GTOH vs SCHD
Invesco Short Duration High Yield ETF vs Schwab US Dividend Equity ETF
Which is better, GTOH or SCHD?
High Yield Bond against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y.
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 | GTOH | SCHD |
|---|---|---|
| Expense Ratio | 0.48% | 0.06%Best |
| AUM | $13M | $112.1B |
| Dividend Yield | 5.62% | 3.00% |
| Holdings | 186 | 103 |
| YTD Return | -1.99% | +24.59%Best |
| 1Y Return | - | +28.14% |
| 3Y Return (annualized) | - | +15.58% |
| 5Y Return (annualized) | - | +9.90% |
| Fund Family | Invesco (US) | Charles Schwab Asset Management |
| Category | Fixed Income | Equity |
| Style | High Yield Bond | Large Cap Value |
| Inception | Dec 9, 2022 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
GTOH 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.
GTOH vs SCHD Performance
Invesco Short Duration High Yield ETF (GTOH) is an ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, GTOH is down 1.99% versus a gain of 24.59% for SCHD.
Past performance does not guarantee future results.
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 5.62% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 130 holdings in GTOH and 100 in SCHD, totalling 73.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 130 positions we hold weights for in GTOH and 100 in SCHD, against full books of 186 and 103.
You are not choosing between two funds in isolation.
Whichever of GTOH 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, GTOH or SCHD?
GTOH has an expense ratio of 0.48% while SCHD charges 0.06%. SCHD is the cheaper option, by $42 a year on a $10,000 investment.
Which pays a higher dividend, GTOH or SCHD?
GTOH yields 5.62% while SCHD yields 3.00%, so GTOH currently pays the higher dividend yield.
Is SCHD better than GTOH?
SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.