LRGG vs SCHD
Nomura Focused Large Growth 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 100 holdings.
Side-by-Side Comparison
| Metric | LRGG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.06% | |
| AUM | $289M | $103.7B | |
| Dividend Yield | 0.17% | 3.31% | |
| Holdings | 23 | 104 | |
| YTD Return | +1.04% | +25.62% | |
| 1Y Return | -0.04% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 12.7% | 13.6% | |
| Max Drawdown | -18.9% | -33.4% | |
| Fund Family | Nomura Asset Management Co Ltd | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | May 14, 2024 | Oct 20, 2011 |
LRGG vs SCHD Performance
Nomura Focused Large Growth ETF (LRGG) is a ETF from Nomura Asset Management Co Ltd and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year LRGG returned -0.04% while SCHD returned +32.62%. Year to date, LRGG is up 1.04% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.7% for LRGG. 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 -18.9% for LRGG 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 0.15. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LRGG charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, LRGG currently yields 0.17% against 3.31% for SCHD.
Holdings Overlap
LRGG and SCHD share 0 holdings out of 120 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, LRGG or SCHD?
LRGG has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, LRGG or SCHD?
Over the past year LRGG returned -0.04% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), LRGG annualized +7.36% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, LRGG or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.7% for LRGG. Worst drawdown: LRGG -18.9% vs SCHD -33.4%.
Should I hold both LRGG and SCHD?
LRGG and SCHD have a monthly-return correlation of 0.15, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LRGG and SCHD?
LRGG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 120 unique securities.
Which pays a higher dividend, LRGG or SCHD?
LRGG yields 0.17% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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