RSSL vs SCHD
Global X Russell 2000 ETF vs Schwab US Dividend Equity ETF
Which is better, RSSL or SCHD?
Small Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
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 | RSSL | SCHD |
|---|---|---|
| Expense Ratio | 0.08% | 0.06%Best |
| AUM | $1.4B | $111.6B |
| Dividend Yield | 1.29% | 3.24% |
| Holdings | 1,981 | 206 |
| YTD Return | +9.62% | +24.55%Best |
| 1Y Return | +10.21% | +29.85%Best |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Volatility (annualized) | 18.4% | 13.8%Best |
| Max Drawdown | -28.2% | -16.1%Best |
| $10,000 over 2.4 years | $13,575 | $14,270Best |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Value |
| Inception | Jun 4, 2024 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Jun 5, 2024 to Oct 14, 2026 (2.4 years).
RSSL 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 2.4 years both funds cover.
RSSL vs SCHD Performance
Global X Russell 2000 ETF (RSSL) 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 RSSL returned +10.21% while SCHD returned +29.85%. Year to date, RSSL is up 9.62% versus a gain of 24.55% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSSL has been the more volatile fund, with annualized monthly volatility of 18.4% compared with 13.8% 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 -28.2% for RSSL and -16.1% 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 0.55. They move together some of the time, and apart the rest.
Fees and Cost Over Time
RSSL charges 0.08% per year while SCHD charges 0.06%. On a $10,000 position that is $8 vs $6 annually, a gap of $2 per year that compounds over a long holding period. On income, RSSL currently yields 1.29% against 3.24% for SCHD.
Holdings Overlap
At least 1.0% of SCHD's money is in holdings RSSL also owns.
Stated as a floor: for RSSL, our book for it covers 90.4% 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 RSSL share little of their money.
22 positions in common, counted across the 1,560 positions we hold weights for in RSSL and 98 in SCHD, against full books of 1,981 and 206.
Top Shared Holdings
| Stock | Weight in RSSL | Weight in SCHD | Difference |
|---|---|---|---|
| MURMurphy Oil Corp | 0.17% | 0.13% | 0.04% |
| MCMoelis & Co_None_0 | 0.16% | 0.11% | 0.05% |
| CVBFCvb Financial Corp. | 0.12% | 0.10% | 0.02% |
| KFYKorn Ferry | 0.13% | 0.09% | 0.04% |
| APAMArtisan Partners Asset Management, Inc. | 0.08% | 0.06% | 0.02% |
| BANRBanner Corp_None_0 | 0.08% | 0.06% | 0.02% |
| LANCLancaster Colony Corp | 0.07% | 0.05% | 0.02% |
| GABCGerman American Bancorp Inc Common Stock | 0.06% | 0.05% | 0.01% |
| STBAS&T Bancorp Inc | 0.06% | 0.05% | 0.01% |
| NSPInsperity Inc | 0.06% | 0.04% | 0.02% |
You are not choosing between two funds in isolation.
Whichever of RSSL 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, RSSL or SCHD?
RSSL has an expense ratio of 0.08% while SCHD charges 0.06%. SCHD is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, RSSL or SCHD?
Over the past year RSSL returned +10.21% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), RSSL annualized +13.58% vs +15.97% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RSSL or SCHD?
RSSL has been the more volatile fund at 18.4% annualized versus 13.8% for SCHD. Worst drawdown: RSSL -28.2% vs SCHD -16.1%.
Should I hold both RSSL and SCHD?
RSSL and SCHD have a monthly-return correlation of 0.55, 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 RSSL and SCHD?
At least 1.0% of SCHD's money is in holdings RSSL also owns. Our book for RSSL is partial, so the real figure is this or higher. They hold 22 positions in common, counted across the 1,560 positions we hold weights for in RSSL and 98 in SCHD.
Which pays a higher dividend, RSSL or SCHD?
RSSL yields 1.29% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than RSSL?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.