EART vs SCHD
Global X Rare Earth & Critical Materials ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. EART delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | EART | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.06% | |
| AUM | $42M | $108.7B | |
| Dividend Yield | 0.69% | 3.13% | |
| Holdings | 54 | 104 | |
| YTD Return | +5.26% | +26.50% | |
| 1Y Return | +50.83% | +31.25% | |
| 3Y Return (annualized) | +23.11% | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | 32.5% | 13.6% | |
| Max Drawdown | -53.7% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jan 24, 2022 | Oct 20, 2011 |
EART vs SCHD Performance
Global X Rare Earth & Critical Materials ETF (EART) 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 EART returned +50.83% while SCHD returned +31.25%. Year to date, EART is up 5.26% versus a gain of 26.50% for SCHD.
Over three years, EART compounded at +23.11% per year against +16.34% for SCHD. Across the full 5-year window we track, SCHD has the edge at +11.50% annualized vs +6.70%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EART has been the more volatile fund, with annualized monthly volatility of 32.5% 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 EART 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EART charges 0.59% per year while SCHD charges 0.06%. On a $10,000 position that is $59 vs $6 annually, a gap of $53 per year that compounds over a long holding period. On income, EART currently yields 0.69% against 3.13% for SCHD.
Holdings Overlap
EART and SCHD share 0 holdings out of 149 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, EART or SCHD?
EART has an expense ratio of 0.59% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, EART or SCHD?
Over the past year EART returned +50.83% vs +31.25% for SCHD, so EART leads on 1-year performance. Over the longest common window we track (5 years), EART annualized +6.70% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, EART or SCHD?
EART has been the more volatile fund at 32.5% annualized versus 13.6% for SCHD. Worst drawdown: EART -53.7% vs SCHD -33.4%.
Should I hold both EART and SCHD?
EART and SCHD have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EART and SCHD?
EART and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 149 unique securities.
Which pays a higher dividend, EART or SCHD?
EART yields 0.69% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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