GXPD vs SCHD
Global X PureCap MSCI Consumer Discretionary 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 | GXPD | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.06% | |
| AUM | $47M | $103.7B | |
| Dividend Yield | 0.34% | 3.31% | |
| Holdings | 52 | 104 | |
| YTD Return | +1.88% | +26.21% | |
| 1Y Return | +5.35% | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 16.2% | 13.6% | |
| Max Drawdown | -16.6% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 22, 2025 | Oct 20, 2011 |
GXPD vs SCHD Performance
Global X PureCap MSCI Consumer Discretionary ETF (GXPD) 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 GXPD returned +5.35% while SCHD returned +29.99%. Year to date, GXPD is up 1.88% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
GXPD has been the more volatile fund, with annualized monthly volatility of 16.2% 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 -16.6% for GXPD 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 0.23. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
GXPD charges 0.15% per year while SCHD charges 0.06%. On a $10,000 position that is $15 vs $6 annually, a gap of $9 per year that compounds over a long holding period. On income, GXPD currently yields 0.34% against 3.31% for SCHD.
Holdings Overlap
GXPD and SCHD share 3 holdings out of 131 unique holdings combined, representing a 1.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GXPD or SCHD?
GXPD has an expense ratio of 0.15% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, GXPD or SCHD?
Over the past year GXPD returned +5.35% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), GXPD annualized +6.01% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, GXPD or SCHD?
GXPD has been the more volatile fund at 16.2% annualized versus 13.6% for SCHD. Worst drawdown: GXPD -16.6% vs SCHD -33.4%.
Should I hold both GXPD and SCHD?
GXPD and SCHD have a monthly-return correlation of 0.23, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GXPD and SCHD?
GXPD and SCHD share 3 common holdings with a 1.0% weight overlap. Combined, they hold 131 unique securities.
Which pays a higher dividend, GXPD or SCHD?
GXPD yields 0.34% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.