GUSE vs SCHD

Quick Verdict

SCHD has a lower expense ratio. GUSE offers more diversification with 121 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: GUSE

Side-by-Side Comparison

MetricGUSESCHDWinner
Expense Ratio0.30%0.06%
AUM$355M$103.7B
Dividend Yield0.66%3.31%
Holdings122104
YTD Return+14.35%+24.26%
1Y Return-+31.38%
3Y Return (annualized)-+15.08%
5Y Return (annualized)-+9.72%
Volatility (annualized)-13.6%
Max Drawdown-8.5%-33.4%
Fund FamilyGoldman Sachs Asset ManagementCharles Schwab Asset Management
CategoryEquityEquity
InceptionJan 31, 2008Oct 20, 2011

GUSE vs SCHD Performance

Goldman Sachs Enhanced US Equity ETF (GUSE) 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, GUSE is up 14.35% versus a gain of 24.26% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -8.5% for GUSE 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

GUSE charges 0.30% per year while SCHD charges 0.06%. On a $10,000 position that is $30 vs $6 annually, a gap of $24 per year that compounds over a long holding period. On income, GUSE currently yields 0.66% against 3.31% for SCHD.

Holdings Overlap

4.8%overlap

GUSE and SCHD share 7 holdings out of 214 unique holdings combined, representing a 4.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GUSEWeight in SCHDDifference
KO1.69%4.08%2.39%
UNH0.94%4.54%3.60%
COP1.12%3.70%2.58%
PGProProPro
BXProProPro
ARESProProPro
AFGProProPro
See all 7 holdings GUSE shares with SCHD
Exact weights in each fund and the difference, for every overlapping position.
Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime.

Frequently Asked Questions

Which is cheaper, GUSE or SCHD?

GUSE has an expense ratio of 0.30% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $24 per year of difference.

What is the holdings overlap between GUSE and SCHD?

GUSE and SCHD share 7 common holdings with a 4.8% weight overlap. Combined, they hold 214 unique securities.

Which pays a higher dividend, GUSE or SCHD?

GUSE yields 0.66% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →