HERO vs SCHD
Global X Video Games & Esports ETF vs Schwab US Dividend Equity ETF
Which is better, HERO or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 58.1%.
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 | HERO | SCHD |
|---|---|---|
| Expense Ratio | 0.50% | 0.06%Best |
| AUM | $64M | $112.1B |
| Dividend Yield | 1.69% | 3.00% |
| Holdings | 45 | 103 |
| YTD Return | -10.33% | +24.96%Best |
| 1Y Return | -17.94% | +28.75%Best |
| 3Y Return (annualized) | +12.44% | +15.71%Best |
| 5Y Return (annualized) | -1.35% | +9.86%Best |
| Volatility (annualized) | 20.8% | 16.6%Best |
| Max Drawdown | -54.0% | -33.4%Best |
| $10,000 over 5 years | $9,343 | $16,003Best |
| Top 10 Weight | 58.1% | 41.8%Best |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Oct 25, 2019 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Oct 31, 2019 to Sep 9, 2026 (6.9 years).
HERO 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 covers the 6.9 years both funds cover.
HERO vs SCHD Performance
Global X Video Games & Esports ETF (HERO) 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 HERO returned -17.94% while SCHD returned +28.75%. Year to date, HERO is down 10.33% versus a gain of 24.96% for SCHD.
Over three years, HERO compounded at +12.44% per year against +15.71% for SCHD; over five years the annualized figures are -1.35% and +9.86% respectively. Across the full 7-year window we track, SCHD has the edge at +12.43% annualized vs +9.63%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HERO has been the more volatile fund, with annualized monthly volatility of 20.8% compared with 16.6% 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 -54.0% for HERO and -33.4% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.43. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HERO 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, HERO currently yields 1.69% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 40 holdings in HERO and 100 in SCHD, totalling 99.9% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 40 positions we hold weights for in HERO and 100 in SCHD, against full books of 45 and 103.
What only one of them owns
Our book lists 99 positions for SCHD that do not appear in our book for HERO (99.9% of the fund), and 9 for HERO that do not appear in SCHD (22.1%).
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.
You are not choosing between two funds in isolation.
Whichever of HERO and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HERO or SCHD?
HERO has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option, by $44 a year on a $10,000 investment.
Which performed better, HERO or SCHD?
Over the past year HERO returned -17.94% vs +28.75% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), HERO annualized +9.63% vs +12.43% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HERO or SCHD?
HERO has been the more volatile fund at 20.8% annualized versus 16.6% for SCHD. Worst drawdown: HERO -54.0% vs SCHD -33.4%.
Should I hold both HERO and SCHD?
HERO and SCHD have a monthly-return correlation of 0.43, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, HERO or SCHD?
HERO yields 1.69% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than HERO?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 58.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.