GCPB vs SCHD

GCPB vs SCHD

Which is better, GCPB or SCHD?

SCHD has been ahead.

SCHD has a lower expense ratio. SCHD led over 1Y.

Lower Fees: SCHDHigher Returns (1Y): SCHD

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

MetricGCPBSCHD
Expense Ratio0.40%0.06%Best
AUM$152M$112.1B
Dividend Yield-3.00%
Holdings124103
YTD Return-1.05%+25.84%Best
1Y Return-+30.18%
3Y Return (annualized)-+16.08%
5Y Return (annualized)-+9.97%
Fund FamilyGoldman Sachs Asset ManagementCharles Schwab Asset Management
CategoryFixed IncomeEquity
Style-Large Cap Value
InceptionNov 30, 2006Oct 20, 2011

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

GCPB 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.

GCPB vs SCHD Performance

Goldman Sachs Core Plus Bond ETF (GCPB) is an ETF from Goldman Sachs Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, GCPB is down 1.05% versus a gain of 25.84% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

GCPB charges 0.40% per year while SCHD charges 0.06%. On a $10,000 position that is $40 vs $6 annually, a gap of $34 per year that compounds over a long holding period.

Holdings Overlap

We hold position weights for 124 holdings in GCPB and 100 in SCHD, totalling 43.5% and 100.0% 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 124 positions we hold weights for in GCPB and 100 in SCHD, against full books of 124 and 103.

You are not choosing between two funds in isolation.

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

GCPBSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GCPB or SCHD?

GCPB has an expense ratio of 0.40% while SCHD charges 0.06%. SCHD is the cheaper option, by $34 a year on a $10,000 investment.

Is SCHD better than GCPB?

SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.