GXDW vs SCHD
Global X Dorsey Wright Thematic 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 104 holdings.
Side-by-Side Comparison
| Metric | GXDW | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $7M | $108.7B | |
| Dividend Yield | 1.55% | 3.13% | |
| Holdings | 7 | 104 | |
| YTD Return | -3.52% | +27.67% | |
| 1Y Return | -7.16% | +31.26% | |
| 3Y Return (annualized) | +0.34% | +16.66% | |
| 5Y Return (annualized) | -12.53% | +10.18% | |
| Volatility (annualized) | 28.4% | 13.6% | |
| Max Drawdown | -67.8% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 25, 2019 | Oct 20, 2011 |
GXDW vs SCHD Performance
Global X Dorsey Wright Thematic ETF (GXDW) 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 GXDW returned -7.16% while SCHD returned +31.26%. Year to date, GXDW is down 3.52% versus a gain of 27.67% for SCHD.
Over three years, GXDW compounded at +0.34% per year against +16.66% for SCHD; over five years the annualized figures are -12.53% and +10.18% respectively. Across the full 7-year window we track, SCHD has the edge at +11.57% annualized vs -0.20%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GXDW has been the more volatile fund, with annualized monthly volatility of 28.4% 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 -67.8% for GXDW 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
GXDW charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, GXDW currently yields 1.55% against 3.13% for SCHD.
Holdings Overlap
GXDW and SCHD share 0 holdings out of 105 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, GXDW or SCHD?
GXDW has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, GXDW or SCHD?
Over the past year GXDW returned -7.16% vs +31.26% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), GXDW annualized -0.20% vs +11.57% for SCHD. Past performance does not guarantee future results.
Which is riskier, GXDW or SCHD?
GXDW has been the more volatile fund at 28.4% annualized versus 13.6% for SCHD. Worst drawdown: GXDW -67.8% vs SCHD -33.4%.
Should I hold both GXDW and SCHD?
GXDW and SCHD have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GXDW and SCHD?
GXDW and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, GXDW or SCHD?
GXDW yields 1.55% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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