GDMN vs SCHD
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. GDMN delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | GDMN | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.06% | |
| AUM | $140M | $103.7B | |
| Dividend Yield | 3.47% | 3.31% | |
| Holdings | 63 | 104 | |
| YTD Return | -2.13% | +25.33% | |
| 1Y Return | +69.37% | +32.31% | |
| 3Y Return (annualized) | +67.62% | +15.40% | |
| 5Y Return (annualized) | - | +9.70% | |
| Volatility (annualized) | 47.9% | 13.6% | |
| Max Drawdown | -52.8% | -33.4% | |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management | |
| Category | Commodity | Equity | |
| Inception | Dec 14, 2021 | Oct 20, 2011 |
GDMN vs SCHD Performance
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund ETF (GDMN) is a ETF from WisdomTree Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year GDMN returned +69.37% while SCHD returned +32.31%. Year to date, GDMN is down 2.13% versus a gain of 25.33% for SCHD.
Over three years, GDMN compounded at +67.62% per year against +15.40% for SCHD. Across the full 5-year window we track, GDMN has the edge at +36.80% annualized vs +11.45%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GDMN has been the more volatile fund, with annualized monthly volatility of 47.9% compared with 13.6% 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 -52.8% for GDMN and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
GDMN charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, GDMN currently yields 3.47% against 3.31% for SCHD.
Holdings Overlap
GDMN and SCHD share 0 holdings out of 156 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GDMN or SCHD?
GDMN has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, GDMN or SCHD?
Over the past year GDMN returned +69.37% vs +32.31% for SCHD, so GDMN leads on 1-year performance. Over the longest common window we track (5 years), GDMN annualized +36.80% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, GDMN or SCHD?
GDMN has been the more volatile fund at 47.9% annualized versus 13.6% for SCHD. Worst drawdown: GDMN -52.8% vs SCHD -33.4%.
Should I hold both GDMN and SCHD?
GDMN and SCHD have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GDMN and SCHD?
GDMN and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 156 unique securities.
Which pays a higher dividend, GDMN or SCHD?
GDMN yields 3.47% while SCHD yields 3.31%, so GDMN currently pays the higher dividend yield.
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