GEW vs SCHD
Cambria Global EW ETF vs Schwab US Dividend Equity ETF
Which is better, GEW or SCHD?
All Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. GEW is less concentrated, with 17.6% 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 | GEW | SCHD |
|---|---|---|
| Expense Ratio | 0.30% | 0.06%Best |
| AUM | $142M | $111.6B |
| Dividend Yield | 1.59% | 3.24% |
| Holdings | 455 | 206 |
| YTD Return | +8.50% | +24.55%Best |
| 1Y Return | +11.96% | +29.85%Best |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Volatility (annualized) | 10.2%Best | 14.6% |
| Max Drawdown | -8.2% | -6.9%Best |
| $10,000 over 1.1 years | $11,362 | $13,083Best |
| Top 10 Weight | 17.6%Best | 41.6% |
| Fund Family | Cambria Investment Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Value |
| Inception | Sep 25, 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 25, 2025 to Oct 14, 2026 (1.1 years).
GEW 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.
GEW vs SCHD Performance
Cambria Global EW ETF (GEW) is an ETF from Cambria Investment Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year GEW returned +11.96% while SCHD returned +29.85%. Year to date, GEW is up 8.50% 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 10.2% for GEW. 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 -8.2% for GEW 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 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
GEW charges 0.30% per year while SCHD charges 0.06%. On a $10,000 position that is $30 vs $6 annually, a gap of $24 per year that compounds over a long holding period. On income, GEW currently yields 1.59% against 3.24% for SCHD.
Holdings Overlap
3.7% of GEW's money is in holdings SCHD also owns. 80.9% of SCHD's money is in holdings GEW also owns.
Most of SCHD is already inside GEW. Owning both mostly buys the same companies twice.
29 positions in common, counted across the 436 positions we hold weights for in GEW and 98 in SCHD, against full books of 455 and 206.
What only one of them owns
Our book lists 68 positions for SCHD that do not appear in our book for GEW (18.8% of the fund), and 208 for GEW that do not appear in SCHD (59.7%).
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 GEW | Weight in SCHD | Difference |
|---|---|---|---|
| TXNTexas Instrument Inc | 0.23% | 4.89% | 4.66% |
| QCOMQualcomm Inc. | 0.21% | 4.61% | 4.40% |
| CVXChevron Corp | 0.30% | 4.14% | 3.84% |
| KOCoca Cola Co. | 0.23% | 4.12% | 3.89% |
| PGProcter & Gamble Company | 0.16% | 4.16% | 4.00% |
| MRKMerck & Company Inc | 0.25% | 4.04% | 3.79% |
| UNHUnitedhealth Group Incorporated | 0.25% | 3.95% | 3.70% |
| AMGNAmgen Inc. | 0.28% | 3.86% | 3.58% |
| VZVerizon Communic | 0.24% | 3.88% | 3.64% |
| ABTAbbot Laboratories | 0.29% | 3.74% | 3.45% |
80.9% of SCHD is already inside GEW.
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, GEW or SCHD?
GEW has an expense ratio of 0.30% while SCHD charges 0.06%. SCHD is the cheaper option, by $24 a year on a $10,000 investment.
Which performed better, GEW or SCHD?
Over the past year GEW returned +11.96% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), GEW annualized +12.31% vs +27.67% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GEW or SCHD?
SCHD has been the more volatile fund at 14.6% annualized versus 10.2% for GEW. Worst drawdown: GEW -8.2% vs SCHD -6.9%.
Should I hold both GEW and SCHD?
GEW and SCHD have a monthly-return correlation of 0.67, 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 GEW and SCHD?
80.9% of SCHD's money is in holdings GEW also owns. 80.9% of SCHD's is in holdings GEW also owns. They hold 29 positions in common, counted across the 436 positions we hold weights for in GEW and 98 in SCHD.
Which pays a higher dividend, GEW or SCHD?
GEW yields 1.59% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than GEW?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. GEW is less concentrated, with 17.6% 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.