GLOF vs SCHD
iShares Global Equity Factor ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. GLOF offers more diversification with 708 holdings.
Side-by-Side Comparison
| Metric | GLOF | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.06% | |
| AUM | $225M | $108.7B | |
| Dividend Yield | 1.58% | 3.13% | |
| Holdings | 708 | 104 | |
| YTD Return | +16.44% | +28.70% | |
| 1Y Return | +24.15% | +31.07% | |
| 3Y Return (annualized) | +23.04% | +16.88% | |
| 5Y Return (annualized) | +12.07% | +10.20% | |
| Volatility (annualized) | 15.0% | 13.7% | |
| Max Drawdown | -36.7% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 28, 2015 | Oct 20, 2011 |
GLOF vs SCHD Performance
iShares Global Equity Factor ETF (GLOF) is a ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year GLOF returned +24.15% while SCHD returned +31.07%. Year to date, GLOF is up 16.44% versus a gain of 28.70% for SCHD.
Over three years, GLOF compounded at +23.04% per year against +16.88% for SCHD; over five years the annualized figures are +12.07% and +10.20% respectively. Across the full 11-year window we track, SCHD has the edge at +11.62% annualized vs +9.30%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GLOF has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 13.7% 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 -36.7% for GLOF 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
GLOF charges 0.20% per year while SCHD charges 0.06%. On a $10,000 position that is $20 vs $6 annually, a gap of $14 per year that compounds over a long holding period. On income, GLOF currently yields 1.58% against 3.13% for SCHD.
Holdings Overlap
GLOF and SCHD share 21 holdings out of 711 unique holdings combined, representing a 4.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GLOF or SCHD?
GLOF has an expense ratio of 0.20% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, GLOF or SCHD?
Over the past year GLOF returned +24.15% vs +31.07% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (11 years), GLOF annualized +9.30% vs +11.62% for SCHD. Past performance does not guarantee future results.
Which is riskier, GLOF or SCHD?
GLOF has been the more volatile fund at 15.0% annualized versus 13.7% for SCHD. Worst drawdown: GLOF -36.7% vs SCHD -33.4%.
Should I hold both GLOF and SCHD?
GLOF and SCHD have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GLOF and SCHD?
GLOF and SCHD share 21 common holdings with a 4.8% weight overlap. Combined, they hold 711 unique securities.
Which pays a higher dividend, GLOF or SCHD?
GLOF yields 1.58% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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