GXLC vs SCHD
Global X US 500 ETF vs Schwab US Dividend Equity ETF
Which is better, GXLC or SCHD?
Large Cap Blend against Large Cap Value.
GXLC has a lower expense ratio. SCHD led over 1Y. GXLC is less concentrated, with 37.5% 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 | GXLC | SCHD |
|---|---|---|
| Expense Ratio | 0.02%Best | 0.06% |
| AUM | $5M | $112.1B |
| Dividend Yield | 0.89% | 3.00% |
| Holdings | 505 | 103 |
| YTD Return | +12.64% | +25.07%Best |
| 1Y Return | +16.33% | +27.61%Best |
| 3Y Return (annualized) | - | +15.74% |
| 5Y Return (annualized) | - | +9.89% |
| Volatility (annualized) | 13.4% | 13.3%Best |
| Top 10 Weight | 37.5%Best | 41.8% |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 23, 2025 | Oct 20, 2011 |
Not shown on this pair: Max Drawdown, $10,000 over the window.
GXLC 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
GXLC vs SCHD Performance
Global X US 500 ETF (GXLC) is an ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year GXLC returned +16.33% while SCHD returned +27.61%. Year to date, GXLC is up 12.64% versus a gain of 25.07% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GXLC has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 13.3% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.29. They move largely independently of each other.
Fees and Cost Over Time
GXLC charges 0.02% per year while SCHD charges 0.06%. On a $10,000 position that is $2 vs $6 annually, a gap of $4 per year that compounds over a long holding period. On income, GXLC currently yields 0.89% against 3.00% for SCHD.
Holdings Overlap
7.5% of GXLC's money is in holdings SCHD also owns. 90.6% of SCHD's money is in holdings GXLC also owns.
Most of SCHD is already inside GXLC. Owning both mostly buys the same companies twice.
41 positions in common, counted across the 494 positions we hold weights for in GXLC and 100 in SCHD, against full books of 505 and 103.
What only one of them owns
Our book lists 58 positions for SCHD that do not appear in our book for GXLC (9.3% of the fund), and 431 for GXLC that do not appear in SCHD (90.1%).
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 GXLC | Weight in SCHD | Difference |
|---|---|---|---|
| MRKMerck & Co. Inc. | 0.47% | 4.77% | 4.30% |
| AMGNAmgen Inc. | 0.31% | 4.70% | 4.39% |
| ABTAbbott Laboratories | 0.27% | 4.69% | 4.42% |
| KOCoca Cola Co. | 0.50% | 4.17% | 3.67% |
| CVXChevron Corp. | 0.53% | 4.02% | 3.49% |
| HDHome Depot Inc/The | 0.52% | 3.88% | 3.36% |
| UNHUnitedhealth Group Inc. | 0.55% | 3.82% | 3.27% |
| PGProcter & Gamble Company | 0.51% | 3.83% | 3.32% |
| VZVerizon Communications, Inc. | 0.29% | 3.97% | 3.68% |
| COPConocophillips Co | 0.22% | 3.94% | 3.72% |
90.6% of SCHD is already inside GXLC.
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, GXLC or SCHD?
GXLC has an expense ratio of 0.02% while SCHD charges 0.06%. GXLC is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, GXLC or SCHD?
Over the past year GXLC returned +16.33% vs +27.61% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GXLC or SCHD?
GXLC has been the more volatile fund at 13.4% annualized versus 13.3% for SCHD.
Should I hold both GXLC and SCHD?
GXLC and SCHD have a monthly-return correlation of 0.29, 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 GXLC and SCHD?
90.6% of SCHD's money is in holdings GXLC also owns. 90.6% of SCHD's is in holdings GXLC also owns. They hold 41 positions in common, counted across the 494 positions we hold weights for in GXLC and 100 in SCHD.
Which pays a higher dividend, GXLC or SCHD?
GXLC yields 0.89% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than GXLC?
GXLC has a lower expense ratio. SCHD led over 1Y. GXLC is less concentrated, with 37.5% 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.