SCHD vs TYLG
Schwab US Dividend Equity ETF vs Global X Information Technology Covered Call & Growth ETF
Which is better, SCHD or TYLG?
Large Cap Value against Option Writing.
SCHD has a lower expense ratio. TYLG led over 1Y, 3Y and the full window. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 85.0%.
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 | SCHD | TYLG |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.60% |
| AUM | $111.6B | $17M |
| Dividend Yield | 3.24% | 8.51% |
| Holdings | 206 | 154 |
| YTD Return | +24.55% | +26.80%Best |
| 1Y Return | +29.85% | +31.79%Best |
| 3Y Return (annualized) | +16.64% | +24.70%Best |
| 5Y Return (annualized) | +9.54% | - |
| Volatility (annualized) | 13.5%Best | 15.7% |
| Max Drawdown | -16.1%Best | -24.5% |
| $10,000 over 3.9 years | $14,944 | $24,257Best |
| Top 10 Weight | 41.6%Best | 85.0% |
| Fund Family | Charles Schwab Asset Management | Global X by mirae Asset |
| Category | Equity | Alternative |
| Style | Large Cap Value | Option Writing |
| Inception | Oct 20, 2011 | Nov 21, 2022 |
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Nov 22, 2022 to Oct 14, 2026 (3.9 years).
SCHD vs TYLG 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 3.9 years both funds cover.
SCHD vs TYLG Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Global X Information Technology Covered Call & Growth ETF (TYLG) is an ETF from Global X by mirae Asset. Over the past year SCHD returned +29.85% while TYLG returned +31.79%. Year to date, SCHD is up 24.55% versus a gain of 26.80% for TYLG.
Over three years, SCHD compounded at +16.64% per year against +24.70% for TYLG. Across the full 4-year window we track, TYLG has the edge at +25.51% annualized vs +10.85%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TYLG has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 13.5% 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 -16.1% for SCHD and -24.5% for TYLG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.16. They move largely independently of each other.
Fees and Cost Over Time
SCHD charges 0.06% per year while TYLG charges 0.60%. On a $10,000 position that is $6 vs $60 annually, a gap of $54 per year that compounds over a long holding period. On income, SCHD currently yields 3.24% against 8.51% for TYLG.
Holdings Overlap
12.6% of SCHD's money is in holdings TYLG also owns. 1.6% of TYLG's money is in holdings SCHD also owns.
SCHD and TYLG share little of their money.
3 positions in common, counted across the 98 positions we hold weights for in SCHD and 75 in TYLG, against full books of 206 and 154.
What only one of them owns
Our book lists 72 positions for TYLG that do not appear in our book for SCHD (101.7% of the fund), and 94 for SCHD that do not appear in TYLG (87.1%).
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 SCHD and TYLG 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, SCHD or TYLG?
SCHD has an expense ratio of 0.06% while TYLG charges 0.60%. SCHD is the cheaper option, by $54 a year on a $10,000 investment.
Which performed better, SCHD or TYLG?
Over the past year SCHD returned +29.85% vs +31.79% for TYLG, so TYLG leads on 1-year performance. Over the longest common window we track (4 years), SCHD annualized +10.85% vs +25.51% for TYLG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or TYLG?
TYLG has been the more volatile fund at 15.7% annualized versus 13.5% for SCHD. Worst drawdown: SCHD -16.1% vs TYLG -24.5%.
Should I hold both SCHD and TYLG?
SCHD and TYLG have a monthly-return correlation of 0.16, 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 SCHD and TYLG?
12.6% of SCHD's money is in holdings TYLG also owns. 1.6% of TYLG's is in holdings SCHD also owns. They hold 3 positions in common, counted across the 98 positions we hold weights for in SCHD and 75 in TYLG.
Which pays a higher dividend, SCHD or TYLG?
SCHD yields 3.24% while TYLG yields 8.51%, so TYLG currently pays the higher dividend yield.
Is TYLG better than SCHD?
SCHD has a lower expense ratio. TYLG led over 1Y, 3Y and the full window. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 85.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.