GDIV vs. SCHX
Compare and contrast key facts about Harbor Dividend Growth Leaders ETF (GDIV) and Schwab U.S. Large-Cap ETF (SCHX).
GDIV and SCHX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GDIV is an actively managed fund by Harbor. It was launched on Jul 26, 2013. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Performance
GDIV vs. SCHX - Performance Comparison
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GDIV vs. SCHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
GDIV Harbor Dividend Growth Leaders ETF | 1.38% | 10.81% | 14.83% | 16.45% | -1.53% |
SCHX Schwab U.S. Large-Cap ETF | -3.70% | 17.46% | 24.88% | 26.84% | -2.73% |
Returns By Period
In the year-to-date period, GDIV achieves a 1.38% return, which is significantly higher than SCHX's -3.70% return.
GDIV
- 1D
- 1.42%
- 1M
- -5.19%
- YTD
- 1.38%
- 6M
- 5.18%
- 1Y
- 16.98%
- 3Y*
- 13.79%
- 5Y*
- —
- 10Y*
- —
SCHX
- 1D
- 0.78%
- 1M
- -4.31%
- YTD
- -3.70%
- 6M
- -1.70%
- 1Y
- 17.91%
- 3Y*
- 18.55%
- 5Y*
- 11.30%
- 10Y*
- 14.02%
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GDIV vs. SCHX - Expense Ratio Comparison
GDIV has a 0.50% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Return for Risk
GDIV vs. SCHX — Risk / Return Rank
GDIV
SCHX
GDIV vs. SCHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Dividend Growth Leaders ETF (GDIV) and Schwab U.S. Large-Cap ETF (SCHX). 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.
| GDIV | SCHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.98 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.50 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.51 | -0.07 |
Martin ratioReturn relative to average drawdown | 6.14 | 7.02 | -0.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GDIV | SCHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.98 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.66 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.80 | -0.10 |
Correlation
The correlation between GDIV and SCHX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GDIV vs. SCHX - Dividend Comparison
GDIV's dividend yield for the trailing twelve months is around 1.24%, more than SCHX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GDIV Harbor Dividend Growth Leaders ETF | 1.24% | 1.19% | 1.30% | 2.27% | 5.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 1.16% | 1.09% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.02% | 1.70% | 1.92% | 2.04% |
Drawdowns
GDIV vs. SCHX - Drawdown Comparison
The maximum GDIV drawdown since its inception was -18.93%, smaller than the maximum SCHX drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for GDIV and SCHX.
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Drawdown Indicators
| GDIV | SCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.93% | -34.33% | +15.40% |
Max Drawdown (1Y)Largest decline over 1 year | -12.18% | -12.19% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.41% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.33% | — |
Current DrawdownCurrent decline from peak | -6.54% | -5.67% | -0.87% |
Average DrawdownAverage peak-to-trough decline | -3.26% | -4.00% | +0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 2.62% | +0.25% |
Volatility
GDIV vs. SCHX - Volatility Comparison
The current volatility for Harbor Dividend Growth Leaders ETF (GDIV) is 5.04%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 5.36%. This indicates that GDIV experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GDIV | SCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | 5.36% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 9.28% | 9.67% | -0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.21% | 18.33% | -1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.41% | 17.13% | -1.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.41% | 18.13% | -2.72% |