GLDW vs SCHD
Roundhill Gold WeeklyPay ETF vs Schwab US Dividend Equity ETF
Which is better, GLDW or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | GLDW | SCHD |
|---|---|---|
| Expense Ratio | 0.99% | 0.06%Best |
| AUM | $18M | $111.6B |
| Dividend Yield | 32.63% | 3.24% |
| Holdings | 8 | 206 |
| YTD Return | -21.90% | +24.55%Best |
| 1Y Return | -15.53% | +29.85%Best |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Volatility (annualized) | 32.9% | 14.6%Best |
| Fund Family | Roundhill Investments | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Oct 30, 2025 | Oct 20, 2011 |
Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.
GLDW vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
GLDW vs SCHD Performance
Roundhill Gold WeeklyPay ETF (GLDW) is an ETF from Roundhill Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year GLDW returned -15.53% while SCHD returned +29.85%. Year to date, GLDW is down 21.90% versus a gain of 24.55% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GLDW has been the more volatile fund, with annualized monthly volatility of 32.9% compared with 14.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
GLDW charges 0.99% per year while SCHD charges 0.06%. On a $10,000 position that is $99 vs $6 annually, a gap of $93 per year that compounds over a long holding period. On income, GLDW currently yields 32.63% against 3.24% for SCHD.
Holdings Overlap
We hold position weights for 2 holdings in GLDW and 98 in SCHD, totalling 136.2% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in GLDW and 98 in SCHD, against full books of 8 and 206.
You are not choosing between two funds in isolation.
Whichever of GLDW and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, GLDW or SCHD?
GLDW has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option, by $93 a year on a $10,000 investment.
Which performed better, GLDW or SCHD?
Over the past year GLDW returned -15.53% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GLDW or SCHD?
GLDW has been the more volatile fund at 32.9% annualized versus 14.6% for SCHD.
Should I hold both GLDW and SCHD?
GLDW and SCHD have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, GLDW or SCHD?
GLDW yields 32.63% while SCHD yields 3.24%, so GLDW currently pays the higher dividend yield.
Is SCHD better than GLDW?
SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.