GANZ vs SCHD

GANZ vs SCHD

Which is better, GANZ or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. GANZ is less concentrated, with 38.4% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDLess Concentrated: GANZ

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

MetricGANZSCHD
Expense Ratio0.75%0.06%Best
AUM$893,485.68$119.9B
Dividend Yield0.00%2.96%
Holdings30204
YTD Return-9.90%+29.95%Best
1Y Return-+37.26%
3Y Return (annualized)-+19.10%
5Y Return (annualized)-+9.87%
Top 10 Weight38.4%Best41.8%
Fund FamilyTuttle FundsCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionOct 15, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

GANZ 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

GANZ vs SCHD Performance

Tuttle Capital Thematic ETF (GANZ) is an ETF from Tuttle Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, GANZ is down 9.90% versus a gain of 29.95% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

GANZ charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, GANZ currently yields 0.00% against 2.96% for SCHD.

Holdings Overlap

We hold position weights for 30 holdings in GANZ and 98 in SCHD, totalling 99.3% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 30 positions we hold weights for in GANZ and 98 in SCHD, against full books of 30 and 204.

What only one of them owns

Our book lists 97 positions for SCHD that do not appear in our book for GANZ (99.8% of the fund), and 29 for GANZ that do not appear in SCHD (96.0%).

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 GANZ and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

GANZSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GANZ or SCHD?

GANZ has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.

Which pays a higher dividend, GANZ or SCHD?

GANZ yields 0.00% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.

Is SCHD better than GANZ?

SCHD has a lower expense ratio. GANZ is less concentrated, with 38.4% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.