GLOW vs SCHQ

GLOW vs SCHQ
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Quick Verdict

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

Lower Fees: SCHQHigher Returns: GLOWMore Diversified: SCHQ

Side-by-Side Comparison

MetricGLOWSCHQWinner
Expense Ratio0.72%0.03%
AUM$68M$803M
Dividend Yield1.41%4.91%
Holdings16100
YTD Return+13.69%-2.39%
1Y Return+23.11%+0.01%
3Y Return (annualized)-+1.26%
5Y Return (annualized)--7.14%
Volatility (annualized)10.6%13.5%
Max Drawdown-15.6%-46.7%
Fund FamilyVictory Capital Management Inc.Charles Schwab Asset Management
CategoryEquityFixed Income
InceptionJun 21, 2024Oct 10, 2019

GLOW vs SCHQ Performance

VictoryShares WestEnd Global Equity ETF (GLOW) is a ETF from Victory Capital Management Inc. and Schwab Long-Term US Treasury ETF (SCHQ) is a ETF from Charles Schwab Asset Management. Over the past year GLOW returned +23.11% while SCHQ returned +0.01%. Year to date, GLOW is up 13.69% versus a loss of 2.39% for SCHQ.

Risk: Volatility and Drawdowns

SCHQ has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 10.6% for GLOW. 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 -15.6% for GLOW and -46.7% for SCHQ. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GLOW charges 0.72% per year while SCHQ charges 0.03%. On a $10,000 position that is $72 vs $3 annually, a gap of $69 per year that compounds over a long holding period. On income, GLOW currently yields 1.41% against 4.91% for SCHQ.

Holdings Overlap

0.0%overlap

GLOW and SCHQ share 0 holdings out of 106 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, GLOW or SCHQ?

GLOW has an expense ratio of 0.72% while SCHQ charges 0.03%. SCHQ is the cheaper option. On a $10,000 investment, that is $69 per year of difference.

Which performed better, GLOW or SCHQ?

Over the past year GLOW returned +23.11% vs +0.01% for SCHQ, so GLOW leads on 1-year performance. Over the longest common window we track (2 years), GLOW annualized +19.11% vs -4.36% for SCHQ. Past performance does not guarantee future results.

Which is riskier, GLOW or SCHQ?

SCHQ has been the more volatile fund at 13.5% annualized versus 10.6% for GLOW. Worst drawdown: GLOW -15.6% vs SCHQ -46.7%.

Should I hold both GLOW and SCHQ?

GLOW and SCHQ have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GLOW and SCHQ?

GLOW and SCHQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, GLOW or SCHQ?

GLOW yields 1.41% while SCHQ yields 4.91%, so SCHQ currently pays the higher dividend yield.

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