GMMF vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricGMMFSCHDWinner
Expense Ratio0.20%0.06%
AUM$186M$103.7B
Dividend Yield3.86%3.31%
Holdings152104
YTD Return+1.98%+25.58%
1Y Return+3.58%+31.06%
3Y Return (annualized)-+15.55%
5Y Return (annualized)-+9.61%
Volatility (annualized)0.6%13.6%
Max Drawdown-0.3%-33.4%
Fund FamilyiShares by BlackRock (US)Charles Schwab Asset Management
CategoryMoney MarketEquity
InceptionFeb 4, 2025Oct 20, 2011

GMMF vs SCHD Performance

iShares Government Money Market ETF (GMMF) is a ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year GMMF returned +3.58% while SCHD returned +31.06%. Year to date, GMMF is up 1.98% versus a gain of 25.58% for SCHD.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 0.6% for GMMF. 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 -0.3% for GMMF 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 -0.20. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GMMF 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, GMMF currently yields 3.86% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

GMMF 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, GMMF or SCHD?

GMMF 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.

Which performed better, GMMF or SCHD?

Over the past year GMMF returned +3.58% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), GMMF annualized +3.78% vs +11.46% for SCHD. Past performance does not guarantee future results.

Which is riskier, GMMF or SCHD?

SCHD has been the more volatile fund at 13.6% annualized versus 0.6% for GMMF. Worst drawdown: GMMF -0.3% vs SCHD -33.4%.

Should I hold both GMMF and SCHD?

GMMF and SCHD have a monthly-return correlation of -0.20, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GMMF and SCHD?

GMMF and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 116 unique securities.

Which pays a higher dividend, GMMF or SCHD?

GMMF yields 3.86% while SCHD yields 3.31%, so GMMF currently pays the higher dividend yield.

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