GXPT vs SCHD
Global X PureCap MSCI Information Technology ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. GXPT delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | GXPT | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.06% | |
| AUM | $130M | $108.7B | |
| Dividend Yield | 0.22% | 3.13% | |
| Holdings | 89 | 104 | |
| YTD Return | +24.80% | +26.54% | |
| 1Y Return | +32.41% | +30.90% | |
| 3Y Return (annualized) | - | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | 26.3% | 13.6% | |
| Max Drawdown | -18.7% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 22, 2025 | Oct 20, 2011 |
GXPT vs SCHD Performance
Global X PureCap MSCI Information Technology ETF (GXPT) 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 GXPT returned +32.41% while SCHD returned +30.90%. Year to date, GXPT is up 24.80% versus a gain of 26.54% for SCHD.
Risk: Volatility and Drawdowns
GXPT has been the more volatile fund, with annualized monthly volatility of 26.3% 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 -18.7% for GXPT 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 -0.12. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
GXPT 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, GXPT currently yields 0.22% against 3.13% for SCHD.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, GXPT or SCHD?
GXPT 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, GXPT or SCHD?
Over the past year GXPT returned +32.41% vs +30.90% for SCHD, so GXPT leads on 1-year performance. Over the longest common window we track (1 years), GXPT annualized +35.61% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, GXPT or SCHD?
GXPT has been the more volatile fund at 26.3% annualized versus 13.6% for SCHD. Worst drawdown: GXPT -18.7% vs SCHD -33.4%.
Should I hold both GXPT and SCHD?
GXPT and SCHD have a monthly-return correlation of -0.12, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GXPT and SCHD?
GXPT and SCHD share 2 common holdings with a 1.8% weight overlap. Combined, they hold 184 unique securities.
Which pays a higher dividend, GXPT or SCHD?
GXPT yields 0.22% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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