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by klos ✦

GLD vs SCHD

SPDR® Gold Shares vs Schwab U.S. Dividend Equity ETF

Buy GLD if…

  • You prefer higher liquidity and trading volume
  • You prioritize historical performance
  • You want stronger recent performance
  • You value a longer track record

Buy SCHD if…

  • You want lower costs (0.06% vs 0.40%)
  • You want higher dividend income (+3.79%)
Type
ETF
ETF
Issuer
State Street
Schwab ETFs
Holdings
1
97
Index
Dow Jones U.S. Large-Cap Growth
AUM
$141B
$71B
Inception
2004
2011

Key Metrics

Expense Ratio
0.40%
0.06%
Dividend Yield
0.00%
+3.79%
Daily Liquidity
14.26M
17.65M
Risk (β)
0.46
0.79

Cost Calculator

$
%
GLD Fees
$0
SCHD Fees
$0

Annualized Returns

YTD
+57.79%
+3.40%
1 Year
+59.07%
-3.04%
3 Years
+32.29%
+5.13%
5 Years
+17.70%
+8.91%
10 Years
+14.42%
+11.30%

Top 10 Holdings

-
Merck & Company Inc
4.97%
-
Amgen Inc
4.86%
-
Cisco Systems Inc
4.50%
-
AbbVie Inc
4.30%
-
The Coca-Cola Company
4.23%
-
Bristol-Myers Squibb Company
4.03%
-
PepsiCo Inc
3.98%
-
Chevron Corp
3.78%
-
Lockheed Martin Corporation
3.75%
-
Verizon Communications Inc
3.74%

Related Comparisons

Compare GLD to:

Compare SCHD to:

GLD

The Trust holds gold bars and from time to time, issues Baskets in exchange for deposits of gold and distributes gold in connection with redemptions of Baskets. The investment objective of the Trust is for the Shares to reflect the performance of the price of gold bullion, less the Trust"s expenses. The Sponsor believes that, for many investors, the Shares represent a cost-effective investment in gold.

SCHD

To pursue its goal, the fund generally invests in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The fund will invest at least 90% of its net assets in these stocks.

Sector Breakdown

GLD SCHD