CVGD vs SCHD
CresAlta Global Dividend ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | CVGD | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $141M | $108.7B | |
| Dividend Yield | 0.26% | 3.13% | |
| Holdings | 47 | 104 | |
| YTD Return | +7.26% | +28.63% | |
| 1Y Return | - | +32.53% | |
| 3Y Return (annualized) | - | +16.97% | |
| 5Y Return (annualized) | - | +10.47% | |
| Volatility (annualized) | - | 13.7% | |
| Max Drawdown | -2.5% | -33.4% | |
| Fund Family | CresAlta Investment Management, Inc. | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | May 18, 2026 | Oct 20, 2011 |
CVGD vs SCHD Performance
CresAlta Global Dividend ETF (CVGD) is a ETF from CresAlta Investment Management, Inc. and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, CVGD is up 7.26% versus a gain of 28.63% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.5% for CVGD 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
CVGD charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, CVGD currently yields 0.26% against 3.13% for SCHD.
Holdings Overlap
CVGD and SCHD share 4 holdings out of 140 unique holdings combined, representing a 8.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CVGD or SCHD?
CVGD has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
What is the holdings overlap between CVGD and SCHD?
CVGD and SCHD share 4 common holdings with a 8.2% weight overlap. Combined, they hold 140 unique securities.
Which pays a higher dividend, CVGD or SCHD?
CVGD yields 0.26% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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