LGHT vs SCHD
Langar Global Healthtech 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 | LGHT | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.06% | |
| AUM | $2M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 29 | 104 | |
| YTD Return | +0.75% | +27.67% | |
| 1Y Return | -3.90% | +31.26% | |
| 3Y Return (annualized) | - | +16.66% | |
| 5Y Return (annualized) | - | +10.18% | |
| Volatility (annualized) | 17.3% | 13.6% | |
| Max Drawdown | -28.6% | -33.4% | |
| Fund Family | Langar Investment Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jan 10, 2024 | Oct 20, 2011 |
LGHT vs SCHD Performance
Langar Global Healthtech ETF (LGHT) is a ETF from Langar Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year LGHT returned -3.90% while SCHD returned +31.26%. Year to date, LGHT is up 0.75% versus a gain of 27.67% for SCHD.
Risk: Volatility and Drawdowns
LGHT has been the more volatile fund, with annualized monthly volatility of 17.3% 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 -28.6% for LGHT 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 0.30. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LGHT charges 0.85% per year while SCHD charges 0.06%. On a $10,000 position that is $85 vs $6 annually, a gap of $79 per year that compounds over a long holding period. On income, LGHT currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
LGHT and SCHD share 0 holdings out of 128 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, LGHT or SCHD?
LGHT has an expense ratio of 0.85% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $79 per year of difference.
Which performed better, LGHT or SCHD?
Over the past year LGHT returned -3.90% vs +31.26% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), LGHT annualized -0.44% vs +11.57% for SCHD. Past performance does not guarantee future results.
Which is riskier, LGHT or SCHD?
LGHT has been the more volatile fund at 17.3% annualized versus 13.6% for SCHD. Worst drawdown: LGHT -28.6% vs SCHD -33.4%.
Should I hold both LGHT and SCHD?
LGHT and SCHD have a monthly-return correlation of 0.30, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LGHT and SCHD?
LGHT and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 128 unique securities.
Which pays a higher dividend, LGHT or SCHD?
LGHT yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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