GUSE vs SCHX
Goldman Sachs Enhanced US Equity ETF vs Schwab US Large-Cap ETF
Which is better, GUSE or SCHX?
GUSE has been ahead.
SCHX has a lower expense ratio. GUSE led over 1Y. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 40.0%.
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 | GUSE | SCHX |
|---|---|---|
| Expense Ratio | 0.30% | 0.03%Best |
| AUM | $365M | $75.3B |
| Dividend Yield | 0.64% | 1.04% |
| Holdings | 121 | 752 |
| YTD Return | +13.52%Best | +13.08% |
| 1Y Return | +17.06%Best | +16.62% |
| 3Y Return (annualized) | - | +22.27% |
| 5Y Return (annualized) | - | +12.56% |
| Top 10 Weight | 40.0% | 36.9%Best |
| Fund Family | Goldman Sachs Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 31, 2008 | Nov 3, 2009 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
GUSE vs SCHX 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.
GUSE vs SCHX Performance
Goldman Sachs Enhanced US Equity ETF (GUSE) is an ETF from Goldman Sachs Asset Management and Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management. Over the past year GUSE returned +17.06% while SCHX returned +16.62%. Year to date, GUSE is up 13.52% versus a gain of 13.08% for SCHX.
Past performance does not guarantee future results.
Fees and Cost Over Time
GUSE charges 0.30% per year while SCHX charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, GUSE currently yields 0.64% against 1.04% for SCHX.
Holdings Overlap
95.4% of GUSE's money is in holdings SCHX also owns. 61.2% of SCHX's money is in holdings GUSE also owns.
Most of GUSE is already inside SCHX. Owning both mostly buys the same companies twice.
111 positions in common, counted across the 122 positions we hold weights for in GUSE and 752 in SCHX, against full books of 121 and 752.
What only one of them owns
Our book lists 618 positions for SCHX that do not appear in our book for GUSE (38.0% of the fund), and 7 for GUSE that do not appear in SCHX (2.1%).
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.
Top Shared Holdings
| Stock | Weight in GUSE | Weight in SCHX | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.85% | 8.02% | 0.83% |
| AAPLApple, Inc | 7.62% | 6.90% | 0.72% |
| MSFTMicrosoft Corp | 5.03% | 5.44% | 0.41% |
| AMZNAmazon.Com Inc | 4.18% | 3.50% | 0.68% |
| GOOGLAlphabet Inc | 3.45% | 2.86% | 0.59% |
| AVGOBroadcom Inc | 2.39% | 2.40% | 0.01% |
| METAMeta Platforms Inc | 2.49% | 2.28% | 0.21% |
| GOOGAlphabet Inc. C | 2.21% | 2.29% | 0.08% |
| MUMicron Technology, Inc. | 2.01% | 1.72% | 0.29% |
| AMDAdvanced Micro Devices Inc | 1.72% | 1.47% | 0.25% |
95.4% of GUSE is already inside SCHX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, GUSE or SCHX?
GUSE has an expense ratio of 0.30% while SCHX charges 0.03%. SCHX is the cheaper option, by $27 a year on a $10,000 investment.
Which performed better, GUSE or SCHX?
Over the past year GUSE returned +17.06% vs +16.62% for SCHX, so GUSE leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between GUSE and SCHX?
95.4% of GUSE's money is in holdings SCHX also owns. 61.2% of SCHX's is in holdings GUSE also owns. They hold 111 positions in common, counted across the 122 positions we hold weights for in GUSE and 752 in SCHX.
Which pays a higher dividend, GUSE or SCHX?
GUSE yields 0.64% while SCHX yields 1.04%, so SCHX currently pays the higher dividend yield.
Is SCHX better than GUSE?
SCHX has a lower expense ratio. GUSE led over 1Y. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 40.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.