DGLO vs SCHD
First Trust RBA Deglobalization ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. DGLO offers more diversification with 113 holdings.
Side-by-Side Comparison
| Metric | DGLO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.06% | |
| AUM | $4M | $108.7B | |
| Dividend Yield | 0.57% | 3.13% | |
| Holdings | 113 | 104 | |
| YTD Return | +20.66% | +26.54% | |
| 1Y Return | +23.27% | +30.90% | |
| 3Y Return (annualized) | - | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | 11.2% | 13.6% | |
| Max Drawdown | -7.7% | -33.4% | |
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Aug 6, 2025 | Oct 20, 2011 |
DGLO vs SCHD Performance
First Trust RBA Deglobalization ETF (DGLO) is a ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DGLO returned +23.27% while SCHD returned +30.90%. Year to date, DGLO is up 20.66% versus a gain of 26.54% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 11.2% for DGLO. 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 -7.7% for DGLO 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DGLO charges 0.70% per year while SCHD charges 0.06%. On a $10,000 position that is $70 vs $6 annually, a gap of $64 per year that compounds over a long holding period. On income, DGLO currently yields 0.57% against 3.13% for SCHD.
Holdings Overlap
DGLO and SCHD share 6 holdings out of 207 unique holdings combined, representing a 6.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DGLO or SCHD?
DGLO has an expense ratio of 0.70% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $64 per year of difference.
Which performed better, DGLO or SCHD?
Over the past year DGLO returned +23.27% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), DGLO annualized +25.94% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, DGLO or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 11.2% for DGLO. Worst drawdown: DGLO -7.7% vs SCHD -33.4%.
Should I hold both DGLO and SCHD?
DGLO and SCHD have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DGLO and SCHD?
DGLO and SCHD share 6 common holdings with a 6.4% weight overlap. Combined, they hold 207 unique securities.
Which pays a higher dividend, DGLO or SCHD?
DGLO yields 0.57% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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