.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.