GOP vs SCHD
Subversive Congressional Republicans Trading ETF vs Schwab US Dividend Equity ETF
Which is better, GOP or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. GOP led over 3Y and the full window, SCHD over 1Y. GOP is less concentrated, with 35.5% of the fund in its ten largest positions against 41.8%.
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 | GOP | SCHD |
|---|---|---|
| Expense Ratio | 0.73% | 0.06%Best |
| AUM | $92M | $112.1B |
| Dividend Yield | 0.56% | 3.00% |
| Holdings | 141 | 103 |
| YTD Return | +22.04%Best | +21.73% |
| 1Y Return | +25.48% | +26.35%Best |
| 3Y Return (annualized) | +23.08%Best | +16.02% |
| 5Y Return (annualized) | - | +9.26% |
| Volatility (annualized) | 13.2%Best | 13.5% |
| Max Drawdown | -20.7% | -16.1%Best |
| $10,000 over 3.6 years | $18,024Best | $14,579 |
| Top 10 Weight | 35.5%Best | 41.8% |
| Fund Family | Subversive Capital | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Feb 7, 2023 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Feb 7, 2023 to Sep 25, 2026 (3.6 years).
GOP 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 3.6 years both funds cover.
GOP vs SCHD Performance
Subversive Congressional Republicans Trading ETF (GOP) is an ETF from Subversive Capital and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year GOP returned +25.48% while SCHD returned +26.35%. Year to date, GOP is up 22.04% versus a gain of 21.73% for SCHD.
Over three years, GOP compounded at +23.08% per year against +16.02% for SCHD. Across the full 4-year window we track, GOP has the edge at +17.78% annualized vs +11.04%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 13.2% for GOP. 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 -20.7% for GOP 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 0.63. They move together some of the time, and apart the rest.
Fees and Cost Over Time
GOP charges 0.73% per year while SCHD charges 0.06%. On a $10,000 position that is $73 vs $6 annually, a gap of $67 per year that compounds over a long holding period. On income, GOP currently yields 0.56% against 3.00% for SCHD.
Holdings Overlap
7.8% of GOP's money is in holdings SCHD also owns. 34.9% of SCHD's money is in holdings GOP also owns.
The two portfolios partly overlap.
12 positions in common, counted across the 136 positions we hold weights for in GOP and 100 in SCHD, against full books of 141 and 103.
What only one of them owns
Our book lists 87 positions for SCHD that do not appear in our book for GOP (65.0% of the fund), and 117 for GOP that do not appear in SCHD (86.5%).
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 GOP | Weight in SCHD | Difference |
|---|---|---|---|
| CVXChevron Corp | 1.78% | 4.02% | 2.24% |
| COPConocophillips Common Stock USD 0.01 | 1.69% | 3.94% | 2.25% |
| AMGNAmgen Inc. | 0.16% | 4.70% | 4.54% |
| HDHome Depot Inc/The | 0.51% | 3.88% | 3.37% |
| TXNTexas Instrument Inc | 1.25% | 3.13% | 1.88% |
| KOCoca Cola Co. | 0.20% | 4.17% | 3.97% |
| ACNAccenture Plc | 0.89% | 2.84% | 1.95% |
| LMTLockheed Martin Corp | 0.51% | 2.78% | 2.27% |
| QCOMQualcomm Inc. | 0.17% | 2.52% | 2.35% |
| OKEOneok Inc. | 0.22% | 1.47% | 1.25% |
34.9% of SCHD is already inside GOP.
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, GOP or SCHD?
GOP has an expense ratio of 0.73% while SCHD charges 0.06%. SCHD is the cheaper option, by $67 a year on a $10,000 investment.
Which performed better, GOP or SCHD?
Over the past year GOP returned +25.48% vs +26.35% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), GOP annualized +17.78% vs +11.04% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GOP or SCHD?
SCHD has been the more volatile fund at 13.5% annualized versus 13.2% for GOP. Worst drawdown: GOP -20.7% vs SCHD -16.1%.
Should I hold both GOP and SCHD?
GOP and SCHD have a monthly-return correlation of 0.63, 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 GOP and SCHD?
34.9% of SCHD's money is in holdings GOP also owns. 34.9% of SCHD's is in holdings GOP also owns. They hold 12 positions in common, counted across the 136 positions we hold weights for in GOP and 100 in SCHD.
Which pays a higher dividend, GOP or SCHD?
GOP yields 0.56% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than GOP?
SCHD has a lower expense ratio. GOP led over 3Y and the full window, SCHD over 1Y. GOP is less concentrated, with 35.5% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.