ESGG vs SCHD
Northern Trust STOXX Global ESG Select ETF vs Schwab US Dividend Equity ETF
Which is better, ESGG or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. ESGG led over 3Y, 5Y and the full window, SCHD over 1Y.
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 | ESGG | SCHD |
|---|---|---|
| Expense Ratio | 0.42% | 0.06%Best |
| AUM | $119M | $111.6B |
| Dividend Yield | 1.26% | 3.24% |
| Holdings | 728 | 206 |
| YTD Return | +14.95% | +24.55%Best |
| 1Y Return | +20.21% | +29.85%Best |
| 3Y Return (annualized) | +21.44%Best | +16.64% |
| 5Y Return (annualized) | +12.01%Best | +9.54% |
| Volatility (annualized) | 18.1% | 15.3%Best |
| Max Drawdown | -32.3%Best | -33.4% |
| $10,000 over 5 years | $17,631Best | $15,771 |
| Fund Family | Northern Trust Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jul 13, 2016 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 14, 2016 to Oct 14, 2026 (10.3 years).
ESGG 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 10.3 years both funds cover.
ESGG vs SCHD Performance
Northern Trust STOXX Global ESG Select ETF (ESGG) is an ETF from Northern Trust Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year ESGG returned +20.21% while SCHD returned +29.85%. Year to date, ESGG is up 14.95% versus a gain of 24.55% for SCHD.
Over three years, ESGG compounded at +21.44% per year against +16.64% for SCHD; over five years the annualized figures are +12.01% and +9.54% respectively. Across the full 10-year window we track, ESGG has the edge at +13.55% annualized vs +10.94%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ESGG has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 15.3% 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 -32.3% for ESGG and -33.4% 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ESGG charges 0.42% per year while SCHD charges 0.06%. On a $10,000 position that is $42 vs $6 annually, a gap of $36 per year that compounds over a long holding period. On income, ESGG currently yields 1.26% against 3.24% for SCHD.
Holdings Overlap
At least 26.8% of SCHD's money is in holdings ESGG also owns.
Stated as a floor: for ESGG, our book for it covers 94.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SCHD and ESGG share little of their money.
9 positions in common, counted across the 686 positions we hold weights for in ESGG and 98 in SCHD, against full books of 728 and 206.
Top Shared Holdings
| Stock | Weight in ESGG | Weight in SCHD | Difference |
|---|---|---|---|
| MRKMerck & Company Inc | 1.29% | 4.04% | 2.75% |
| KOCoca Cola Co. | 0.93% | 4.12% | 3.19% |
| QCOMQualcomm Inc. | 0.43% | 4.61% | 4.18% |
| VZVerizon Communic | 0.37% | 3.88% | 3.51% |
| ABTAbbot Laboratories | 0.39% | 3.74% | 3.35% |
| ACNAccenture Plc | 0.57% | 3.13% | 2.56% |
| SLBSchlumberger Nv. | 0.19% | 1.86% | 1.67% |
| KMBKimberly-Clark Corp. | 0.02% | 0.81% | 0.79% |
| PFGPrincipalfinancialgroupinc. | 0.05% | 0.56% | 0.51% |
26.8% of SCHD is already inside ESGG.
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, ESGG or SCHD?
ESGG has an expense ratio of 0.42% while SCHD charges 0.06%. SCHD is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, ESGG or SCHD?
Over the past year ESGG returned +20.21% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (10 years), ESGG annualized +13.55% vs +10.94% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ESGG or SCHD?
ESGG has been the more volatile fund at 18.1% annualized versus 15.3% for SCHD. Worst drawdown: ESGG -32.3% vs SCHD -33.4%.
Should I hold both ESGG and SCHD?
ESGG and SCHD have a monthly-return correlation of 0.70, 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 ESGG and SCHD?
At least 26.8% of SCHD's money is in holdings ESGG also owns. Our book for ESGG is partial, so the real figure is this or higher. They hold 9 positions in common, counted across the 686 positions we hold weights for in ESGG and 98 in SCHD.
Which pays a higher dividend, ESGG or SCHD?
ESGG yields 1.26% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than ESGG?
SCHD has a lower expense ratio. ESGG led over 3Y, 5Y and the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.