GMOV vs SCHD
GMO US Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. GMOV offers more diversification with 166 holdings.
Side-by-Side Comparison
| Metric | GMOV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $110M | $108.7B | |
| Dividend Yield | 1.88% | 3.13% | |
| Holdings | 166 | 104 | |
| YTD Return | +18.35% | +27.67% | |
| 1Y Return | +27.07% | +31.26% | |
| 3Y Return (annualized) | - | +16.66% | |
| 5Y Return (annualized) | - | +10.18% | |
| Volatility (annualized) | 12.5% | 13.6% | |
| Max Drawdown | -17.0% | -33.4% | |
| Fund Family | GMO | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 28, 2024 | Oct 20, 2011 |
GMOV vs SCHD Performance
GMO US Value ETF (GMOV) is a ETF from GMO and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year GMOV returned +27.07% while SCHD returned +31.26%. Year to date, GMOV is up 18.35% versus a gain of 27.67% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.5% for GMOV. 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 -17.0% for GMOV 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
GMOV charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, GMOV currently yields 1.88% against 3.13% for SCHD.
Holdings Overlap
GMOV and SCHD share 28 holdings out of 238 unique holdings combined, representing a 24.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GMOV or SCHD?
GMOV has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, GMOV or SCHD?
Over the past year GMOV returned +27.07% vs +31.26% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), GMOV annualized +17.91% vs +11.57% for SCHD. Past performance does not guarantee future results.
Which is riskier, GMOV or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.5% for GMOV. Worst drawdown: GMOV -17.0% vs SCHD -33.4%.
Should I hold both GMOV and SCHD?
GMOV and SCHD have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GMOV and SCHD?
GMOV and SCHD share 28 common holdings with a 24.1% weight overlap. Combined, they hold 238 unique securities.
Which pays a higher dividend, GMOV or SCHD?
GMOV yields 1.88% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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