GLBL vs SCHD
Pacer MSCI World Industry Advantage ETF vs Schwab US Dividend Equity ETF
Which is better, GLBL or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. GLBL led over the full window, SCHD over 1Y. GLBL is less concentrated, with 39.4% of the fund in its ten largest positions against 41.8%.
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 | GLBL | SCHD |
|---|---|---|
| Expense Ratio | 0.65% | 0.06%Best |
| AUM | $1M | $112.1B |
| Dividend Yield | 0.76% | 3.00% |
| Holdings | 366 | 103 |
| YTD Return | +12.45% | +24.23%Best |
| 1Y Return | +15.62% | +27.90%Best |
| 3Y Return (annualized) | - | +15.55% |
| 5Y Return (annualized) | - | +9.97% |
| Volatility (annualized) | 15.3% | 13.8%Best |
| Max Drawdown | -19.8% | -16.1%Best |
| $10,000 over 2 years | $14,137Best | $13,010 |
| Top 10 Weight | 39.4%Best | 41.8% |
| Fund Family | Pacer ETFs | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 16, 2024 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 17, 2024 to Sep 17, 2026 (2 years).
GLBL 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 2 years both funds cover.
GLBL vs SCHD Performance
Pacer MSCI World Industry Advantage ETF (GLBL) is an ETF from Pacer ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year GLBL returned +15.62% while SCHD returned +27.90%. Year to date, GLBL is up 12.45% versus a gain of 24.23% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GLBL has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.8% 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 -19.8% for GLBL and -16.1% 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 0.27. They move largely independently of each other.
Fees and Cost Over Time
GLBL charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, GLBL currently yields 0.76% against 3.00% for SCHD.
Holdings Overlap
3.9% of GLBL's money is in holdings SCHD also owns. 27.6% of SCHD's money is in holdings GLBL also owns.
SCHD and GLBL share little of their money.
12 positions in common, counted across the 355 positions we hold weights for in GLBL and 100 in SCHD, against full books of 366 and 103.
What only one of them owns
Our book lists 87 positions for SCHD that do not appear in our book for GLBL (72.4% of the fund), and 221 for GLBL that do not appear in SCHD (82.0%).
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 GLBL | Weight in SCHD | Difference |
|---|---|---|---|
| ABTAbbott Laboratories | 0.45% | 4.69% | 4.24% |
| UNHUnitedhealth Group Incorporated | 0.82% | 3.82% | 3.00% |
| HDHome Depot Inc/The | 0.75% | 3.88% | 3.13% |
| TXNTexas Instrument Inc | 0.55% | 3.13% | 2.58% |
| ACNAccenture Plc | 0.27% | 2.84% | 2.57% |
| QCOMQualcomm Inc. | 0.42% | 2.52% | 2.10% |
| BXBlackstone Group Inc. Class A | 0.25% | 2.59% | 2.34% |
| TGTTarget Corp Common Stock Usd.0833 | 0.17% | 1.78% | 1.61% |
| ARESAres Management Corp A | 0.08% | 0.74% | 0.66% |
| DRIDarden Restaurants Inc. | 0.06% | 0.60% | 0.54% |
27.6% of SCHD is already inside GLBL.
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, GLBL or SCHD?
GLBL has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option, by $59 a year on a $10,000 investment.
Which performed better, GLBL or SCHD?
Over the past year GLBL returned +15.62% vs +27.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), GLBL annualized +18.90% vs +14.06% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GLBL or SCHD?
GLBL has been the more volatile fund at 15.3% annualized versus 13.8% for SCHD. Worst drawdown: GLBL -19.8% vs SCHD -16.1%.
Should I hold both GLBL and SCHD?
GLBL and SCHD have a monthly-return correlation of 0.27, 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 GLBL and SCHD?
27.6% of SCHD's money is in holdings GLBL also owns. 27.6% of SCHD's is in holdings GLBL also owns. They hold 12 positions in common, counted across the 355 positions we hold weights for in GLBL and 100 in SCHD.
Which pays a higher dividend, GLBL or SCHD?
GLBL yields 0.76% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than GLBL?
SCHD has a lower expense ratio. GLBL led over the full window, SCHD over 1Y. GLBL is less concentrated, with 39.4% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.