GFLW vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: Tied

Side-by-Side Comparison

MetricGFLWSCHDWinner
Expense Ratio0.39%0.06%
AUM$880M$103.7B
Dividend Yield0.01%3.31%
Holdings102104
YTD Return+18.04%+24.08%
1Y Return+24.12%+31.88%
3Y Return (annualized)-+14.92%
5Y Return (annualized)-+9.85%
Volatility (annualized)19.3%13.6%
Max Drawdown-24.1%-33.4%
Fund FamilyVictory Capital Management Inc.Charles Schwab Asset Management
CategoryEquityEquity
InceptionDec 3, 2024Oct 20, 2011

GFLW vs SCHD Performance

VictoryShares Free Cash Flow Growth ETF (GFLW) is a ETF from Victory Capital Management Inc. and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year GFLW returned +24.12% while SCHD returned +31.88%. Year to date, GFLW is up 18.04% versus a gain of 24.08% for SCHD.

Risk: Volatility and Drawdowns

GFLW has been the more volatile fund, with annualized monthly volatility of 19.3% compared with 13.6% for SCHD. 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 -24.1% for GFLW 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 -0.13. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GFLW charges 0.39% per year while SCHD charges 0.06%. On a $10,000 position that is $39 vs $6 annually, a gap of $33 per year that compounds over a long holding period. On income, GFLW currently yields 0.01% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

GFLW and SCHD share 0 holdings out of 200 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, GFLW or SCHD?

GFLW has an expense ratio of 0.39% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $33 per year of difference.

Which performed better, GFLW or SCHD?

Over the past year GFLW returned +24.12% vs +31.88% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), GFLW annualized +18.13% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, GFLW or SCHD?

GFLW has been the more volatile fund at 19.3% annualized versus 13.6% for SCHD. Worst drawdown: GFLW -24.1% vs SCHD -33.4%.

Should I hold both GFLW and SCHD?

GFLW and SCHD have a monthly-return correlation of -0.13, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GFLW and SCHD?

GFLW and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 200 unique securities.

Which pays a higher dividend, GFLW or SCHD?

GFLW yields 0.01% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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