EART vs SCHD
Global X Rare Earth & Critical Materials ETF vs Schwab US Dividend Equity ETF
Which is better, EART or SCHD?
All Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. EART led over 1Y and 3Y, SCHD over the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 45.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EART | SCHD |
|---|---|---|
| Expense Ratio | 0.59% | 0.06%Best |
| AUM | $45M | $112.1B |
| Dividend Yield | 0.60% | 3.00% |
| Holdings | 57 | 103 |
| YTD Return | +3.97% | +23.68%Best |
| 1Y Return | +33.66%Best | +28.36% |
| 3Y Return (annualized) | +24.53%Best | +16.20% |
| 5Y Return (annualized) | - | +10.07% |
| Volatility (annualized) | 32.8% | 14.9%Best |
| Max Drawdown | -53.7% | -16.1%Best |
| $10,000 over 4.7 years | $13,309 | $15,452Best |
| Top 10 Weight | 45.1% | 41.8%Best |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Value |
| Inception | Jan 24, 2022 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Jan 26, 2022 to Sep 22, 2026 (4.7 years).
EART vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.7 years both funds cover.
EART vs SCHD Performance
Global X Rare Earth & Critical Materials ETF (EART) is an ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year EART returned +33.66% while SCHD returned +28.36%. Year to date, EART is up 3.97% versus a gain of 23.68% for SCHD.
Over three years, EART compounded at +24.53% per year against +16.20% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EART has been the more volatile fund, with annualized monthly volatility of 32.8% compared with 14.9% 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 -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.54. They move together some of the time, and apart the rest.
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 0.60% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 50 holdings in EART and 100 in SCHD, totalling 99.8% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 50 positions we hold weights for in EART and 100 in SCHD, against full books of 57 and 103.
What only one of them owns
Our book lists 99 positions for SCHD that do not appear in our book for EART (99.9% of the fund), and 8 for EART that do not appear in SCHD (22.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of EART and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $53 a year on a $10,000 investment.
Which performed better, EART or SCHD?
Over the past year EART returned +33.66% vs +28.36% for SCHD, so EART leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EART or SCHD?
EART has been the more volatile fund at 32.8% annualized versus 14.9% for SCHD. Worst drawdown: EART -53.7% vs SCHD -16.1%.
Should I hold both EART and SCHD?
EART and SCHD have a monthly-return correlation of 0.54, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EART or SCHD?
EART yields 0.60% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than EART?
SCHD has a lower expense ratio. EART led over 1Y and 3Y, SCHD over the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 45.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.