GEME vs SCHD

Quick Verdict

SCHD has a lower expense ratio. GEME delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: GEMEMore Diversified: SCHD

Side-by-Side Comparison

MetricGEMESCHDWinner
Expense Ratio0.75%0.06%
AUM$387M$103.7B
Dividend Yield5.32%3.31%
Holdings68104
YTD Return+29.18%+25.62%
1Y Return+58.72%+32.62%
3Y Return (annualized)-+15.58%
5Y Return (annualized)-+9.63%
Volatility (annualized)20.2%13.6%
Max Drawdown-16.9%-33.4%
Fund FamilyPacific Global Asset ManagementCharles Schwab Asset Management
CategoryEquityEquity
InceptionJan 23, 2025Oct 20, 2011

GEME vs SCHD Performance

Pacific NoS Global EM Equity Active ETF (GEME) is a ETF from Pacific Global Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year GEME returned +58.72% while SCHD returned +32.62%. Year to date, GEME is up 29.18% versus a gain of 25.62% for SCHD.

Risk: Volatility and Drawdowns

GEME has been the more volatile fund, with annualized monthly volatility of 20.2% compared with 13.6% for SCHD. 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 -16.9% for GEME 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GEME 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, GEME currently yields 5.32% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

GEME and SCHD share 0 holdings out of 148 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, GEME or SCHD?

GEME has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.

Which performed better, GEME or SCHD?

Over the past year GEME returned +58.72% vs +32.62% for SCHD, so GEME leads on 1-year performance. Over the longest common window we track (2 years), GEME annualized +46.53% vs +11.47% for SCHD. Past performance does not guarantee future results.

Which is riskier, GEME or SCHD?

GEME has been the more volatile fund at 20.2% annualized versus 13.6% for SCHD. Worst drawdown: GEME -16.9% vs SCHD -33.4%.

Should I hold both GEME and SCHD?

GEME and SCHD have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GEME and SCHD?

GEME and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 148 unique securities.

Which pays a higher dividend, GEME or SCHD?

GEME yields 5.32% while SCHD yields 3.31%, so GEME currently pays the higher dividend yield.

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