LRGE vs SCHD
ClearBridge Large Cap Growth ESG ETF vs Schwab US Dividend Equity ETF
Which is better, LRGE or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. LRGE led over 3Y and the full window, SCHD over 1Y and 5Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 60.2%.
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 | LRGE | SCHD |
|---|---|---|
| Expense Ratio | 0.48% | 0.06%Best |
| AUM | $377M | $112.1B |
| Dividend Yield | 0.12% | 3.00% |
| Holdings | 32 | 103 |
| YTD Return | +7.35% | +25.07%Best |
| 1Y Return | +9.13% | +27.61%Best |
| 3Y Return (annualized) | +17.55%Best | +15.74% |
| 5Y Return (annualized) | +9.30% | +9.89%Best |
| Volatility (annualized) | 18.0% | 15.7%Best |
| Max Drawdown | -37.0% | -33.4%Best |
| $10,000 over 5 years | $15,599 | $16,025Best |
| Top 10 Weight | 60.2% | 41.8%Best |
| Fund Family | Franklin Templeton Investments (US) | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | May 22, 2017 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: May 25, 2017 to Sep 11, 2026 (9.3 years).
LRGE 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 9.3 years both funds cover.
LRGE vs SCHD Performance
ClearBridge Large Cap Growth ESG ETF (LRGE) is an ETF from Franklin Templeton Investments (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year LRGE returned +9.13% while SCHD returned +27.61%. Year to date, LRGE is up 7.35% versus a gain of 25.07% for SCHD.
Over three years, LRGE compounded at +17.55% per year against +15.74% for SCHD; over five years the annualized figures are +9.30% and +9.89% respectively. Across the full 9-year window we track, LRGE has the edge at +15.16% annualized vs +11.46%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LRGE has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 15.7% 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 -37.0% for LRGE 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 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LRGE charges 0.48% per year while SCHD charges 0.06%. On a $10,000 position that is $48 vs $6 annually, a gap of $42 per year that compounds over a long holding period. On income, LRGE currently yields 0.12% against 3.00% for SCHD.
Holdings Overlap
3.4% of LRGE's money is in holdings SCHD also owns. 5.7% of SCHD's money is in holdings LRGE also owns.
SCHD and LRGE share little of their money.
2 positions in common, counted across the 30 positions we hold weights for in LRGE and 100 in SCHD, against full books of 32 and 103.
What only one of them owns
Our book lists 97 positions for SCHD that do not appear in our book for LRGE (94.2% of the fund), and 25 for LRGE that do not appear in SCHD (89.4%).
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 LRGE 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, LRGE or SCHD?
LRGE has an expense ratio of 0.48% while SCHD charges 0.06%. SCHD is the cheaper option, by $42 a year on a $10,000 investment.
Which performed better, LRGE or SCHD?
Over the past year LRGE returned +9.13% vs +27.61% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (9 years), LRGE annualized +15.16% vs +11.46% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LRGE or SCHD?
LRGE has been the more volatile fund at 18.0% annualized versus 15.7% for SCHD. Worst drawdown: LRGE -37.0% vs SCHD -33.4%.
Should I hold both LRGE and SCHD?
LRGE and SCHD have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between LRGE and SCHD?
5.7% of SCHD's money is in holdings LRGE also owns. 5.7% of SCHD's is in holdings LRGE also owns. They hold 2 positions in common, counted across the 30 positions we hold weights for in LRGE and 100 in SCHD.
Which pays a higher dividend, LRGE or SCHD?
LRGE yields 0.12% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than LRGE?
SCHD has a lower expense ratio. LRGE led over 3Y and the full window, SCHD over 1Y and 5Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 60.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.