ALRG vs SCHD
Allspring LT Large Core ETF vs Schwab US Dividend Equity ETF
Which is better, ALRG or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 47.1%.
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
| Metric | ALRG | SCHD |
|---|---|---|
| Expense Ratio | 0.28% | 0.06%Best |
| AUM | $8M | $111.6B |
| Dividend Yield | 0.42% | 3.24% |
| Holdings | 51 | 206 |
| YTD Return | +13.91% | +24.55%Best |
| 1Y Return | +18.20% | +29.85%Best |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Volatility (annualized) | 11.9%Best | 14.2% |
| Max Drawdown | -9.3% | -6.9%Best |
| $10,000 over 1.3 years | $12,860 | $12,978Best |
| Top 10 Weight | 47.1% | 41.6%Best |
| Fund Family | Allspring Global Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jul 8, 2025 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jul 8, 2025 to Oct 14, 2026 (1.3 years).
ALRG vs SCHD 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 covers the 1.3 years both funds cover.
ALRG vs SCHD Performance
Allspring LT Large Core ETF (ALRG) is an ETF from Allspring Global Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year ALRG returned +18.20% while SCHD returned +29.85%. Year to date, ALRG is up 13.91% versus a gain of 24.55% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 11.9% for ALRG. 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 -9.3% for ALRG and -6.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.35. They move together some of the time, and apart the rest.
Fees and Cost Over Time
ALRG charges 0.28% per year while SCHD charges 0.06%. On a $10,000 position that is $28 vs $6 annually, a gap of $22 per year that compounds over a long holding period. On income, ALRG currently yields 0.42% against 3.24% for SCHD.
Holdings Overlap
2.2% of ALRG's money is in holdings SCHD also owns. 5.9% of SCHD's money is in holdings ALRG also owns.
SCHD and ALRG share little of their money.
2 positions in common, counted across the 50 positions we hold weights for in ALRG and 98 in SCHD, against full books of 51 and 206.
What only one of them owns
Our book lists 95 positions for SCHD that do not appear in our book for ALRG (93.8% of the fund), and 42 for ALRG that do not appear in SCHD (87.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of ALRG and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ALRG or SCHD?
ALRG has an expense ratio of 0.28% while SCHD charges 0.06%. SCHD is the cheaper option, by $22 a year on a $10,000 investment.
Which performed better, ALRG or SCHD?
Over the past year ALRG returned +18.20% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), ALRG annualized +21.35% vs +22.20% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ALRG or SCHD?
SCHD has been the more volatile fund at 14.2% annualized versus 11.9% for ALRG. Worst drawdown: ALRG -9.3% vs SCHD -6.9%.
Should I hold both ALRG and SCHD?
ALRG and SCHD have a monthly-return correlation of 0.35, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ALRG and SCHD?
5.9% of SCHD's money is in holdings ALRG also owns. 5.9% of SCHD's is in holdings ALRG also owns. They hold 2 positions in common, counted across the 50 positions we hold weights for in ALRG and 98 in SCHD.
Which pays a higher dividend, ALRG or SCHD?
ALRG yields 0.42% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than ALRG?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 47.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.