GDE vs SCHD
WisdomTree Efficient Gold Plus Equity Strategy Fund vs Schwab US Dividend Equity ETF
Which is better, GDE or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. GDE led over 3Y and the full window, SCHD over 1Y.
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
| Metric | GDE | SCHD |
|---|---|---|
| Expense Ratio | 0.20% | 0.06%Best |
| AUM | $470M | $112.1B |
| Dividend Yield | 3.92% | 3.00% |
| Holdings | 506 | 103 |
| YTD Return | +7.31% | +24.23%Best |
| 1Y Return | +27.56% | +27.90%Best |
| 3Y Return (annualized) | +44.78%Best | +15.55% |
| 5Y Return (annualized) | - | +9.97% |
| Volatility (annualized) | 22.5% | 15.1%Best |
| Max Drawdown | -32.0% | -16.1%Best |
| $10,000 over 4.5 years | $29,369Best | $15,212 |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Mar 17, 2022 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: Mar 17, 2022 to Sep 17, 2026 (4.5 years).
GDE 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 covers the 4.5 years both funds cover.
GDE vs SCHD Performance
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is an ETF from WisdomTree Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year GDE returned +27.56% while SCHD returned +27.90%. Year to date, GDE is up 7.31% versus a gain of 24.23% for SCHD.
Over three years, GDE compounded at +44.78% per year against +15.55% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GDE has been the more volatile fund, with annualized monthly volatility of 22.5% compared with 15.1% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -32.0% for GDE and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.59. They move together some of the time, and apart the rest.
Fees and Cost Over Time
GDE charges 0.20% per year while SCHD charges 0.06%. On a $10,000 position that is $20 vs $6 annually, a gap of $14 per year that compounds over a long holding period. On income, GDE currently yields 3.92% against 3.00% for SCHD.
Holdings Overlap
At least 91.5% of SCHD's money is in holdings GDE also owns.
Stated as a floor: for GDE, our book for it covers 87.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of SCHD is already inside GDE. Owning both mostly buys the same companies twice.
43 positions in common, counted across the 496 positions we hold weights for in GDE and 100 in SCHD, against full books of 506 and 103.
Top Shared Holdings
| Stock | Weight in GDE | Weight in SCHD | Difference |
|---|---|---|---|
| MRKMerck & Company Inc | 0.50% | 4.77% | 4.27% |
| AMGNAmgen Inc. | 0.31% | 4.70% | 4.39% |
| ABTAbbott Laboratories | 0.26% | 4.69% | 4.43% |
| KOCoca Cola Co. | 0.50% | 4.17% | 3.67% |
| CVXChevron Corp | 0.60% | 4.02% | 3.42% |
| PGProcter & Gamble Company | 0.48% | 3.83% | 3.35% |
| UNHUnitedhealth Group Incorporated | 0.47% | 3.82% | 3.35% |
| HDHome Depot Inc/The | 0.41% | 3.88% | 3.47% |
| VZVerizon Communic | 0.28% | 3.97% | 3.69% |
| COPConocophillips Common Stock USD 0.01 | 0.24% | 3.94% | 3.70% |
91.5% of SCHD is already inside GDE.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, GDE or SCHD?
GDE has an expense ratio of 0.20% while SCHD charges 0.06%. SCHD is the cheaper option, by $14 a year on a $10,000 investment.
Which performed better, GDE or SCHD?
Over the past year GDE returned +27.56% vs +27.90% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GDE or SCHD?
GDE has been the more volatile fund at 22.5% annualized versus 15.1% for SCHD. Worst drawdown: GDE -32.0% vs SCHD -16.1%.
Should I hold both GDE and SCHD?
GDE and SCHD have a monthly-return correlation of 0.59, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between GDE and SCHD?
At least 91.5% of SCHD's money is in holdings GDE also owns. Our book for GDE is partial, so the real figure is this or higher. They hold 43 positions in common, counted across the 496 positions we hold weights for in GDE and 100 in SCHD.
Which pays a higher dividend, GDE or SCHD?
GDE yields 3.92% while SCHD yields 3.00%, so GDE currently pays the higher dividend yield.
Is SCHD better than GDE?
SCHD has a lower expense ratio. GDE led over 3Y and the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.