RNRG vs SCHD

RNRG vs SCHD

Which is better, RNRG or SCHD?

Mid Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 55.8%.

Lower Fees: SCHDHigher Returns: 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

MetricRNRGSCHD
Expense Ratio0.65%0.06%Best
AUM$26M$112.1B
Dividend Yield1.71%3.00%
Holdings40103
YTD Return+0.79%+24.59%Best
1Y Return+11.88%+28.14%Best
3Y Return (annualized)+3.27%+15.58%Best
5Y Return (annualized)-5.95%+9.90%Best
Volatility (annualized)19.6%14.9%Best
Max Drawdown-58.8%-33.4%Best
$10,000 over 5 years$7,359$16,032Best
Top 10 Weight55.8%41.8%Best
Fund FamilyGlobal X by mirae AssetCharles Schwab Asset Management
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Value
InceptionMay 27, 2015Oct 20, 2011

Volatility and max drawdown are measured over the window both funds cover: May 28, 2015 to Sep 10, 2026 (11.3 years).

RNRG 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 11.3 years both funds cover.

RNRG vs SCHD Performance

Global X Renewable Energy Producers ETF (RNRG) is an ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year RNRG returned +11.88% while SCHD returned +28.14%. Year to date, RNRG is up 0.79% versus a gain of 24.59% for SCHD.

Over three years, RNRG compounded at +3.27% per year against +15.58% for SCHD; over five years the annualized figures are -5.95% and +9.90% respectively. Across the full 11-year window we track, SCHD has the edge at +10.49% annualized vs -2.07%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RNRG has been the more volatile fund, with annualized monthly volatility of 19.6% compared with 14.9% for SCHD. 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 -58.8% for RNRG and -33.4% 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 0.55. They move together some of the time, and apart the rest.

Fees and Cost Over Time

RNRG charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, RNRG currently yields 1.71% against 3.00% for SCHD.

Holdings Overlap

SCHD already in RNRG0.1%

0.1% of SCHD's money is in holdings RNRG also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

The two holdings books were reported 62 days apart, RNRG as of Jun 30, 2026 and SCHD as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

1 positions in common, counted across the 33 positions we hold weights for in RNRG and 100 in SCHD, against full books of 40 and 103.

What only one of them owns

Our book lists 98 positions for SCHD that do not appear in our book for RNRG (99.8% of the fund), and 5 for RNRG that do not appear in SCHD (23.1%).

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 RNRGWeight in SCHDDifference
CWENClearway Energy Inc-C-0.03%0.09%0.12%

You are not choosing between two funds in isolation.

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

RNRGSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RNRG or SCHD?

RNRG has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option, by $59 a year on a $10,000 investment.

Which performed better, RNRG or SCHD?

Over the past year RNRG returned +11.88% vs +28.14% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (11 years), RNRG annualized -2.07% vs +10.49% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RNRG or SCHD?

RNRG has been the more volatile fund at 19.6% annualized versus 14.9% for SCHD. Worst drawdown: RNRG -58.8% vs SCHD -33.4%.

Should I hold both RNRG and SCHD?

RNRG and SCHD have a monthly-return correlation of 0.55, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, RNRG or SCHD?

RNRG yields 1.71% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than RNRG?

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 55.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.