GLBL vs SCHD
GLBL vs SCHD
Pacer MSCI World Industry Advantage ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. GLBL offers more diversification with 355 holdings.
Side-by-Side Comparison
| Metric | GLBL | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.06% | |
| AUM | $1M | $103.7B | |
| Dividend Yield | 0.77% | 3.31% | |
| Holdings | 375 | 104 | |
| YTD Return | +12.00% | +23.02% | |
| 1Y Return | +21.82% | +30.75% | |
| 3Y Return (annualized) | - | +14.89% | |
| 5Y Return (annualized) | - | +9.38% | |
| Volatility (annualized) | 15.6% | 13.6% | |
| Max Drawdown | -19.8% | -33.4% | |
| Fund Family | Pacer ETFs | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 16, 2024 | Oct 20, 2011 |
GLBL vs SCHD Performance
Pacer MSCI World Industry Advantage ETF (GLBL) is a ETF from Pacer ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year GLBL returned +21.82% while SCHD returned +30.75%. Year to date, GLBL is up 12.00% versus a gain of 23.02% for SCHD.
Risk: Volatility and Drawdowns
GLBL has been the more volatile fund, with annualized monthly volatility of 15.6% 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 -19.8% for GLBL 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 0.26. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
GLBL 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, GLBL currently yields 0.77% against 3.31% for SCHD.
Holdings Overlap
GLBL and SCHD share 12 holdings out of 443 unique holdings combined, representing a 4.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in GLBL | Weight in SCHD | Difference |
|---|---|---|---|
| UNH | 0.92% | 4.54% | 3.62% |
| HD | 0.84% | 4.16% | 3.32% |
| ABT | 0.40% | 4.49% | 4.09% |
| TXN | Pro | Pro | Pro |
| QCOM | Pro | Pro | Pro |
| BX | Pro | Pro | Pro |
| 2345:TW | Pro | Pro | Pro |
| TGT | Pro | Pro | Pro |
| ARES | Pro | Pro | Pro |
| TROW | Pro | Pro | Pro |
See all 10 holdings GLBL 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, GLBL or SCHD?
GLBL has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
Which performed better, GLBL or SCHD?
Over the past year GLBL returned +21.82% vs +30.75% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), GLBL annualized +20.00% vs +11.33% for SCHD. Past performance does not guarantee future results.
Which is riskier, GLBL or SCHD?
GLBL has been the more volatile fund at 15.6% annualized versus 13.6% for SCHD. Worst drawdown: GLBL -19.8% vs SCHD -33.4%.
Should I hold both GLBL and SCHD?
GLBL and SCHD have a monthly-return correlation of 0.26, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GLBL and SCHD?
GLBL and SCHD share 12 common holdings with a 4.0% weight overlap. Combined, they hold 443 unique securities.
Which pays a higher dividend, GLBL or SCHD?
GLBL yields 0.77% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.