COLO vs SCHD
Global X MSCI Colombia ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. COLO delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | COLO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.62% | 0.06% | |
| AUM | $213M | $108.7B | |
| Dividend Yield | 4.23% | 3.13% | |
| Holdings | 31 | 104 | |
| YTD Return | +38.12% | +26.54% | |
| 1Y Return | +64.53% | +30.90% | |
| 3Y Return (annualized) | +41.22% | +16.29% | |
| 5Y Return (annualized) | +19.98% | +9.65% | |
| Volatility (annualized) | 26.8% | 13.6% | |
| Max Drawdown | -83.1% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Feb 5, 2009 | Oct 20, 2011 |
COLO vs SCHD Performance
Global X MSCI Colombia ETF (COLO) 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 COLO returned +64.53% while SCHD returned +30.90%. Year to date, COLO is up 38.12% versus a gain of 26.54% for SCHD.
Over three years, COLO compounded at +41.22% per year against +16.29% for SCHD; over five years the annualized figures are +19.98% and +9.65% respectively. Across the full 15-year window we track, SCHD has the edge at +11.51% annualized vs +4.62%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
COLO has been the more volatile fund, with annualized monthly volatility of 26.8% 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 -83.1% for COLO 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
COLO charges 0.62% per year while SCHD charges 0.06%. On a $10,000 position that is $62 vs $6 annually, a gap of $56 per year that compounds over a long holding period. On income, COLO currently yields 4.23% against 3.13% for SCHD.
Holdings Overlap
COLO and SCHD share 0 holdings out of 123 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, COLO or SCHD?
COLO has an expense ratio of 0.62% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, COLO or SCHD?
Over the past year COLO returned +64.53% vs +30.90% for SCHD, so COLO leads on 1-year performance. Over the longest common window we track (15 years), COLO annualized +4.62% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, COLO or SCHD?
COLO has been the more volatile fund at 26.8% annualized versus 13.6% for SCHD. Worst drawdown: COLO -83.1% vs SCHD -33.4%.
Should I hold both COLO and SCHD?
COLO and SCHD have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between COLO and SCHD?
COLO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 123 unique securities.
Which pays a higher dividend, COLO or SCHD?
COLO yields 4.23% while SCHD yields 3.13%, so COLO currently pays the higher dividend yield.
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