GVUS vs SCHD
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF vs Schwab US Dividend Equity ETF
Which is better, GVUS or SCHD?
Each has led over a different period.
SCHD has a lower expense ratio. GVUS led over the full window, SCHD over 1Y. GVUS is less concentrated, with 28.6% of the fund in its ten largest positions against 41.8%.
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 | GVUS | SCHD |
|---|---|---|
| Expense Ratio | 0.12% | 0.06%Best |
| AUM | $417M | $112.1B |
| Dividend Yield | 1.46% | 3.00% |
| Holdings | 864 | 103 |
| YTD Return | +21.46% | +25.07%Best |
| 1Y Return | +27.46% | +27.61%Best |
| 3Y Return (annualized) | - | +15.74% |
| 5Y Return (annualized) | - | +9.89% |
| Volatility (annualized) | 11.6%Best | 12.9% |
| Max Drawdown | -16.3% | -16.1%Best |
| $10,000 over 2.8 years | $17,029Best | $15,707 |
| Top 10 Weight | 28.6%Best | 41.8% |
| Fund Family | Goldman Sachs Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Nov 28, 2023 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 30, 2023 to Sep 11, 2026 (2.8 years).
GVUS 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 covers the 2.8 years both funds cover.
GVUS vs SCHD Performance
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) is an ETF from Goldman Sachs Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year GVUS returned +27.46% while SCHD returned +27.61%. Year to date, GVUS is up 21.46% versus a gain of 25.07% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 11.6% for GVUS. 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 -16.3% for GVUS and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
GVUS charges 0.12% per year while SCHD charges 0.06%. On a $10,000 position that is $12 vs $6 annually, a gap of $6 per year that compounds over a long holding period. On income, GVUS currently yields 1.46% against 3.00% for SCHD.
Holdings Overlap
11.0% of GVUS's money is in holdings SCHD also owns. 87.7% of SCHD's money is in holdings GVUS also owns.
Most of SCHD is already inside GVUS. Owning both mostly buys the same companies twice.
54 positions in common, counted across the 751 positions we hold weights for in GVUS and 100 in SCHD, against full books of 864 and 103.
What only one of them owns
Our book lists 45 positions for SCHD that do not appear in our book for GVUS (12.2% of the fund), and 628 for GVUS that do not appear in SCHD (85.2%).
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.
Top Shared Holdings
| Stock | Weight in GVUS | Weight in SCHD | Difference |
|---|---|---|---|
| MRKMerck & Co. Inc. | 0.88% | 4.77% | 3.89% |
| ABTAbbott Laboratories | 0.51% | 4.69% | 4.18% |
| CVXChevron Corp. | 0.97% | 4.02% | 3.05% |
| KOCoca Cola Co. | 0.79% | 4.17% | 3.38% |
| AMGNAmgen Inc. | 0.18% | 4.70% | 4.52% |
| UNHUnitedhealth Group Inc. | 0.97% | 3.82% | 2.85% |
| PGProcter & Gamble Company | 0.88% | 3.83% | 2.95% |
| VZVerizon Communications, Inc. | 0.53% | 3.97% | 3.44% |
| COPConocophillips Co | 0.40% | 3.94% | 3.54% |
| HDHome Depot Inc/The | 0.23% | 3.88% | 3.65% |
87.7% of SCHD is already inside GVUS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, GVUS or SCHD?
GVUS has an expense ratio of 0.12% while SCHD charges 0.06%. SCHD is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, GVUS or SCHD?
Over the past year GVUS returned +27.46% vs +27.61% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GVUS or SCHD?
SCHD has been the more volatile fund at 12.9% annualized versus 11.6% for GVUS. Worst drawdown: GVUS -16.3% vs SCHD -16.1%.
Should I hold both GVUS and SCHD?
GVUS and SCHD have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between GVUS and SCHD?
87.7% of SCHD's money is in holdings GVUS also owns. 87.7% of SCHD's is in holdings GVUS also owns. They hold 54 positions in common, counted across the 751 positions we hold weights for in GVUS and 100 in SCHD.
Which pays a higher dividend, GVUS or SCHD?
GVUS yields 1.46% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than GVUS?
SCHD has a lower expense ratio. GVUS led over the full window, SCHD over 1Y. GVUS is less concentrated, with 28.6% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.