EAFG vs SCHD

EAFG vs SCHD
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. EAFG offers more diversification with 108 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: EAFG

Side-by-Side Comparison

MetricEAFGSCHDWinner
Expense Ratio0.65%0.06%
AUM$2M$108.7B
Dividend Yield2.03%3.13%
Holdings108104
YTD Return+10.01%+26.50%
1Y Return+20.17%+31.25%
3Y Return (annualized)-+16.34%
5Y Return (annualized)-+10.10%
Volatility (annualized)15.8%13.6%
Max Drawdown-16.5%-33.4%
Fund FamilyPacer ETFsCharles Schwab Asset Management
CategoryEquityEquity
InceptionMar 20, 2024Oct 20, 2011

EAFG vs SCHD Performance

Pacer Developed Markets Cash Cows Growth Leaders ETF (EAFG) is a ETF from Pacer ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EAFG returned +20.17% while SCHD returned +31.25%. Year to date, EAFG is up 10.01% versus a gain of 26.50% for SCHD.

Risk: Volatility and Drawdowns

EAFG has been the more volatile fund, with annualized monthly volatility of 15.8% 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 -16.5% for EAFG 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EAFG charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, EAFG currently yields 2.03% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

EAFG and SCHD share 0 holdings out of 203 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, EAFG or SCHD?

EAFG has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $59 per year of difference.

Which performed better, EAFG or SCHD?

Over the past year EAFG returned +20.17% vs +31.25% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), EAFG annualized +12.13% vs +11.50% for SCHD. Past performance does not guarantee future results.

Which is riskier, EAFG or SCHD?

EAFG has been the more volatile fund at 15.8% annualized versus 13.6% for SCHD. Worst drawdown: EAFG -16.5% vs SCHD -33.4%.

Should I hold both EAFG and SCHD?

EAFG and SCHD have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EAFG and SCHD?

EAFG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 203 unique securities.

Which pays a higher dividend, EAFG or SCHD?

EAFG yields 2.03% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free