SCHD vs TGLB
Schwab US Dividend Equity ETF vs T. Rowe Price Global Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | TGLB | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.46% | |
| AUM | $108.7B | $28M | |
| Dividend Yield | 3.13% | 0.18% | |
| Holdings | 104 | 59 | |
| YTD Return | +28.70% | +16.23% | |
| 1Y Return | +31.07% | +18.40% | |
| 3Y Return (annualized) | +16.88% | - | |
| 5Y Return (annualized) | +10.20% | - | |
| Volatility (annualized) | 13.7% | 12.4% | |
| Max Drawdown | -33.4% | -9.8% | |
| Fund Family | Charles Schwab Asset Management | T.Rowe Price | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Jun 25, 2025 |
SCHD vs TGLB Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and T. Rowe Price Global Equity ETF (TGLB) is a ETF from T.Rowe Price. Over the past year SCHD returned +31.07% while TGLB returned +18.40%. Year to date, SCHD is up 28.70% versus a gain of 16.23% for TGLB.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 12.4% for TGLB. 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 -33.4% for SCHD and -9.8% for TGLB. 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 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while TGLB charges 0.46%. On a $10,000 position that is $6 vs $46 annually, a gap of $40 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.18% for TGLB.
Holdings Overlap
SCHD and TGLB share 3 holdings out of 153 unique holdings combined, representing a 3.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or TGLB?
SCHD has an expense ratio of 0.06% while TGLB charges 0.46%. SCHD is the cheaper option. On a $10,000 investment, that is $40 per year of difference.
Which performed better, SCHD or TGLB?
Over the past year SCHD returned +31.07% vs +18.40% for TGLB, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +11.62% vs +17.33% for TGLB. Past performance does not guarantee future results.
Which is riskier, SCHD or TGLB?
SCHD has been the more volatile fund at 13.7% annualized versus 12.4% for TGLB. Worst drawdown: SCHD -33.4% vs TGLB -9.8%.
Should I hold both SCHD and TGLB?
SCHD and TGLB have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and TGLB?
SCHD and TGLB share 3 common holdings with a 3.7% weight overlap. Combined, they hold 153 unique securities.
Which pays a higher dividend, SCHD or TGLB?
SCHD yields 3.13% while TGLB yields 0.18%, so SCHD currently pays the higher dividend yield.
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