GSGO vs SCHD
Goldman Sachs Growth Opportunities ETF vs Schwab US Dividend Equity ETF
Which is better, GSGO or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 49.8%.
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 | GSGO | SCHD |
|---|---|---|
| Expense Ratio | 0.45% | 0.06%Best |
| AUM | $176M | $112.2B |
| Dividend Yield | 0.00% | 3.13% |
| Holdings | 56 | 103 |
| YTD Return | +10.33% | +27.56%Best |
| 1Y Return | - | +30.29% |
| 3Y Return (annualized) | - | +16.37% |
| 5Y Return (annualized) | - | +10.23% |
| Top 10 Weight | 49.8% | 41.5%Best |
| Fund Family | Goldman Sachs Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | May 24, 1999 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
GSGO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
GSGO vs SCHD Performance
Goldman Sachs Growth Opportunities ETF (GSGO) is an ETF from Goldman Sachs Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, GSGO is up 10.33% versus a gain of 27.56% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
GSGO charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, GSGO currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
2.6% of GSGO's money is in holdings SCHD also owns. 8.6% of SCHD's money is in holdings GSGO also owns.
SCHD and GSGO share little of their money.
2 positions in common, counted across the 53 positions we hold weights for in GSGO and 100 in SCHD, against full books of 56 and 103.
What only one of them owns
Our book lists 97 positions for SCHD that do not appear in our book for GSGO (91.3% of the fund), and 48 for GSGO that do not appear in SCHD (90.7%).
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.
You are not choosing between two funds in isolation.
Whichever of GSGO 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, GSGO or SCHD?
GSGO has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option, by $39 a year on a $10,000 investment.
What is the holdings overlap between GSGO and SCHD?
8.6% of SCHD's money is in holdings GSGO also owns. 8.6% of SCHD's is in holdings GSGO also owns. They hold 2 positions in common, counted across the 53 positions we hold weights for in GSGO and 100 in SCHD.
Which pays a higher dividend, GSGO or SCHD?
GSGO yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than GSGO?
SCHD has a lower expense ratio. SCHD led over 1Y. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 49.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.