GREK vs SCHD
Global X MSCI Greece ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | GREK | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.56% | 0.06% | |
| AUM | $289M | $103.7B | |
| Dividend Yield | 2.60% | 3.31% | |
| Holdings | 34 | 104 | |
| YTD Return | +22.35% | +25.62% | |
| 1Y Return | +28.28% | +32.62% | |
| 3Y Return (annualized) | +34.89% | +15.58% | |
| 5Y Return (annualized) | +28.18% | +9.63% | |
| Volatility (annualized) | 33.4% | 13.6% | |
| Max Drawdown | -81.7% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 7, 2011 | Oct 20, 2011 |
GREK vs SCHD Performance
Global X MSCI Greece ETF (GREK) is a ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year GREK returned +28.28% while SCHD returned +32.62%. Year to date, GREK is up 22.35% versus a gain of 25.62% for SCHD.
Over three years, GREK compounded at +34.89% per year against +15.58% for SCHD; over five years the annualized figures are +28.18% and +9.63% respectively. Across the full 15-year window we track, SCHD has the edge at +11.47% annualized vs +5.45%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GREK has been the more volatile fund, with annualized monthly volatility of 33.4% 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 -81.7% for GREK 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
GREK charges 0.56% per year while SCHD charges 0.06%. On a $10,000 position that is $56 vs $6 annually, a gap of $50 per year that compounds over a long holding period. On income, GREK currently yields 2.60% against 3.31% for SCHD.
Holdings Overlap
GREK and SCHD share 0 holdings out of 131 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, GREK or SCHD?
GREK has an expense ratio of 0.56% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $50 per year of difference.
Which performed better, GREK or SCHD?
Over the past year GREK returned +28.28% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), GREK annualized +5.45% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, GREK or SCHD?
GREK has been the more volatile fund at 33.4% annualized versus 13.6% for SCHD. Worst drawdown: GREK -81.7% vs SCHD -33.4%.
Should I hold both GREK and SCHD?
GREK and SCHD have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GREK and SCHD?
GREK and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 131 unique securities.
Which pays a higher dividend, GREK or SCHD?
GREK yields 2.60% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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