FLAG vs SCHD
Global X S&P 500 US Market Leaders Top 50 ETF vs Schwab US Dividend Equity ETF
Which is better, FLAG or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 45.4%.
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 | FLAG | SCHD |
|---|---|---|
| Expense Ratio | 0.29% | 0.06%Best |
| AUM | $2M | $112.2B |
| Dividend Yield | 0.84% | 3.13% |
| Holdings | 52 | 103 |
| Volatility (annualized) | 13.6%Best | 17.1% |
| Max Drawdown | -43.9% | -16.9%Best |
| $10,000 over 1.9 years | $8,146 | $10,084Best |
| Top 10 Weight | 45.4% | 41.5%Best |
| 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 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).
The two price series end 1088 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FLAG has data through Sep 12, 2023 and SCHD through Sep 4, 2026.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 1, 2021 to Sep 12, 2023 (1.9 years).
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 13.6% for FLAG. 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 -43.9% for FLAG and -16.9% 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 0.24. They move largely independently of each other.
Fees and Cost Over Time
FLAG charges 0.29% per year while SCHD charges 0.06%. On a $10,000 position that is $29 vs $6 annually, a gap of $23 per year that compounds over a long holding period. On income, FLAG currently yields 0.84% against 3.13% for SCHD.
Holdings Overlap
29.3% of FLAG's money is in holdings SCHD also owns. 32.6% of SCHD's money is in holdings FLAG also owns.
The two portfolios partly overlap.
11 positions in common, counted across the 50 positions we hold weights for in FLAG and 100 in SCHD, against full books of 52 and 103.
What only one of them owns
Measured across the 50 and 100 positions we hold weights for.
SCHD holds 88 positions FLAG does not, 67.3% of the fund.
Largest: ABT 4.70%, AMGN 4.62%, KO 4.20%, PG 3.96%, CVX 3.74%
Top Shared Holdings
| Stock | Weight in FLAG | Weight in SCHD | Difference |
|---|---|---|---|
| HDHome Depot Inc/The | 4.65% | 4.32% | 0.33% |
| MRKMerck & Company Inc | 4.58% | 4.26% | 0.32% |
| UNHUnitedhealth Group Incorporated | 4.26% | 4.11% | 0.15% |
| VZVerizon Communic | 3.56% | 3.84% | 0.28% |
| PEPPepsico Inc. | 3.33% | 3.71% | 0.38% |
| LMTLockheed Martin Corp | 2.12% | 2.99% | 0.87% |
| MOAltria Group Inc | 1.91% | 2.86% | 0.95% |
| ADPAutomatic Data Processing, Inc. | 1.96% | 2.72% | 0.76% |
| UPSUnited Parcel Service, Inc | 1.54% | 1.95% | 0.41% |
| PAYXPaychex, Inc. | 0.70% | 0.97% | 0.27% |
32.6% of SCHD is already inside FLAG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, FLAG or SCHD?
FLAG has an expense ratio of 0.29% while SCHD charges 0.06%. SCHD is the cheaper option, by $23 a year on a $10,000 investment.
Which is riskier, FLAG or SCHD?
SCHD has been the more volatile fund at 17.1% annualized versus 13.6% for FLAG. Worst drawdown: FLAG -43.9% vs SCHD -16.9%.
Should I hold both FLAG and SCHD?
FLAG and SCHD have a monthly-return correlation of 0.24, 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 FLAG and SCHD?
32.6% of SCHD's money is in holdings FLAG also owns. 32.6% of SCHD's is in holdings FLAG also owns. They hold 11 positions in common, counted across the 50 positions we hold weights for in FLAG and 100 in SCHD.
Which pays a higher dividend, FLAG or SCHD?
FLAG yields 0.84% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than FLAG?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 45.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.