FEGE vs SCHD
First Eagle Global Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | FEGE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $2.2B | $103.7B | |
| Dividend Yield | 1.21% | 3.31% | |
| Holdings | 95 | 104 | |
| YTD Return | +12.64% | +25.62% | |
| 1Y Return | +29.02% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 11.8% | 13.6% | |
| Max Drawdown | -11.1% | -33.4% | |
| Fund Family | First Eagle Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 19, 2024 | Oct 20, 2011 |
FEGE vs SCHD Performance
First Eagle Global Equity ETF (FEGE) is a ETF from First Eagle Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year FEGE returned +29.02% while SCHD returned +32.62%. Year to date, FEGE is up 12.64% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 11.8% for FEGE. 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 -11.1% for FEGE 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
FEGE 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, FEGE currently yields 1.21% against 3.31% for SCHD.
Holdings Overlap
FEGE and SCHD share 5 holdings out of 189 unique holdings combined, representing a 5.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FEGE or SCHD?
FEGE 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, FEGE or SCHD?
Over the past year FEGE returned +29.02% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), FEGE annualized +28.60% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, FEGE or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 11.8% for FEGE. Worst drawdown: FEGE -11.1% vs SCHD -33.4%.
Should I hold both FEGE and SCHD?
FEGE and SCHD have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FEGE and SCHD?
FEGE and SCHD share 5 common holdings with a 5.8% weight overlap. Combined, they hold 189 unique securities.
Which pays a higher dividend, FEGE or SCHD?
FEGE yields 1.21% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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