FGDL vs. SCHD
Compare and contrast key facts about Franklin Responsibly Sourced Gold ETF (FGDL) and Schwab US Dividend Equity ETF (SCHD).
FGDL and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FGDL is a passively managed fund by Franklin that tracks the performance of the LBMA Gold Price PM ($/ozt). It was launched on Jun 30, 2022. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both FGDL and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGDL or SCHD.
Key characteristics
| FGDL | SCHD | |
|---|---|---|
| YTD Return | 25.29% | 11.52% |
| 1Y Return | 35.37% | 16.42% |
| Sharpe Ratio | 2.49 | 1.49 |
| Daily Std Dev | 14.28% | 11.86% |
| Max Drawdown | -11.26% | -33.37% |
| Current Drawdown | 0.00% | -1.38% |
Correlation
The correlation between FGDL and SCHD is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FGDL vs. SCHD - Performance Comparison
In the year-to-date period, FGDL achieves a 25.29% return, which is significantly higher than SCHD's 11.52% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FGDL vs. SCHD - Expense Ratio Comparison
FGDL has a 0.15% expense ratio, which is higher than SCHD's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FGDL vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Responsibly Sourced Gold ETF (FGDL) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FGDL vs. SCHD - Dividend Comparison
FGDL has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.40%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGDL Franklin Responsibly Sourced Gold ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.40% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
FGDL vs. SCHD - Drawdown Comparison
The maximum FGDL drawdown since its inception was -11.26%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FGDL and SCHD. For additional features, visit the drawdowns tool.
Volatility
FGDL vs. SCHD - Volatility Comparison
Franklin Responsibly Sourced Gold ETF (FGDL) has a higher volatility of 3.88% compared to Schwab US Dividend Equity ETF (SCHD) at 3.16%. This indicates that FGDL's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.