GALX vs SCHD

GALX vs SCHD

Which is better, GALX or SCHD?

Mid Cap Growth against Large Cap Value.

SCHD has a lower expense ratio. GALX is less concentrated, with 35.3% of the fund in its ten largest positions against 41.5%.

Lower Fees: SCHDLess Concentrated: GALX

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

MetricGALXSCHD
Expense Ratio0.75%0.06%Best
AUM$3M$112.2B
Dividend Yield0.00%3.13%
Holdings61103
YTD Return-0.78%+26.13%Best
1Y Return-+30.01%
3Y Return (annualized)-+16.09%
5Y Return (annualized)-+9.95%
Top 10 Weight35.3%Best41.5%
Fund FamilyVistaSharesCharles Schwab Asset Management
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Value
InceptionJul 15, 2026Oct 20, 2011

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

GALX 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.

GALX vs SCHD Performance

VistaShares Space Supercycle ETF (GALX) is an ETF from VistaShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, GALX is down 0.78% versus a gain of 26.13% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

GALX charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, GALX currently yields 0.00% against 3.13% for SCHD.

Holdings Overlap

GALX already in SCHD0.5%
SCHD already in GALX3.0%

0.5% of GALX's money is in holdings SCHD also owns. 3.0% of SCHD's money is in holdings GALX also owns.

SCHD and GALX share little of their money.

1 positions in common, counted across the 59 positions we hold weights for in GALX and 100 in SCHD, against full books of 61 and 103.

What only one of them owns

Our book lists 97 positions for SCHD that do not appear in our book for GALX (96.7% of the fund), and 34 for GALX that do not appear in SCHD (61.8%).

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

StockWeight in GALXWeight in SCHDDifference
LMTLockheed Martin Corp0.48%2.99%2.51%

You are not choosing between two funds in isolation.

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

GALXSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GALX or SCHD?

GALX has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.

What is the holdings overlap between GALX and SCHD?

3.0% of SCHD's money is in holdings GALX also owns. 3.0% of SCHD's is in holdings GALX also owns. They hold 1 positions in common, counted across the 59 positions we hold weights for in GALX and 100 in SCHD.

Which pays a higher dividend, GALX or SCHD?

GALX yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Is SCHD better than GALX?

SCHD has a lower expense ratio. GALX is less concentrated, with 35.3% 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.