RGLO vs SCHD
Russell Investments Global Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. RGLO offers more diversification with 370 holdings.
Side-by-Side Comparison
| Metric | RGLO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.06% | |
| AUM | - | $103.7B | |
| Dividend Yield | 0.58% | 3.31% | |
| Holdings | 370 | 104 | |
| YTD Return | +14.32% | +26.21% | |
| 1Y Return | +24.25% | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 10.3% | 13.6% | |
| Max Drawdown | -9.6% | -33.4% | |
| Fund Family | Russell Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | May 29, 2025 | Oct 20, 2011 |
RGLO vs SCHD Performance
Russell Investments Global Equity ETF (RGLO) is a ETF from Russell Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year RGLO returned +24.25% while SCHD returned +29.99%. Year to date, RGLO is up 14.32% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 10.3% 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 -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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.
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 0.58% against 3.31% for SCHD.
Holdings Overlap
RGLO and SCHD share 9 holdings out of 417 unique holdings combined, representing a 3.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $43 per year of difference.
Which performed better, RGLO or SCHD?
Over the past year RGLO returned +24.25% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), RGLO annualized +27.84% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, RGLO or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 10.3% for RGLO. Worst drawdown: RGLO -9.6% vs SCHD -33.4%.
Should I hold both RGLO and SCHD?
RGLO and SCHD have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RGLO and SCHD?
RGLO and SCHD share 9 common holdings with a 3.2% weight overlap. Combined, they hold 417 unique securities.
Which pays a higher dividend, RGLO or SCHD?
RGLO yields 0.58% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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