EGLE vs SCHD
EGLE vs SCHD
Global X S&P 500 US Revenue Leaders ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. EGLE offers more diversification with 341 holdings.
Side-by-Side Comparison
| Metric | EGLE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.06% | |
| AUM | $2M | $103.7B | |
| Dividend Yield | 1.17% | 3.31% | |
| Holdings | 374 | 104 | |
| YTD Return | +12.98% | +24.26% | |
| 1Y Return | +17.61% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 11.0% | 13.6% | |
| Max Drawdown | -9.8% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 15, 2025 | Oct 20, 2011 |
EGLE vs SCHD Performance
Global X S&P 500 US Revenue Leaders ETF (EGLE) 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 EGLE returned +17.61% while SCHD returned +31.38%. Year to date, EGLE is up 12.98% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 11.0% for EGLE. 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 -9.8% for EGLE 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 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EGLE charges 0.19% per year while SCHD charges 0.06%. On a $10,000 position that is $19 vs $6 annually, a gap of $13 per year that compounds over a long holding period. On income, EGLE currently yields 1.17% against 3.31% for SCHD.
Holdings Overlap
EGLE and SCHD share 36 holdings out of 405 unique holdings combined, representing a 14.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EGLE | Weight in SCHD | Difference |
|---|---|---|---|
| HD | 8.72% | 4.16% | 4.56% |
| MRK | 2.75% | 4.32% | 1.57% |
| AMGN | 1.01% | 4.25% | 3.24% |
| PEP | Pro | Pro | Pro |
| UNH | Pro | Pro | Pro |
| COP | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
| BMY | Pro | Pro | Pro |
| MO | Pro | Pro | Pro |
| CMCSA | Pro | Pro | Pro |
See all 10 holdings EGLE shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, EGLE or SCHD?
EGLE has an expense ratio of 0.19% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $13 per year of difference.
Which performed better, EGLE or SCHD?
Over the past year EGLE returned +17.61% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), EGLE annualized +25.92% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, EGLE or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 11.0% for EGLE. Worst drawdown: EGLE -9.8% vs SCHD -33.4%.
Should I hold both EGLE and SCHD?
EGLE and SCHD have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EGLE and SCHD?
EGLE and SCHD share 36 common holdings with a 14.1% weight overlap. Combined, they hold 405 unique securities.
Which pays a higher dividend, EGLE or SCHD?
EGLE yields 1.17% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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