GAUD vs SCHD

GAUD vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricGAUDSCHDWinner
Expense Ratio0.35%0.06%
AUM$244,376.99$108.7B
Dividend Yield0.61%3.13%
Holdings31104
YTD Return-0.78%+26.50%
1Y Return-+31.25%
3Y Return (annualized)-+16.34%
5Y Return (annualized)-+10.10%
Volatility (annualized)-13.6%
Max Drawdown-9.2%-33.4%
Fund FamilyGuinness Atkinson FundsCharles Schwab Asset Management
CategoryEquityEquity
InceptionDec 22, 2025Oct 20, 2011

GAUD vs SCHD Performance

Guinness Atkinson US Dividend Builder ETF (GAUD) is a ETF from Guinness Atkinson Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, GAUD is down 0.78% versus a gain of 26.50% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -9.2% for GAUD and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

GAUD charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, GAUD currently yields 0.61% against 3.13% for SCHD.

Holdings Overlap

28.1%overlap

GAUD and SCHD share 13 holdings out of 118 unique holdings combined, representing a 28.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GAUDWeight in SCHDDifference
KO3.78%4.20%0.42%
TXN3.88%3.53%0.35%
PG3.44%3.96%0.52%
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Frequently Asked Questions

Which is cheaper, GAUD or SCHD?

GAUD has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.

What is the holdings overlap between GAUD and SCHD?

GAUD and SCHD share 13 common holdings with a 28.1% weight overlap. Combined, they hold 118 unique securities.

Which pays a higher dividend, GAUD or SCHD?

GAUD yields 0.61% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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