GLTR vs SCHD
abrdn Physical Precious Metals Basket Shares ETF vs Schwab US Dividend Equity ETF
Which is better, GLTR or SCHD?
Precious Metals against Large Cap Value.
SCHD has a lower expense ratio. GLTR led over 1Y, 3Y and 5Y, SCHD over the full window.
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 | GLTR | SCHD |
|---|---|---|
| Expense Ratio | 0.60% | 0.06%Best |
| AUM | $2.7B | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 5 | 103 |
| YTD Return | -4.14% | +23.46%Best |
| 1Y Return | +29.81%Best | +27.20% |
| 3Y Return (annualized) | +31.48%Best | +15.41% |
| 5Y Return (annualized) | +18.19%Best | +10.16% |
| Volatility (annualized) | 18.9% | 13.7%Best |
| Max Drawdown | -50.7% | -33.4%Best |
| $10,000 over 5 years | $23,062Best | $16,223 |
| Fund Family | Aberdeen | Charles Schwab Asset Management |
| Category | Commodity | Equity |
| Style | Precious Metals | Large Cap Value |
| Inception | Oct 21, 2010 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 18, 2026 (14.9 years).
GLTR 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 14.9 years both funds cover.
GLTR vs SCHD Performance
abrdn Physical Precious Metals Basket Shares ETF (GLTR) is an ETF from Aberdeen and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year GLTR returned +29.81% while SCHD returned +27.20%. Year to date, GLTR is down 4.14% versus a gain of 23.46% for SCHD.
Over three years, GLTR compounded at +31.48% per year against +15.41% for SCHD; over five years the annualized figures are +18.19% and +10.16% respectively. Across the full 15-year window we track, SCHD has the edge at +11.25% annualized vs +5.38%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GLTR has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 13.7% 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 -50.7% for GLTR and -33.4% 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 0.21. They move largely independently of each other.
Fees and Cost Over Time
GLTR charges 0.60% per year while SCHD charges 0.06%. On a $10,000 position that is $60 vs $6 annually, a gap of $54 per year that compounds over a long holding period. On income, GLTR currently yields 0.00% against 3.00% for SCHD.
You are not choosing between two funds in isolation.
Whichever of GLTR and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, GLTR or SCHD?
GLTR has an expense ratio of 0.60% while SCHD charges 0.06%. SCHD is the cheaper option, by $54 a year on a $10,000 investment.
Which performed better, GLTR or SCHD?
Over the past year GLTR returned +29.81% vs +27.20% for SCHD, so GLTR leads on 1-year performance. Over the longest common window we track (15 years), GLTR annualized +5.38% vs +11.25% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GLTR or SCHD?
GLTR has been the more volatile fund at 18.9% annualized versus 13.7% for SCHD. Worst drawdown: GLTR -50.7% vs SCHD -33.4%.
Should I hold both GLTR and SCHD?
GLTR and SCHD have a monthly-return correlation of 0.21, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, GLTR or SCHD?
GLTR yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than GLTR?
SCHD has a lower expense ratio. GLTR led over 1Y, 3Y and 5Y, SCHD over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.