CLOU vs SCHD
Global X Cloud Computing ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | CLOU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.68% | 0.06% | |
| AUM | $230M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 40 | 104 | |
| YTD Return | +27.16% | +25.33% | |
| 1Y Return | +32.31% | +32.31% | |
| 3Y Return (annualized) | +12.20% | +15.40% | |
| 5Y Return (annualized) | -0.38% | +9.70% | |
| Volatility (annualized) | 25.7% | 13.6% | |
| Max Drawdown | -53.7% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 12, 2019 | Oct 20, 2011 |
CLOU vs SCHD Performance
Global X Cloud Computing ETF (CLOU) 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 CLOU returned +32.31% while SCHD returned +32.31%. Year to date, CLOU is up 27.16% versus a gain of 25.33% for SCHD.
Over three years, CLOU compounded at +12.20% per year against +15.40% for SCHD; over five years the annualized figures are -0.38% and +9.70% respectively. Across the full 7-year window we track, SCHD has the edge at +11.45% annualized vs +9.18%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CLOU has been the more volatile fund, with annualized monthly volatility of 25.7% compared with 13.6% 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 -53.7% for CLOU 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CLOU charges 0.68% per year while SCHD charges 0.06%. On a $10,000 position that is $68 vs $6 annually, a gap of $62 per year that compounds over a long holding period. On income, CLOU currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
CLOU and SCHD share 0 holdings out of 137 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CLOU or SCHD?
CLOU has an expense ratio of 0.68% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, CLOU or SCHD?
Over the past year CLOU returned +32.31% vs +32.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), CLOU annualized +9.18% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, CLOU or SCHD?
CLOU has been the more volatile fund at 25.7% annualized versus 13.6% for SCHD. Worst drawdown: CLOU -53.7% vs SCHD -33.4%.
Should I hold both CLOU and SCHD?
CLOU and SCHD have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CLOU and SCHD?
CLOU and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 137 unique securities.
Which pays a higher dividend, CLOU or SCHD?
CLOU yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.