CHRI vs SCHD
Global X S&P 500 Christian Values ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. CHRI offers more diversification with 468 holdings.
Side-by-Side Comparison
| Metric | CHRI | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.06% | |
| AUM | $8M | $108.7B | |
| Dividend Yield | 0.39% | 3.13% | |
| Holdings | 468 | 104 | |
| YTD Return | +11.85% | +28.70% | |
| 1Y Return | +15.02% | +31.07% | |
| 3Y Return (annualized) | - | +16.88% | |
| 5Y Return (annualized) | - | +10.20% | |
| Volatility (annualized) | - | 13.7% | |
| Max Drawdown | -9.4% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 23, 2025 | Oct 20, 2011 |
CHRI vs SCHD Performance
Global X S&P 500 Christian Values ETF (CHRI) is a ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CHRI returned +15.02% while SCHD returned +31.07%. Year to date, CHRI is up 11.85% versus a gain of 28.70% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.4% for CHRI and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
CHRI charges 0.29% per year while SCHD charges 0.06%. On a $10,000 position that is $29 vs $6 annually, a gap of $23 per year that compounds over a long holding period. On income, CHRI currently yields 0.39% against 3.13% for SCHD.
Holdings Overlap
CHRI and SCHD share 39 holdings out of 518 unique holdings combined, representing a 7.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CHRI or SCHD?
CHRI has an expense ratio of 0.29% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $23 per year of difference.
Which performed better, CHRI or SCHD?
Over the past year CHRI returned +15.02% vs +31.07% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between CHRI and SCHD?
CHRI and SCHD share 39 common holdings with a 7.0% weight overlap. Combined, they hold 518 unique securities.
Which pays a higher dividend, CHRI or SCHD?
CHRI yields 0.39% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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