NSIG vs SCHD

NSIG vs SCHD

Which is better, NSIG or SCHD?

Large Cap Growth against Large Cap Value.

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 59.1%.

Lower Fees: SCHDLess Concentrated: SCHD

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

MetricNSIGSCHD
Expense Ratio0.38%0.06%Best
AUM$61M$112.2B
Dividend Yield0.00%3.13%
Holdings80103
YTD Return-0.64%+28.59%Best
1Y Return-+31.77%
3Y Return (annualized)-+16.70%
5Y Return (annualized)-+10.09%
Top 10 Weight59.1%41.5%Best
Fund FamilyNorth Square Investments, LLCCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionJul 9, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

NSIG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

NSIG vs SCHD Performance

North Square Growth Opportunities ETF (NSIG) is an ETF from North Square Investments, LLC and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, NSIG is down 0.64% versus a gain of 28.59% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

NSIG charges 0.38% per year while SCHD charges 0.06%. On a $10,000 position that is $38 vs $6 annually, a gap of $32 per year that compounds over a long holding period. On income, NSIG currently yields 0.00% against 3.13% for SCHD.

Holdings Overlap

NSIG already in SCHD2.1%
SCHD already in NSIG14.5%

2.1% of NSIG's money is in holdings SCHD also owns. 14.5% of SCHD's money is in holdings NSIG also owns.

SCHD and NSIG share little of their money.

4 positions in common, counted across the 83 positions we hold weights for in NSIG and 100 in SCHD, against full books of 80 and 103.

What only one of them owns

Our book lists 95 positions for SCHD that do not appear in our book for NSIG (85.4% of the fund), and 74 for NSIG that do not appear in SCHD (95.3%).

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.

Top Shared Holdings

StockWeight in NSIGWeight in SCHDDifference
HDHome Depot Inc/The0.81%4.32%3.51%
AMGNAmgen Inc.0.51%4.62%4.11%
LMTLockheed Martin Corp0.49%2.99%2.50%
BXBlackstone Group Inc. Class A0.28%2.55%2.27%

You are not choosing between two funds in isolation.

Whichever of NSIG and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NSIGSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NSIG or SCHD?

NSIG has an expense ratio of 0.38% while SCHD charges 0.06%. SCHD is the cheaper option, by $32 a year on a $10,000 investment.

What is the holdings overlap between NSIG and SCHD?

14.5% of SCHD's money is in holdings NSIG also owns. 14.5% of SCHD's is in holdings NSIG also owns. They hold 4 positions in common, counted across the 83 positions we hold weights for in NSIG and 100 in SCHD.

Which pays a higher dividend, NSIG or SCHD?

NSIG yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Is SCHD better than NSIG?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 59.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.