GXIG vs SCHD
GXIG vs SCHD
Global X Investment Grade Corporate Bond ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | GXIG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.06% | |
| AUM | $170M | $103.7B | |
| Dividend Yield | 5.53% | 3.31% | |
| Holdings | 95 | 104 | |
| YTD Return | -0.89% | +24.26% | |
| 1Y Return | +1.02% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 3.6% | 13.6% | |
| Max Drawdown | -3.5% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Jun 16, 2025 | Oct 20, 2011 |
GXIG vs SCHD Performance
Global X Investment Grade Corporate Bond ETF (GXIG) 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 GXIG returned +1.02% while SCHD returned +31.38%. Year to date, GXIG is down 0.89% 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 3.6% for GXIG. 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 -3.5% for GXIG 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
GXIG charges 0.15% per year while SCHD charges 0.06%. On a $10,000 position that is $15 vs $6 annually, a gap of $9 per year that compounds over a long holding period. On income, GXIG currently yields 5.53% against 3.31% for SCHD.
Holdings Overlap
GXIG and SCHD share 0 holdings out of 173 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GXIG or SCHD?
GXIG has an expense ratio of 0.15% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, GXIG or SCHD?
Over the past year GXIG returned +1.02% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), GXIG annualized +2.70% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, GXIG or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 3.6% for GXIG. Worst drawdown: GXIG -3.5% vs SCHD -33.4%.
Should I hold both GXIG and SCHD?
GXIG 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 GXIG and SCHD?
GXIG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 173 unique securities.
Which pays a higher dividend, GXIG or SCHD?
GXIG yields 5.53% while SCHD yields 3.31%, so GXIG currently pays the higher dividend yield.
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