GSGO vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricGSGOSCHDWinner
Expense Ratio0.45%0.06%
AUM$171M$103.7B
Dividend Yield0.00%3.31%
Holdings57104
YTD Return+12.13%+23.31%
1Y Return-+30.42%
3Y Return (annualized)-+14.66%
5Y Return (annualized)-+9.59%
Volatility (annualized)-13.6%
Max Drawdown-13.9%-33.4%
Fund FamilyGoldman Sachs Asset ManagementCharles Schwab Asset Management
CategoryEquityEquity
InceptionMay 24, 1999Oct 20, 2011

GSGO vs SCHD Performance

Goldman Sachs Growth Opportunities ETF (GSGO) 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, GSGO is up 12.13% versus a gain of 23.31% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -13.9% for GSGO 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

GSGO 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, GSGO currently yields 0.00% against 3.31% for SCHD.

Holdings Overlap

2.7%overlap

GSGO and SCHD share 2 holdings out of 153 unique holdings combined, representing a 2.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GSGOWeight in SCHDDifference
MRK1.29%4.32%3.03%
HD1.44%4.16%2.72%

Frequently Asked Questions

Which is cheaper, GSGO or SCHD?

GSGO 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 GSGO and SCHD?

GSGO and SCHD share 2 common holdings with a 2.7% weight overlap. Combined, they hold 153 unique securities.

Which pays a higher dividend, GSGO or SCHD?

GSGO yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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