GSKH vs SCHD
GSK plc ADRhedged vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | GSKH | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.06% | |
| AUM | $715,382.28 | $108.7B | |
| Dividend Yield | 2.90% | 3.13% | |
| Holdings | 2 | 104 | |
| YTD Return | +6.61% | +28.70% | |
| 1Y Return | +31.53% | +32.27% | |
| 3Y Return (annualized) | - | +17.27% | |
| 5Y Return (annualized) | - | +10.23% | |
| Volatility (annualized) | 21.3% | 13.7% | |
| Max Drawdown | -18.5% | -33.4% | |
| Fund Family | ADRH | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jan 15, 2025 | Oct 20, 2011 |
GSKH vs SCHD Performance
GSK plc ADRhedged (GSKH) is a ETF from ADRH and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year GSKH returned +31.53% while SCHD returned +32.27%. Year to date, GSKH is up 6.61% versus a gain of 28.70% for SCHD.
Risk: Volatility and Drawdowns
GSKH has been the more volatile fund, with annualized monthly volatility of 21.3% 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 -18.5% for GSKH 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 0.09. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
GSKH charges 0.19% per year while SCHD charges 0.06%. On a $10,000 position that is $19 vs $6 annually, a gap of $13 per year that compounds over a long holding period. On income, GSKH currently yields 2.90% against 3.13% for SCHD.
Holdings Overlap
GSKH and SCHD share 0 holdings out of 102 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, GSKH or SCHD?
GSKH has an expense ratio of 0.19% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $13 per year of difference.
Which performed better, GSKH or SCHD?
Over the past year GSKH returned +31.53% vs +32.27% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), GSKH annualized +27.39% vs +11.63% for SCHD. Past performance does not guarantee future results.
Which is riskier, GSKH or SCHD?
GSKH has been the more volatile fund at 21.3% annualized versus 13.7% for SCHD. Worst drawdown: GSKH -18.5% vs SCHD -33.4%.
Should I hold both GSKH and SCHD?
GSKH and SCHD have a monthly-return correlation of 0.09, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GSKH and SCHD?
GSKH and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, GSKH or SCHD?
GSKH yields 2.90% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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