GHMS vs SCHD
Goose Hollow Multi-Strategy Income ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | GHMS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.42% | 0.06% | |
| AUM | $17M | $103.7B | |
| Dividend Yield | 5.03% | 3.31% | |
| Holdings | 29 | 104 | |
| YTD Return | +3.61% | +24.26% | |
| 1Y Return | +3.37% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 4.7% | 13.6% | |
| Max Drawdown | -6.6% | -33.4% | |
| Fund Family | Goose Hollow Capital Management LLC | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Nov 14, 2023 | Oct 20, 2011 |
GHMS vs SCHD Performance
Goose Hollow Multi-Strategy Income ETF (GHMS) is a ETF from Goose Hollow Capital Management LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year GHMS returned +3.37% while SCHD returned +31.38%. Year to date, GHMS is up 3.61% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 4.7% for GHMS. 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 -6.6% for GHMS 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 0.21. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
GHMS charges 1.42% per year while SCHD charges 0.06%. On a $10,000 position that is $142 vs $6 annually, a gap of $136 per year that compounds over a long holding period. On income, GHMS currently yields 5.03% against 3.31% for SCHD.
Frequently Asked Questions
Which is cheaper, GHMS or SCHD?
GHMS has an expense ratio of 1.42% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $136 per year of difference.
Which performed better, GHMS or SCHD?
Over the past year GHMS returned +3.37% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), GHMS annualized +2.48% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, GHMS or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 4.7% for GHMS. Worst drawdown: GHMS -6.6% vs SCHD -33.4%.
Should I hold both GHMS and SCHD?
GHMS and SCHD have a monthly-return correlation of 0.21, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, GHMS or SCHD?
GHMS yields 5.03% while SCHD yields 3.31%, so GHMS currently pays the higher dividend yield.
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