CHRI vs SCHD
Global X S&P 500 Christian Values ETF vs Schwab US Dividend Equity ETF
Which is better, CHRI or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. CHRI is less concentrated, with 38.2% of the fund in its ten largest positions against 41.6%.
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 | CHRI | SCHD |
|---|---|---|
| Expense Ratio | 0.29% | 0.06%Best |
| AUM | $9M | $111.6B |
| Dividend Yield | 0.38% | 3.24% |
| Holdings | 934 | 206 |
| YTD Return | +12.77% | +24.55%Best |
| 1Y Return | +15.94% | +29.85%Best |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Volatility (annualized) | 12.9%Best | 14.6% |
| Max Drawdown | -9.4% | -6.9%Best |
| $10,000 over 1.1 years | $11,672 | $12,988Best |
| Top 10 Weight | 38.2%Best | 41.6% |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 23, 2025 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Sep 24, 2025 to Oct 14, 2026 (1.1 years).
CHRI 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 1.1 years both funds cover.
CHRI vs SCHD Performance
Global X S&P 500 Christian Values ETF (CHRI) is an ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year CHRI returned +15.94% while SCHD returned +29.85%. Year to date, CHRI is up 12.77% 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 14.6% compared with 12.9% for CHRI. 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 -9.4% for CHRI 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 0.30. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CHRI charges 0.29% per year while SCHD charges 0.06%. On a $10,000 position that is $29 vs $6 annually, a gap of $23 per year that compounds over a long holding period. On income, CHRI currently yields 0.38% against 3.24% for SCHD.
Holdings Overlap
7.1% of CHRI's money is in holdings SCHD also owns. 74.9% of SCHD's money is in holdings CHRI also owns.
Most of SCHD is already inside CHRI. Owning both mostly buys the same companies twice.
39 positions in common, counted across the 463 positions we hold weights for in CHRI and 98 in SCHD, against full books of 934 and 206.
What only one of them owns
Our book lists 58 positions for SCHD that do not appear in our book for CHRI (24.8% of the fund), and 417 for CHRI that do not appear in SCHD (92.3%).
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.
Top Shared Holdings
| Stock | Weight in CHRI | Weight in SCHD | Difference |
|---|---|---|---|
| TXNTexas Instrument Inc | 0.37% | 4.89% | 4.52% |
| QCOMQualcomm Inc. | 0.29% | 4.61% | 4.32% |
| PGProcter & Gamble Company | 0.61% | 4.16% | 3.55% |
| CVXChevron Corp | 0.61% | 4.14% | 3.53% |
| KOCoca Cola Co. | 0.61% | 4.12% | 3.51% |
| AMGNAmgen Inc. | 0.61% | 3.86% | 3.25% |
| ABTAbbot Laboratories | 0.53% | 3.74% | 3.21% |
| HDHome Depot Inc/The | 0.47% | 3.77% | 3.30% |
| VZVerizon Communic | 0.32% | 3.88% | 3.56% |
| COPConocophillips Common Stock USD 0.01 | 0.26% | 3.91% | 3.65% |
74.9% of SCHD is already inside CHRI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CHRI or SCHD?
CHRI has an expense ratio of 0.29% while SCHD charges 0.06%. SCHD is the cheaper option, by $23 a year on a $10,000 investment.
Which performed better, CHRI or SCHD?
Over the past year CHRI returned +15.94% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), CHRI annualized +15.09% vs +26.83% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CHRI or SCHD?
SCHD has been the more volatile fund at 14.6% annualized versus 12.9% for CHRI. Worst drawdown: CHRI -9.4% vs SCHD -6.9%.
Should I hold both CHRI and SCHD?
CHRI and SCHD have a monthly-return correlation of 0.30, 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 CHRI and SCHD?
74.9% of SCHD's money is in holdings CHRI also owns. 74.9% of SCHD's is in holdings CHRI also owns. They hold 39 positions in common, counted across the 463 positions we hold weights for in CHRI and 98 in SCHD.
Which pays a higher dividend, CHRI or SCHD?
CHRI yields 0.38% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than CHRI?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. CHRI is less concentrated, with 38.2% of the fund in its ten largest positions against 41.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.