GVLE vs SCHD
Goldman Sachs Value Opportunities ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | GVLE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.06% | |
| AUM | $42M | $103.7B | |
| Dividend Yield | 1.01% | 3.31% | |
| Holdings | 34 | 104 | |
| YTD Return | +21.18% | +25.58% | |
| 1Y Return | - | +31.06% | |
| 3Y Return (annualized) | - | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -7.9% | -33.4% | |
| Fund Family | Goldman Sachs Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 31, 2015 | Oct 20, 2011 |
GVLE vs SCHD Performance
Goldman Sachs Value Opportunities ETF (GVLE) is a ETF from Goldman Sachs Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, GVLE is up 21.18% versus a gain of 25.58% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.9% for GVLE 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
GVLE 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, GVLE currently yields 1.01% against 3.31% for SCHD.
Holdings Overlap
GVLE and SCHD share 3 holdings out of 128 unique holdings combined, representing a 11.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GVLE or SCHD?
GVLE has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
What is the holdings overlap between GVLE and SCHD?
GVLE and SCHD share 3 common holdings with a 11.3% weight overlap. Combined, they hold 128 unique securities.
Which pays a higher dividend, GVLE or SCHD?
GVLE yields 1.01% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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