CPTL vs. SCHX

Last updated Jul 23, 2026

CPTL (Global X Morningstar Capital Allocation Leaders ETF) and SCHX (Schwab U.S. Large-Cap ETF) are both Large Cap Blend Equities funds - CPTL tracks the Morningstar US Capital Allocation Leaders Index while SCHX tracks the Dow Jones U.S. Large-Cap Total Stock Market Index. Both are passively managed. CPTL charges 0.35%/yr vs 0.03%/yr for SCHX.

Performance

CPTL vs. SCHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Morningstar Capital Allocation Leaders ETF (CPTL) and Schwab U.S. Large-Cap ETF (SCHX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CPTL

• 1D: -0.24%
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

SCHX

• 1D: -0.14%
• 1M: 0.50%
• 6M: 9.31%
• YTD: 10.00%
• 1Y: 19.52%
• 3Y*: 19.64%
• 5Y*: 12.10%
• 10Y*: 14.91%
• ALL TIME*: 14.54%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CPTL Global X Morningstar Capital Allocation Leaders ETF	$950.92K	$950.92K	$950.92K
SCHX Schwab U.S. Large-Cap ETF	$281.53M	$322.78M	$385.06M

CPTL vs. SCHX - Yearly Performance Comparison

	2026 (YTD)
CPTL Global X Morningstar Capital Allocation Leaders ETF	-0.24%
SCHX Schwab U.S. Large-Cap ETF	-0.14%

Return for Risk

CPTL vs. SCHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CPTL

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SCHX

SCHX Risk / Return Rank: 60
SCHX Sharpe Ratio Rank: 60
SCHX Sortino Ratio Rank: 58
SCHX Omega Ratio Rank: 59
SCHX Calmar Ratio Rank: 56
SCHX Martin Ratio Rank: 69

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CPTL vs. SCHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Morningstar Capital Allocation Leaders ETF (CPTL) and Schwab U.S. Large-Cap ETF (SCHX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	CPTL	SCHX	Difference
Sharpe ratio: Return per unit of total volatility	—	1.54	—
Sortino ratio: Return per unit of downside risk	—	2.15	—
Omega ratio: Gain probability vs. loss probability	—	1.28	—
Calmar ratio: Return relative to maximum drawdown	—	2.17	—
Martin ratio: Return relative to average drawdown	—	9.27	—

Drawdowns

CPTL vs. SCHX - Drawdown Comparison

The maximum CPTL drawdown since its inception was -0.24%, smaller than the maximum SCHX drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for CPTL and SCHX.

Drawdown Indicators

	CPTL	SCHX	Difference
Max Drawdown Largest peak-to-trough decline	-0.24%	-34.33%	+34.09%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.02%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.04%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.41%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-34.33%	—
Current Drawdown Current decline from peak	-0.24%	-1.34%	+1.10%
Average Drawdown Average peak-to-trough decline	-0.24%	-3.95%	+3.71%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.11%	—

Volatility

Volatility by Period

	CPTL	SCHX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.07%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.86%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	12.72%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.21%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.14%	—

CPTL vs. SCHX - Expense Ratio Comparison

CPTL has a 0.35% expense ratio, which is higher than SCHX's 0.03% expense ratio.

Dividends

CPTL vs. SCHX - Dividend Comparison

CPTL has not paid dividends to shareholders, while SCHX's dividend yield for the trailing twelve months is around 1.03%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CPTL Global X Morningstar Capital Allocation Leaders ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SCHX Schwab U.S. Large-Cap ETF	1.03%	1.09%	1.22%	1.39%	1.64%	1.22%	1.64%	1.82%	2.02%	1.70%	1.92%	2.04%

Frequently Asked Questions

Which ETF is better, CPTL or SCHX?

On fees, SCHX is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CPTL or SCHX?

SCHX is cheaper with a 0.03% expense ratio, compared with 0.35% for CPTL.

Which ETF pays a higher dividend yield, CPTL or SCHX?

SCHX has the higher dividend yield at 1.03%, compared with 0.00% for CPTL.

What is the main difference between CPTL and SCHX?

CPTL tracks Morningstar US Capital Allocation Leaders Index, while SCHX tracks Dow Jones U.S. Large-Cap Total Stock Market Index. They also come from different issuers: Global X and Charles Schwab. Their fees differ too: 0.35% for CPTL and 0.03% for SCHX.