GSC vs SCDV
Goldman Sachs Small Cap Equity ETF vs Bahl & Gaynor Small Cap Dividend ETF
Which is better, GSC or SCDV?
GSC has been ahead.
SCDV has a lower expense ratio. GSC led over 1Y and the full window. GSC is less concentrated, with 16.3% of the fund in its ten largest positions against 48.0%.
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 | GSC | SCDV |
|---|---|---|
| Expense Ratio | 0.75% | 0.70%Best |
| AUM | $286M | $148M |
| Dividend Yield | 0.22% | 0.43% |
| Holdings | 197 | 40 |
| YTD Return | +10.48%Best | +6.54% |
| 1Y Return | +14.01%Best | +3.53% |
| 3Y Return (annualized) | +14.86% | - |
| Volatility (annualized) | 18.0% | 14.5%Best |
| Max Drawdown | -24.7% | -22.8%Best |
| $10,000 over 1.8 years | $11,115Best | $10,403 |
| Top 10 Weight | 16.3%Best | 48.0% |
| Fund Family | Goldman Sachs Asset Management | Bahl & Gaynor |
| Category | Equity | Equity |
| Style | Small Cap Blend | Small Cap Blend |
| Inception | Oct 3, 2023 | Dec 11, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 12, 2024 to Oct 14, 2026 (1.8 years).
GSC vs SCDV 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 covers the 1.8 years both funds cover.
GSC vs SCDV Performance
Goldman Sachs Small Cap Equity ETF (GSC) is an ETF from Goldman Sachs Asset Management and Bahl & Gaynor Small Cap Dividend ETF (SCDV) is an ETF from Bahl & Gaynor. Over the past year GSC returned +14.01% while SCDV returned +3.53%. Year to date, GSC is up 10.48% versus a gain of 6.54% for SCDV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GSC has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 14.5% for SCDV. 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 -24.7% for GSC and -22.8% for SCDV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
GSC charges 0.75% per year while SCDV charges 0.70%. On a $10,000 position that is $75 vs $70 annually, a gap of $5 per year that compounds over a long holding period. On income, GSC currently yields 0.22% against 0.43% for SCDV.
Holdings Overlap
2.4% of GSC's money is in holdings SCDV also owns. 2.4% of SCDV's money is in holdings GSC also owns.
GSC and SCDV share little of their money.
2 positions in common, counted across the 98 positions we hold weights for in GSC and 36 in SCDV, against full books of 197 and 40.
What only one of them owns
Our book lists 33 positions for SCDV that do not appear in our book for GSC (93.8% of the fund), and 89 for GSC that do not appear in SCDV (91.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of GSC and SCDV 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, GSC or SCDV?
GSC has an expense ratio of 0.75% while SCDV charges 0.70%. SCDV is the cheaper option, by $5 a year on a $10,000 investment.
Which performed better, GSC or SCDV?
Over the past year GSC returned +14.01% vs +3.53% for SCDV, so GSC leads on 1-year performance. Over the longest common window we track (2 years), GSC annualized +6.05% vs +2.22% for SCDV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GSC or SCDV?
GSC has been the more volatile fund at 18.0% annualized versus 14.5% for SCDV. Worst drawdown: GSC -24.7% vs SCDV -22.8%.
Should I hold both GSC and SCDV?
GSC and SCDV have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between GSC and SCDV?
2.4% of GSC's money is in holdings SCDV also owns. 2.4% of SCDV's is in holdings GSC also owns. They hold 2 positions in common, counted across the 98 positions we hold weights for in GSC and 36 in SCDV.
Which pays a higher dividend, GSC or SCDV?
GSC yields 0.22% while SCDV yields 0.43%, so SCDV currently pays the higher dividend yield.
Is SCDV better than GSC?
SCDV has a lower expense ratio. GSC led over 1Y and the full window. GSC is less concentrated, with 16.3% of the fund in its ten largest positions against 48.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.