GDFN vs SCHD

GDFN vs SCHD

Which is better, GDFN or SCHD?

Mid Cap Growth against Large Cap Value.

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 44.0%.

Lower Fees: SCHDLess Concentrated: 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

MetricGDFNSCHD
Expense Ratio0.68%0.06%Best
AUM$1M$112.1B
Dividend Yield0.00%3.00%
Holdings32103
Top 10 Weight44.0%41.8%Best
Fund FamilyTema Global LimitedCharles Schwab Asset Management
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Value
InceptionSep 25, 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 177 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. GDFN has data through Mar 30, 2026 and SCHD through Sep 23, 2026.

Fees and Cost Over Time

GDFN charges 0.68% per year while SCHD charges 0.06%. On a $10,000 position that is $68 vs $6 annually, a gap of $62 per year that compounds over a long holding period. On income, GDFN currently yields 0.00% against 3.00% for SCHD.

Holdings Overlap

GDFN already in SCHD1.6%
SCHD already in GDFN2.8%

1.6% of GDFN's money is in holdings SCHD also owns. 2.8% of SCHD's money is in holdings GDFN also owns.

SCHD and GDFN share little of their money.

The two holdings books were reported 243 days apart, GDFN as of Dec 31, 2025 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.

1 positions in common, counted across the 31 positions we hold weights for in GDFN and 100 in SCHD, against full books of 32 and 103.

What only one of them owns

Our book lists 98 positions for SCHD that do not appear in our book for GDFN (97.2% of the fund), and 10 for GDFN that do not appear in SCHD (22.0%).

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.

Top Shared Holdings

StockWeight in GDFNWeight in SCHDDifference
LMTLockheed Martin Corp1.62%2.78%1.16%

You are not choosing between two funds in isolation.

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

GDFNSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GDFN or SCHD?

GDFN has an expense ratio of 0.68% while SCHD charges 0.06%. SCHD is the cheaper option, by $62 a year on a $10,000 investment.

What is the holdings overlap between GDFN and SCHD?

2.8% of SCHD's money is in holdings GDFN also owns. 2.8% of SCHD's is in holdings GDFN also owns. They hold 1 positions in common, counted across the 31 positions we hold weights for in GDFN and 100 in SCHD.

Which pays a higher dividend, GDFN or SCHD?

GDFN yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than GDFN?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 44.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.