HERO vs SCHD
Global X Video Games & Esports 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 | HERO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $67M | $108.7B | |
| Dividend Yield | 1.75% | 3.13% | |
| Holdings | 88 | 104 | |
| YTD Return | -8.14% | +28.63% | |
| 1Y Return | -15.37% | +32.53% | |
| 3Y Return (annualized) | +14.25% | +16.97% | |
| 5Y Return (annualized) | +0.08% | +10.47% | |
| Volatility (annualized) | 20.9% | 13.7% | |
| Max Drawdown | -54.0% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 25, 2019 | Oct 20, 2011 |
HERO vs SCHD Performance
Global X Video Games & Esports ETF (HERO) 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 HERO returned -15.37% while SCHD returned +32.53%. Year to date, HERO is down 8.14% versus a gain of 28.63% for SCHD.
Over three years, HERO compounded at +14.25% per year against +16.97% for SCHD; over five years the annualized figures are +0.08% and +10.47% respectively. Across the full 7-year window we track, SCHD has the edge at +11.63% annualized vs +10.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HERO has been the more volatile fund, with annualized monthly volatility of 20.9% 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 -54.0% for HERO 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.75% against 3.13% for SCHD.
Holdings Overlap
HERO and SCHD share 0 holdings out of 138 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $44 per year of difference.
Which performed better, HERO or SCHD?
Over the past year HERO returned -15.37% vs +32.53% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), HERO annualized +10.10% vs +11.63% for SCHD. Past performance does not guarantee future results.
Which is riskier, HERO or SCHD?
HERO has been the more volatile fund at 20.9% annualized versus 13.7% 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 combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HERO and SCHD?
HERO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 138 unique securities.
Which pays a higher dividend, HERO or SCHD?
HERO yields 1.75% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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