GDFN vs SCHD
Tema International Defense Innovation ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | GDFN | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.68% | 0.06% | |
| AUM | $1M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 32 | 104 | |
| YTD Return | -2.64% | +26.50% | |
| 1Y Return | - | +31.25% | |
| 3Y Return (annualized) | - | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -21.4% | -33.4% | |
| Fund Family | Tema Global Limited | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 25, 2025 | Oct 20, 2011 |
GDFN vs SCHD Performance
Tema International Defense Innovation ETF (GDFN) is a ETF from Tema Global Limited and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, GDFN is down 2.64% versus a gain of 26.50% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -21.4% for GDFN 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
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 3.13% for SCHD.
Holdings Overlap
GDFN and SCHD share 1 holdings out of 130 unique holdings combined, representing a 1.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in GDFN | Weight in SCHD | Difference |
|---|---|---|---|
| LMT | 1.62% | 2.99% | 1.37% |
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. On a $10,000 investment, that is $62 per year of difference.
What is the holdings overlap between GDFN and SCHD?
GDFN and SCHD share 1 common holdings with a 1.6% weight overlap. Combined, they hold 130 unique securities.
Which pays a higher dividend, GDFN or SCHD?
GDFN yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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