EDGX vs SCHD

EDGX vs SCHD

Which is better, EDGX or SCHD?

Option Writing against Large Cap Value.

EDGX has a lower expense ratio.

Lower Fees: EDGX

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

MetricEDGXSCHD
Expense Ratio0.00%Best0.06%
AUM$6M$112.1B
Dividend Yield4.67%3.00%
Holdings6103
YTD Return+10.95%+25.88%Best
1Y Return-+30.22%
3Y Return (annualized)-+16.05%
5Y Return (annualized)-+10.17%
Fund FamilyGlobal X by mirae AssetCharles Schwab Asset Management
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionFeb 17, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

EDGX 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

EDGX vs SCHD Performance

Global X US 500 Income Edge ETF (EDGX) is an ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, EDGX is up 10.95% versus a gain of 25.88% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

EDGX charges 0.00% per year while SCHD charges 0.06%. On a $10,000 position that is $0 vs $6 annually, a gap of $6 per year that compounds over a long holding period. On income, EDGX currently yields 4.67% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 3 holdings in EDGX and 100 in SCHD, totalling 99.6% 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 3 positions we hold weights for in EDGX and 100 in SCHD, against full books of 6 and 103.

You are not choosing between two funds in isolation.

Whichever of EDGX and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EDGXSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EDGX or SCHD?

EDGX has an expense ratio of 0.00% while SCHD charges 0.06%. EDGX is the cheaper option, by $6 a year on a $10,000 investment.

Which pays a higher dividend, EDGX or SCHD?

EDGX yields 4.67% while SCHD yields 3.00%, so EDGX currently pays the higher dividend yield.

Is SCHD better than EDGX?

EDGX has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.