GCOR vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. GCOR offers more diversification with 1058 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: GCOR

Side-by-Side Comparison

MetricGCORSCHDWinner
Expense Ratio0.08%0.06%
AUM$790M$103.7B
Dividend Yield4.13%3.31%
Holdings1,741104
YTD Return-0.64%+22.69%
1Y Return+2.67%+30.94%
3Y Return (annualized)+3.64%+14.20%
5Y Return (annualized)-0.78%+9.59%
Volatility (annualized)6.2%13.7%
Max Drawdown-19.1%-33.4%
Fund FamilyGoldman Sachs Asset ManagementCharles Schwab Asset Management
CategoryFixed IncomeEquity
InceptionSep 8, 2020Oct 20, 2011

GCOR vs SCHD Performance

Goldman Sachs Access US Aggregate Bond ETF (GCOR) is a ETF from Goldman Sachs Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year GCOR returned +2.67% while SCHD returned +30.94%. Year to date, GCOR is down 0.64% versus a gain of 22.69% for SCHD.

Over three years, GCOR compounded at +3.64% per year against +14.20% for SCHD; over five years the annualized figures are -0.78% and +9.59% respectively. Across the full 6-year window we track, SCHD has the edge at +11.31% annualized vs -0.72%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 6.2% for GCOR. 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 -19.1% for GCOR 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GCOR charges 0.08% per year while SCHD charges 0.06%. On a $10,000 position that is $8 vs $6 annually, a gap of $2 per year that compounds over a long holding period. On income, GCOR currently yields 4.13% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

GCOR and SCHD share 0 holdings out of 1158 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, GCOR or SCHD?

GCOR has an expense ratio of 0.08% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, GCOR or SCHD?

Over the past year GCOR returned +2.67% vs +30.94% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), GCOR annualized -0.72% vs +11.31% for SCHD. Past performance does not guarantee future results.

Which is riskier, GCOR or SCHD?

SCHD has been the more volatile fund at 13.7% annualized versus 6.2% for GCOR. Worst drawdown: GCOR -19.1% vs SCHD -33.4%.

Should I hold both GCOR and SCHD?

GCOR and SCHD have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GCOR and SCHD?

GCOR and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1158 unique securities.

Which pays a higher dividend, GCOR or SCHD?

GCOR yields 4.13% while SCHD yields 3.31%, so GCOR currently pays the higher dividend yield.

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