LGDX vs SCHD
LGDX vs SCHD
Intech S&P Large Cap Diversified Alpha ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. LGDX offers more diversification with 239 holdings.
Side-by-Side Comparison
| Metric | LGDX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.06% | |
| AUM | $140M | $103.7B | |
| Dividend Yield | 0.48% | 3.31% | |
| Holdings | 241 | 104 | |
| YTD Return | +13.20% | +24.26% | |
| 1Y Return | +21.30% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 13.2% | 13.6% | |
| Max Drawdown | -15.8% | -33.4% | |
| Fund Family | Intech ETF | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 1, 2025 | Oct 20, 2011 |
LGDX vs SCHD Performance
Intech S&P Large Cap Diversified Alpha ETF (LGDX) is a ETF from Intech ETF and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year LGDX returned +21.30% while SCHD returned +31.38%. Year to date, LGDX is up 13.20% 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 13.2% for LGDX. 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 -15.8% for LGDX 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 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LGDX charges 0.25% per year while SCHD charges 0.06%. On a $10,000 position that is $25 vs $6 annually, a gap of $19 per year that compounds over a long holding period. On income, LGDX currently yields 0.48% against 3.31% for SCHD.
Holdings Overlap
LGDX and SCHD share 22 holdings out of 317 unique holdings combined, representing a 5.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in LGDX | Weight in SCHD | Difference |
|---|---|---|---|
| UNH | 0.54% | 4.54% | 4.00% |
| ABT | 0.27% | 4.49% | 4.22% |
| AMGN | 0.16% | 4.25% | 4.09% |
| MRK | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| BMY | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
| LMT | Pro | Pro | Pro |
| MO | Pro | Pro | Pro |
| EOG | Pro | Pro | Pro |
See all 10 holdings LGDX 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, LGDX or SCHD?
LGDX has an expense ratio of 0.25% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $19 per year of difference.
Which performed better, LGDX or SCHD?
Over the past year LGDX returned +21.30% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), LGDX annualized +19.21% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, LGDX or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 13.2% for LGDX. Worst drawdown: LGDX -15.8% vs SCHD -33.4%.
Should I hold both LGDX and SCHD?
LGDX and SCHD have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LGDX and SCHD?
LGDX and SCHD share 22 common holdings with a 5.7% weight overlap. Combined, they hold 317 unique securities.
Which pays a higher dividend, LGDX or SCHD?
LGDX yields 0.48% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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