GGUS vs SCHD
Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF vs Schwab US Dividend Equity ETF
Which is better, GGUS or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. GGUS led over the full window, SCHD over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 49.6%.
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 | GGUS | SCHD |
|---|---|---|
| Expense Ratio | 0.12% | 0.06%Best |
| AUM | $478M | $112.1B |
| Dividend Yield | 0.43% | 3.00% |
| Holdings | 362 | 103 |
| YTD Return | +4.09% | +24.59%Best |
| 1Y Return | +6.97% | +28.14%Best |
| 3Y Return (annualized) | - | +15.58% |
| 5Y Return (annualized) | - | +9.90% |
| Volatility (annualized) | 15.2% | 12.9%Best |
| Max Drawdown | -22.7% | -16.1%Best |
| $10,000 over 2.8 years | $16,712Best | $15,651 |
| Top 10 Weight | 49.6% | 41.8%Best |
| Fund Family | Goldman Sachs Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Nov 28, 2023 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 30, 2023 to Sep 10, 2026 (2.8 years).
GGUS 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 2.8 years both funds cover.
GGUS vs SCHD Performance
Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF (GGUS) is an ETF from Goldman Sachs Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year GGUS returned +6.97% while SCHD returned +28.14%. Year to date, GGUS is up 4.09% versus a gain of 24.59% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GGUS has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 12.9% 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 -22.7% for GGUS 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 0.13. They move largely independently of each other.
Fees and Cost Over Time
GGUS charges 0.12% per year while SCHD charges 0.06%. On a $10,000 position that is $12 vs $6 annually, a gap of $6 per year that compounds over a long holding period. On income, GGUS currently yields 0.43% against 3.00% for SCHD.
Holdings Overlap
3.7% of GGUS's money is in holdings SCHD also owns. 32.3% of SCHD's money is in holdings GGUS also owns.
The two portfolios partly overlap.
15 positions in common, counted across the 360 positions we hold weights for in GGUS and 100 in SCHD, against full books of 362 and 103.
What only one of them owns
Our book lists 84 positions for SCHD that do not appear in our book for GGUS (67.7% of the fund), and 297 for GGUS that do not appear in SCHD (95.0%).
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
| Stock | Weight in GGUS | Weight in SCHD | Difference |
|---|---|---|---|
| AMGNAmgen Inc. | 0.60% | 4.70% | 4.10% |
| HDHome Depot Inc/The | 0.84% | 3.88% | 3.04% |
| KOCoca Cola Co. | 0.14% | 4.17% | 4.03% |
| TXNTexas Instruments, Inc | 0.82% | 3.13% | 2.31% |
| PEPPepsico Inc. | 0.08% | 3.64% | 3.56% |
| LMTLockheed Martin Corp | 0.39% | 2.78% | 2.39% |
| ADPAutomatic Data Processing, Inc. | 0.15% | 2.79% | 2.64% |
| BXBlackstone Group Inc/the Common Stock | 0.29% | 2.59% | 2.30% |
| FASTFastenal Co. | 0.16% | 1.38% | 1.22% |
| KMBKimberly-Clark Corp. | 0.04% | 0.87% | 0.83% |
32.3% of SCHD is already inside GGUS.
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, GGUS or SCHD?
GGUS has an expense ratio of 0.12% while SCHD charges 0.06%. SCHD is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, GGUS or SCHD?
Over the past year GGUS returned +6.97% vs +28.14% 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, GGUS or SCHD?
GGUS has been the more volatile fund at 15.2% annualized versus 12.9% for SCHD. Worst drawdown: GGUS -22.7% vs SCHD -16.1%.
Should I hold both GGUS and SCHD?
GGUS and SCHD have a monthly-return correlation of 0.13, 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 GGUS and SCHD?
32.3% of SCHD's money is in holdings GGUS also owns. 32.3% of SCHD's is in holdings GGUS also owns. They hold 15 positions in common, counted across the 360 positions we hold weights for in GGUS and 100 in SCHD.
Which pays a higher dividend, GGUS or SCHD?
GGUS yields 0.43% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than GGUS?
SCHD has a lower expense ratio. GGUS led over the full window, SCHD over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 49.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.