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CGIC vs SCHD

Capital Group International Core Equity ETF vs Schwab U.S. Dividend Equity ETF

CGIC

Capital Group International Core Equity ETF

Annual cost

0.54%

Fund size

$1.8B

SCHD

Schwab U.S. Dividend Equity ETF

Annual cost

0.06%

Fund size

$94.9B

Key differences

Both CGIC and SCHD are equity ETFs. CGIC charges 0.54% a year and SCHD 0.06%. The main difference: CGIC follows a active selection strategy; SCHD uses index tracking.

  • CGIC follows a active selection strategy; SCHD uses index tracking.
  • SCHD costs 0.48% less per year.
  • SCHD is much larger than CGIC. Larger funds are usually more liquid and less likely to close.
  • SCHD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGICSCHD
Annual cost (TER)0.54%0.06%
Fund size (AUM)$1.8B$94.9B
Since20242011
Dividend yield1.32%3.25%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+25.7%+27.6%
CAGR 3YN/A+15.9%
CAGR 5YN/A+8.5%
Sharpe 3YN/A0.92
Volatility 1Y15.49%10.98%
Max drawdown-13.10%-33.37%

Similar to CGIC and SCHD