EBIZ vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricEBIZSCHDWinner
Expense Ratio0.50%0.06%
AUM$28M$103.7B
Dividend Yield0.55%3.31%
Holdings42104
YTD Return-5.85%+25.58%
1Y Return-6.67%+31.06%
3Y Return (annualized)+17.01%+15.55%
5Y Return (annualized)-0.21%+9.61%
Volatility (annualized)27.3%13.6%
Max Drawdown-61.6%-33.4%
Fund FamilyGlobal X by mirae AssetCharles Schwab Asset Management
CategoryEquityEquity
InceptionNov 27, 2018Oct 20, 2011

EBIZ vs SCHD Performance

Global X E-commerce ETF (EBIZ) 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 EBIZ returned -6.67% while SCHD returned +31.06%. Year to date, EBIZ is down 5.85% versus a gain of 25.58% for SCHD.

Over three years, EBIZ compounded at +17.01% per year against +15.55% for SCHD; over five years the annualized figures are -0.21% and +9.61% respectively. Across the full 8-year window we track, SCHD has the edge at +11.46% annualized vs +9.43%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EBIZ has been the more volatile fund, with annualized monthly volatility of 27.3% 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 -61.6% for EBIZ 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EBIZ 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, EBIZ currently yields 0.55% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

EBIZ and SCHD share 0 holdings out of 140 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, EBIZ or SCHD?

EBIZ 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.

Which performed better, EBIZ or SCHD?

Over the past year EBIZ returned -6.67% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (8 years), EBIZ annualized +9.43% vs +11.46% for SCHD. Past performance does not guarantee future results.

Which is riskier, EBIZ or SCHD?

EBIZ has been the more volatile fund at 27.3% annualized versus 13.6% for SCHD. Worst drawdown: EBIZ -61.6% vs SCHD -33.4%.

Should I hold both EBIZ and SCHD?

EBIZ and SCHD have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EBIZ and SCHD?

EBIZ and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 140 unique securities.

Which pays a higher dividend, EBIZ or SCHD?

EBIZ yields 0.55% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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