SCHD vs ZCBG

SCHD vs ZCBG

Which is better, SCHD or ZCBG?

SCHD costs less.

SCHD has a lower expense ratio.

Lower Fees: 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

MetricSCHDZCBG
Expense Ratio0.06%Best0.07%
AUM$108.9B$920,732.78
Dividend Yield3.00%2.53%
Holdings2066
YTD Return+20.67%Best-5.57%
1Y Return+22.79%-
3Y Return (annualized)+15.93%-
5Y Return (annualized)+9.26%-
Fund FamilyCharles Schwab Asset ManagementGlobal X by mirae Asset
CategoryEquityFixed Income
StyleLarge Cap Value-
InceptionOct 20, 2011Jan 6, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SCHD vs ZCBG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SCHD vs ZCBG Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Global X Zero Coupon Bond 2035 ETF (ZCBG) is an ETF from Global X by mirae Asset. Year to date, SCHD is up 20.67% versus a loss of 5.57% for ZCBG.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while ZCBG charges 0.07%. On a $10,000 position that is $6 vs $7 annually, a gap of $1 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 2.53% for ZCBG.

You are not choosing between two funds in isolation.

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

SCHDZCBG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or ZCBG?

SCHD has an expense ratio of 0.06% while ZCBG charges 0.07%. SCHD is the cheaper option, by $1 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or ZCBG?

SCHD yields 3.00% while ZCBG yields 2.53%, so SCHD currently pays the higher dividend yield.

Is ZCBG better than SCHD?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.