EDGX vs SCHD
EDGX vs SCHD
Global X US 500 Income Edge ETF vs Schwab US Dividend Equity ETF
Quick Verdict
EDGX has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | EDGX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.00% | 0.06% | |
| AUM | $5M | $103.7B | |
| Dividend Yield | 3.17% | 3.31% | |
| Holdings | 5 | 104 | |
| YTD Return | +12.31% | +24.26% | |
| 1Y Return | - | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -7.6% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Feb 17, 2026 | Oct 20, 2011 |
EDGX vs SCHD Performance
Global X US 500 Income Edge ETF (EDGX) is a ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, EDGX is up 12.31% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.6% for EDGX and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 3.17% against 3.31% for SCHD.
Holdings Overlap
EDGX and SCHD share 0 holdings out of 103 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, EDGX or SCHD?
EDGX has an expense ratio of 0.00% while SCHD charges 0.06%. EDGX is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
What is the holdings overlap between EDGX and SCHD?
EDGX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.
Which pays a higher dividend, EDGX or SCHD?
EDGX yields 3.17% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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