EGLE vs SCHD
Global X S&P 500 US Revenue Leaders ETF vs Schwab US Dividend Equity ETF
Which is better, EGLE or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. EGLE is less concentrated, with 41.1% of the fund in its ten largest positions against 41.5%.
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 | EGLE | SCHD |
|---|---|---|
| Expense Ratio | 0.19% | 0.06%Best |
| AUM | $2M | $112.2B |
| Dividend Yield | 1.15% | 3.13% |
| Holdings | 378 | 103 |
| YTD Return | +14.23% | +28.59%Best |
| 1Y Return | +17.68% | +31.77%Best |
| 3Y Return (annualized) | - | +16.70% |
| 5Y Return (annualized) | - | +10.09% |
| Volatility (annualized) | 10.8%Best | 11.4% |
| Max Drawdown | -9.8% | -4.6%Best |
| $10,000 over 1.4 years | $13,725 | $14,685Best |
| Top 10 Weight | 41.1%Best | 41.5% |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Apr 15, 2025 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Apr 16, 2025 to Sep 3, 2026 (1.4 years).
EGLE 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 1.4 years both funds cover.
EGLE vs SCHD Performance
Global X S&P 500 US Revenue Leaders ETF (EGLE) 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 EGLE returned +17.68% while SCHD returned +31.77%. Year to date, EGLE is up 14.23% versus a gain of 28.59% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 11.4% compared with 10.8% for EGLE. 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 -9.8% for EGLE and -4.6% 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 0.22. They move largely independently of each other.
Fees and Cost Over Time
EGLE charges 0.19% per year while SCHD charges 0.06%. On a $10,000 position that is $19 vs $6 annually, a gap of $13 per year that compounds over a long holding period. On income, EGLE currently yields 1.15% against 3.13% for SCHD.
Holdings Overlap
8.2% of EGLE's money is in holdings SCHD also owns. 65.8% of SCHD's money is in holdings EGLE also owns.
The two portfolios partly overlap.
36 positions in common, counted across the 372 positions we hold weights for in EGLE and 100 in SCHD, against full books of 378 and 103.
What only one of them owns
Our book lists 63 positions for SCHD that do not appear in our book for EGLE (34.1% of the fund), and 334 for EGLE that do not appear in SCHD (91.3%).
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.
Top Shared Holdings
| Stock | Weight in EGLE | Weight in SCHD | Difference |
|---|---|---|---|
| HDHome Depot Inc/The | 0.79% | 4.32% | 3.53% |
| AMGNAmgen Inc. | 0.47% | 4.62% | 4.15% |
| MRKMerck & Company Inc | 0.71% | 4.26% | 3.55% |
| UNHUnitedhealth Group Incorporated | 0.83% | 4.11% | 3.28% |
| VZVerizon Communic | 1.02% | 3.84% | 2.82% |
| PEPPepsico Inc. | 0.43% | 3.71% | 3.28% |
| COPConocophillips Common Stock USD 0.01 | 0.32% | 3.59% | 3.27% |
| BMYBristol-Myers Squibb Co. | 0.30% | 3.31% | 3.01% |
| LMTLockheed Martin Corp | 0.26% | 2.99% | 2.73% |
| MOAltria Group Inc | 0.26% | 2.86% | 2.60% |
65.8% of SCHD is already inside EGLE.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EGLE or SCHD?
EGLE has an expense ratio of 0.19% while SCHD charges 0.06%. SCHD is the cheaper option, by $13 a year on a $10,000 investment.
Which performed better, EGLE or SCHD?
Over the past year EGLE returned +17.68% vs +31.77% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), EGLE annualized +25.38% vs +31.58% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EGLE or SCHD?
SCHD has been the more volatile fund at 11.4% annualized versus 10.8% for EGLE. Worst drawdown: EGLE -9.8% vs SCHD -4.6%.
Should I hold both EGLE and SCHD?
EGLE and SCHD have a monthly-return correlation of 0.22, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EGLE and SCHD?
65.8% of SCHD's money is in holdings EGLE also owns. 65.8% of SCHD's is in holdings EGLE also owns. They hold 36 positions in common, counted across the 372 positions we hold weights for in EGLE and 100 in SCHD.
Which pays a higher dividend, EGLE or SCHD?
EGLE yields 1.15% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than EGLE?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. EGLE is less concentrated, with 41.1% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.