RSSL vs SCHD
Global X Russell 2000 ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. RSSL offers more diversification with 1,981 holdings.
Side-by-Side Comparison
| Metric | RSSL | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.08% | 0.06% | |
| AUM | $1.5B | $112.2B | |
| Dividend Yield | 1.24% | 3.13% | |
| Holdings | 1,981 | 103 | |
| YTD Return | +18.80% | +28.33% | |
| 1Y Return | +27.06% | +30.37% | |
| 3Y Return (annualized) | - | +16.64% | |
| 5Y Return (annualized) | - | +10.04% | |
| Volatility (annualized) | 18.1% | 13.6% | |
| Max Drawdown | -28.2% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 4, 2024 | Oct 20, 2011 |
RSSL vs SCHD Performance
Global X Russell 2000 ETF (RSSL) is a ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year RSSL returned +27.06% while SCHD returned +30.37%. Year to date, RSSL is up 18.80% versus a gain of 28.33% for SCHD.
Risk: Volatility and Drawdowns
RSSL has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 13.6% 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 -28.2% for RSSL 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
RSSL charges 0.08% per year while SCHD charges 0.06%. On a $10,000 position that is $8 vs $6 annually, a gap of $2 per year that compounds over a long holding period. On income, RSSL currently yields 1.24% against 3.13% for SCHD.
Holdings Overlap
RSSL and SCHD share 31 holdings out of 1628 unique holdings combined, representing a 1.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, RSSL or SCHD?
RSSL has an expense ratio of 0.08% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $2 per year of difference.
Which performed better, RSSL or SCHD?
Over the past year RSSL returned +27.06% vs +30.37% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), RSSL annualized +18.50% vs +11.58% for SCHD. Past performance does not guarantee future results.
Which is riskier, RSSL or SCHD?
RSSL has been the more volatile fund at 18.1% annualized versus 13.6% for SCHD. Worst drawdown: RSSL -28.2% vs SCHD -33.4%.
Should I hold both RSSL and SCHD?
RSSL and SCHD have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RSSL and SCHD?
RSSL and SCHD share 31 common holdings with a 1.5% weight overlap. Combined, they hold 1628 unique securities.
Which pays a higher dividend, RSSL or SCHD?
RSSL yields 1.24% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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