GTOH vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. GTOH offers more diversification with 134 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: GTOH

Side-by-Side Comparison

MetricGTOHSCHDWinner
Expense Ratio0.48%0.06%
AUM$13M$103.7B
Dividend Yield5.63%3.31%
Holdings186104
YTD Return-1.27%+25.58%
1Y Return-+31.06%
3Y Return (annualized)-+15.55%
5Y Return (annualized)-+9.61%
Volatility (annualized)-13.6%
Max Drawdown-2.8%-33.4%
Fund FamilyInvesco (US)Charles Schwab Asset Management
CategoryFixed IncomeEquity
InceptionDec 9, 2022Oct 20, 2011

GTOH vs SCHD Performance

Invesco Short Duration High Yield ETF (GTOH) is a ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, GTOH is down 1.27% versus a gain of 25.58% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.8% for GTOH and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

GTOH charges 0.48% per year while SCHD charges 0.06%. On a $10,000 position that is $48 vs $6 annually, a gap of $42 per year that compounds over a long holding period. On income, GTOH currently yields 5.63% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

GTOH and SCHD share 0 holdings out of 234 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, GTOH or SCHD?

GTOH has an expense ratio of 0.48% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

What is the holdings overlap between GTOH and SCHD?

GTOH and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 234 unique securities.

Which pays a higher dividend, GTOH or SCHD?

GTOH yields 5.63% while SCHD yields 3.31%, so GTOH currently pays the higher dividend yield.

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