GXPE vs SCHD
Global X PureCap MSCI Energy ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. GXPE delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | GXPE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.06% | |
| AUM | $1M | $108.7B | |
| Dividend Yield | 2.07% | 3.13% | |
| Holdings | 24 | 104 | |
| YTD Return | +41.09% | +28.70% | |
| 1Y Return | +50.79% | +32.27% | |
| 3Y Return (annualized) | - | +17.27% | |
| 5Y Return (annualized) | - | +10.23% | |
| Volatility (annualized) | 23.5% | 13.7% | |
| Max Drawdown | -15.7% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 22, 2025 | Oct 20, 2011 |
GXPE vs SCHD Performance
Global X PureCap MSCI Energy ETF (GXPE) 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 GXPE returned +50.79% while SCHD returned +32.27%. Year to date, GXPE is up 41.09% versus a gain of 28.70% for SCHD.
Risk: Volatility and Drawdowns
GXPE has been the more volatile fund, with annualized monthly volatility of 23.5% compared with 13.7% 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 -15.7% for GXPE 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
GXPE 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, GXPE currently yields 2.07% against 3.13% for SCHD.
Holdings Overlap
GXPE and SCHD share 6 holdings out of 116 unique holdings combined, representing a 13.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GXPE or SCHD?
GXPE 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, GXPE or SCHD?
Over the past year GXPE returned +50.79% vs +32.27% for SCHD, so GXPE leads on 1-year performance. Over the longest common window we track (1 years), GXPE annualized +45.95% vs +11.63% for SCHD. Past performance does not guarantee future results.
Which is riskier, GXPE or SCHD?
GXPE has been the more volatile fund at 23.5% annualized versus 13.7% for SCHD. Worst drawdown: GXPE -15.7% vs SCHD -33.4%.
Should I hold both GXPE and SCHD?
GXPE and SCHD have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GXPE and SCHD?
GXPE and SCHD share 6 common holdings with a 13.6% weight overlap. Combined, they hold 116 unique securities.
Which pays a higher dividend, GXPE or SCHD?
GXPE yields 2.07% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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