OAKG vs SCHD
Oakmark Global Large Cap ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | OAKG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.62% | 0.06% | |
| AUM | $39M | $112.2B | |
| Dividend Yield | 0.04% | 3.13% | |
| Holdings | 56 | 103 | |
| YTD Return | +6.90% | +28.33% | |
| 1Y Return | - | +30.37% | |
| 3Y Return (annualized) | - | +16.64% | |
| 5Y Return (annualized) | - | +10.04% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -11.5% | -33.4% | |
| Fund Family | Oakmark Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 11, 2025 | Oct 20, 2011 |
OAKG vs SCHD Performance
Oakmark Global Large Cap ETF (OAKG) is a ETF from Oakmark Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, OAKG is up 6.90% versus a gain of 28.33% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -11.5% for OAKG and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
OAKG charges 0.62% per year while SCHD charges 0.06%. On a $10,000 position that is $62 vs $6 annually, a gap of $56 per year that compounds over a long holding period. On income, OAKG currently yields 0.04% against 3.13% for SCHD.
Holdings Overlap
OAKG and SCHD share 1 holdings out of 150 unique holdings combined, representing a 0.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in OAKG | Weight in SCHD | Difference |
|---|---|---|---|
| COP | 0.87% | 3.59% | 2.72% |
Frequently Asked Questions
Which is cheaper, OAKG or SCHD?
OAKG has an expense ratio of 0.62% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
What is the holdings overlap between OAKG and SCHD?
OAKG and SCHD share 1 common holdings with a 0.9% weight overlap. Combined, they hold 150 unique securities.
Which pays a higher dividend, OAKG or SCHD?
OAKG yields 0.04% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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