GDT vs SCHD
WisdomTree Efficient TIPS Plus Gold Fund ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | GDT | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.06% | |
| AUM | $10M | $103.7B | |
| Dividend Yield | 2.75% | 3.31% | |
| Holdings | 21 | 104 | |
| YTD Return | -12.99% | +25.33% | |
| 1Y Return | - | +32.31% | |
| 3Y Return (annualized) | - | +15.40% | |
| 5Y Return (annualized) | - | +9.70% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -26.5% | -33.4% | |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jan 22, 2026 | Oct 20, 2011 |
GDT vs SCHD Performance
WisdomTree Efficient TIPS Plus Gold Fund ETF (GDT) is a ETF from WisdomTree Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, GDT is down 12.99% versus a gain of 25.33% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -26.5% for GDT 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
GDT 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, GDT currently yields 2.75% against 3.31% for SCHD.
Holdings Overlap
GDT and SCHD share 0 holdings out of 116 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, GDT or SCHD?
GDT has an expense ratio of 0.20% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
What is the holdings overlap between GDT and SCHD?
GDT and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 116 unique securities.
Which pays a higher dividend, GDT or SCHD?
GDT yields 2.75% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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