RGLO vs SCHD
Russell Investments Global Equity ETF vs Schwab US Dividend Equity ETF
Which is better, RGLO or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. RGLO is less concentrated, with 24.9% of the fund in its ten largest positions against 41.5%.
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 | RGLO | SCHD |
|---|---|---|
| Expense Ratio | 0.49% | 0.06%Best |
| AUM | - | $112.2B |
| Dividend Yield | 0.57% | 3.13% |
| Holdings | 384 | 103 |
| YTD Return | +13.40% | +27.56%Best |
| 1Y Return | +22.35% | +30.29%Best |
| 3Y Return (annualized) | - | +16.37% |
| 5Y Return (annualized) | - | +10.23% |
| Volatility (annualized) | 10.0%Best | 11.8% |
| Max Drawdown | -9.6% | -4.6%Best |
| $10,000 over 1.3 years | $13,442 | $14,051Best |
| Top 10 Weight | 24.9%Best | 41.5% |
| Fund Family | Russell Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 29, 2025 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: May 30, 2025 to Sep 4, 2026 (1.3 years).
RGLO 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 1.3 years both funds cover.
RGLO vs SCHD Performance
Russell Investments Global Equity ETF (RGLO) is an ETF from Russell Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year RGLO returned +22.35% while SCHD returned +30.29%. Year to date, RGLO is up 13.40% versus a gain of 27.56% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 11.8% compared with 10.0% for RGLO. 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 -9.6% for RGLO and -4.6% 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 0.40. They move together some of the time, and apart the rest.
Fees and Cost Over Time
RGLO charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, RGLO currently yields 0.57% against 3.13% for SCHD.
Holdings Overlap
2.9% of RGLO's money is in holdings SCHD also owns. 29.6% of SCHD's money is in holdings RGLO also owns.
SCHD and RGLO share little of their money.
9 positions in common, counted across the 341 positions we hold weights for in RGLO and 100 in SCHD, against full books of 384 and 103.
What only one of them owns
Our book lists 89 positions for SCHD that do not appear in our book for RGLO (70.1% of the fund), and 98 for RGLO that do not appear in SCHD (46.5%).
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
| Stock | Weight in RGLO | Weight in SCHD | Difference |
|---|---|---|---|
| UNHUnitedhealth Group | 0.82% | 4.11% | 3.29% |
| MRKMerck & Co. Inc. | 0.43% | 4.26% | 3.83% |
| HDHome Depot Inc/The | 0.05% | 4.32% | 4.27% |
| PGProcter & Gamble Company | 0.38% | 3.96% | 3.58% |
| CVXChevron Corp.United States -Energy | 0.33% | 3.74% | 3.41% |
| LMTLockheed Martin Corp | 0.28% | 2.99% | 2.71% |
| ACNAccenture Plc Class A | 0.31% | 2.70% | 2.39% |
| BXBlackstone, Inc. | 0.16% | 2.55% | 2.39% |
| ADMArcher-Daniels-Midland Co. | 0.14% | 0.92% | 0.78% |
29.6% of SCHD is already inside RGLO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, RGLO or SCHD?
RGLO has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option, by $43 a year on a $10,000 investment.
Which performed better, RGLO or SCHD?
Over the past year RGLO returned +22.35% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), RGLO annualized +25.55% vs +29.90% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RGLO or SCHD?
SCHD has been the more volatile fund at 11.8% annualized versus 10.0% for RGLO. Worst drawdown: RGLO -9.6% vs SCHD -4.6%.
Should I hold both RGLO and SCHD?
RGLO and SCHD have a monthly-return correlation of 0.40, 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 RGLO and SCHD?
29.6% of SCHD's money is in holdings RGLO also owns. 29.6% of SCHD's is in holdings RGLO also owns. They hold 9 positions in common, counted across the 341 positions we hold weights for in RGLO and 100 in SCHD.
Which pays a higher dividend, RGLO or SCHD?
RGLO yields 0.57% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than RGLO?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. RGLO is less concentrated, with 24.9% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.