GVUS vs SCHD
GVUS vs SCHD
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. GVUS delivered stronger 1-year returns. GVUS offers more diversification with 753 holdings.
Side-by-Side Comparison
| Metric | GVUS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.06% | |
| AUM | $413M | $103.7B | |
| Dividend Yield | 1.55% | 3.31% | |
| Holdings | 856 | 104 | |
| YTD Return | +19.58% | +22.69% | |
| 1Y Return | +31.06% | +30.94% | |
| 3Y Return (annualized) | - | +14.20% | |
| 5Y Return (annualized) | - | +9.59% | |
| Volatility (annualized) | 11.9% | 13.7% | |
| Max Drawdown | -16.3% | -33.4% | |
| Fund Family | Goldman Sachs Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Nov 28, 2023 | Oct 20, 2011 |
GVUS vs SCHD Performance
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) 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 GVUS returned +31.06% while SCHD returned +30.94%. Year to date, GVUS is up 19.58% versus a gain of 22.69% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 11.9% 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 -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 0.82. 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 1.55% against 3.31% for SCHD.
Holdings Overlap
GVUS and SCHD share 54 holdings out of 799 unique holdings combined, representing a 11.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in GVUS | Weight in SCHD | Difference |
|---|---|---|---|
| UNH | 1.06% | 4.54% | 3.48% |
| MRK | 0.89% | 4.32% | 3.43% |
| PG | 0.97% | 4.15% | 3.18% |
| ABT | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
See all 10 holdings GVUS 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, GVUS or SCHD?
GVUS has an expense ratio of 0.12% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
Which performed better, GVUS or SCHD?
Over the past year GVUS returned +31.06% vs +30.94% for SCHD, so GVUS leads on 1-year performance. Over the longest common window we track (3 years), GVUS annualized +21.22% vs +11.31% for SCHD. Past performance does not guarantee future results.
Which is riskier, GVUS or SCHD?
SCHD has been the more volatile fund at 13.7% annualized versus 11.9% for GVUS. Worst drawdown: GVUS -16.3% vs SCHD -33.4%.
Should I hold both GVUS and SCHD?
GVUS and SCHD have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GVUS and SCHD?
GVUS and SCHD share 54 common holdings with a 11.2% weight overlap. Combined, they hold 799 unique securities.
Which pays a higher dividend, GVUS or SCHD?
GVUS yields 1.55% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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