GAUD vs SCHD

GAUD vs SCHD

Which is better, GAUD or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. GAUD is less concentrated, with 38.1% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDLess Concentrated: GAUD

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

MetricGAUDSCHD
Expense Ratio0.35%0.06%Best
AUM$244,376.99$112.1B
Dividend Yield0.61%3.00%
Holdings31103
Top 10 Weight38.1%Best41.8%
Fund FamilyGuinness Atkinson FundsCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionDec 22, 2025Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

The two price series end 89 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. GAUD has data through Jun 26, 2026 and SCHD through Sep 23, 2026.

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 3.00% for SCHD.

Holdings Overlap

GAUD already in SCHD41.7%
SCHD already in GAUD28.7%

41.7% of GAUD's money is in holdings SCHD also owns. 28.7% of SCHD's money is in holdings GAUD also owns.

The two portfolios partly overlap.

The two holdings books were reported 153 days apart, GAUD as of Mar 31, 2026 and SCHD as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

13 positions in common, counted across the 31 positions we hold weights for in GAUD and 100 in SCHD, against full books of 31 and 103.

What only one of them owns

Our book lists 86 positions for SCHD that do not appear in our book for GAUD (71.3% of the fund), and 17 for GAUD that do not appear in SCHD (53.5%).

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.

Top Shared Holdings

StockWeight in GAUDWeight in SCHDDifference
KOCoca Cola Co.3.78%4.17%0.39%
PEPPepsico Inc.3.63%3.64%0.01%
PGProcter & Gamble Company3.44%3.83%0.39%
LMTLockheed Martin Corp Sedol 25220964.37%2.78%1.59%
TXNTexas Instrument Inc3.88%3.13%0.75%
ADPAutomatic Data Processing, Inc.2.68%2.79%0.11%
ACNAccenture Plc2.61%2.84%0.23%
QCOMQualcomm Inc.2.57%2.52%0.05%
HSYHershey Co.3.89%0.64%3.25%
PAYXPaychex, Inc.2.78%1.00%1.78%

41.7% of GAUD is already inside SCHD.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

GAUDSCHD

Free for up to 10 holdings. No account needed.

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, by $29 a year on a $10,000 investment.

What is the holdings overlap between GAUD and SCHD?

41.7% of GAUD's money is in holdings SCHD also owns. 28.7% of SCHD's is in holdings GAUD also owns. They hold 13 positions in common, counted across the 31 positions we hold weights for in GAUD and 100 in SCHD.

Which pays a higher dividend, GAUD or SCHD?

GAUD yields 0.61% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than GAUD?

SCHD has a lower expense ratio. GAUD is less concentrated, with 38.1% 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.