GK vs. SCHB

Last updated Jun 4, 2026

GK (AdvisorShares Gerber Kawasaki ETF) and SCHB (Schwab U.S. Broad Market ETF) are both exchange-traded funds - GK is a Large Cap Growth Equities fund actively managed by AdvisorShares, while SCHB is a Large Cap Blend Equities fund tracking the Dow Jones U.S. Broad Stock Market Index. GK is actively managed, while SCHB is passively managed. Over the past 3 years, GK returned 20.83%/yr vs 22.11%/yr for SCHB. Their correlation of 0.90 suggests significant overlap in exposure. GK charges 0.75%/yr vs 0.03%/yr for SCHB.

Performance

GK vs. SCHB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AdvisorShares Gerber Kawasaki ETF (GK) and Schwab U.S. Broad Market ETF (SCHB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, GK achieves a 17.29% return, which is significantly higher than SCHB's 11.28% return.

GK

• 1D: -0.42%
• 1M: 9.38%
• YTD: 17.29%
• 6M: 16.22%
• 1Y: 34.45%
• 3Y*: 20.83%
• 5Y*: —
• 10Y*: —

SCHB

• 1D: -0.72%
• 1M: 5.01%
• YTD: 11.28%
• 6M: 11.12%
• 1Y: 28.12%
• 3Y*: 22.11%
• 5Y*: 12.76%
• 10Y*: 15.04%

*Multi-year figures are annualized to reflect compound growth (CAGR)

GK vs. SCHB - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
GK AdvisorShares Gerber Kawasaki ETF	17.29%	17.78%	20.10%	21.19%	-42.76%	4.95%
SCHB Schwab U.S. Broad Market ETF	11.28%	16.94%	23.93%	26.16%	-19.46%	7.96%

Correlation

The correlation between GK and SCHB is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.86
Correlation (3Y) Calculated over the trailing 3-year period	0.90
Correlation (All Time) Calculated using the full available price history since Jul 6, 2021	0.90

The correlation between GK and SCHB has been stable across timeframes, ranging from 0.86 to 0.90 - a consistent structural relationship.

GK vs. SCHB - Sectors Allocation Comparison

Sectors	GK	SCHB
Technology	38.9%	34.4%
Communication Services	16.6%	10.1%
Industrials	16.3%	9.4%
Healthcare	7.6%	8.9%
Financial Services	6.1%	12.2%
Utilities	4.5%	2.3%
Consumer Cyclical	3.0%	10.1%
Consumer Defensive	2.4%	4.6%
Basic Materials	-	2.0%
Energy	-	3.7%
Real Estate	-	2.4%

Return for Risk

GK vs. SCHB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GK

GK Risk / Return Rank: 54
GK Sharpe Ratio Rank: 59
GK Sortino Ratio Rank: 57
GK Omega Ratio Rank: 57
GK Calmar Ratio Rank: 46
GK Martin Ratio Rank: 52

SCHB

SCHB Risk / Return Rank: 68
SCHB Sharpe Ratio Rank: 69
SCHB Sortino Ratio Rank: 68
SCHB Omega Ratio Rank: 68
SCHB Calmar Ratio Rank: 62
SCHB Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GK vs. SCHB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Gerber Kawasaki ETF (GK) and Schwab U.S. Broad Market ETF (SCHB). 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.

	GK	SCHB	Difference
Sharpe ratio: Return per unit of total volatility	2.00	2.33	-0.33
Sortino ratio: Return per unit of downside risk	2.75	3.19	-0.44
Omega ratio: Gain probability vs. loss probability	1.35	1.42	-0.07
Calmar ratio: Return relative to maximum drawdown	2.29	3.17	-0.88
Martin ratio: Return relative to average drawdown	8.76	14.55	-5.79
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

GK vs. SCHB - Sharpe Ratio Comparison

The current GK Sharpe Ratio is 2.00, which is comparable to the SCHB Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of GK and SCHB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	GK	SCHB	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.00	2.33	-0.33
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.74	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.82	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.16	0.83	-0.67

Drawdowns

GK vs. SCHB - Drawdown Comparison

The maximum GK drawdown since its inception was -47.72%, which is greater than SCHB's maximum drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for GK and SCHB.

Drawdown Indicators

	GK	SCHB	Difference
Max Drawdown Largest peak-to-trough decline	-47.72%	-35.27%	-12.45%
Max Drawdown (1Y) Largest decline over 1 year	-15.13%	-8.91%	-6.22%
Max Drawdown (3Y) Largest decline over 3 years	-23.62%	-19.34%	-4.28%
Max Drawdown (5Y) Largest decline over 5 years	—	-25.41%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.27%	—
Current Drawdown Current decline from peak	-0.42%	-0.72%	+0.30%
Average Drawdown Average peak-to-trough decline	-24.00%	-4.12%	-19.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.94%	1.94%	+2.00%

Volatility

GK vs. SCHB - Volatility Comparison

AdvisorShares Gerber Kawasaki ETF (GK) has a higher volatility of 5.76% compared to Schwab U.S. Broad Market ETF (SCHB) at 3.01%. This indicates that GK's price experiences larger fluctuations and is considered to be riskier than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	GK	SCHB	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.76%	3.01%	+2.75%
Volatility (6M) Calculated over the trailing 6-month period	13.64%	9.14%	+4.50%
Volatility (1Y) Calculated over the trailing 1-year period	17.30%	12.12%	+5.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.93%	17.24%	+6.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.93%	18.32%	+5.61%

GK vs. SCHB - Expense Ratio Comparison

GK has a 0.75% expense ratio, which is higher than SCHB's 0.03% expense ratio.

Dividends

GK vs. SCHB - Dividend Comparison

GK's dividend yield for the trailing twelve months is around 0.07%, less than SCHB's 1.02% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
GK AdvisorShares Gerber Kawasaki ETF	0.07%	0.08%	0.00%	0.13%	1.30%	0.04%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SCHB Schwab U.S. Broad Market ETF	1.02%	1.11%	1.24%	1.40%	1.61%	1.21%	1.63%	1.80%	2.00%	1.65%	1.86%	2.00%

Frequently Asked Questions

Can I hold both GK and SCHB in my portfolio?

GK and SCHB have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, GK or SCHB?

GK has higher volatility (5.76%) compared to SCHB (3.01%). In terms of maximum drawdown, GK dropped -47.72% vs SCHB's -35.27%.

Which ETF is better, GK or SCHB?

On 3-year performance, SCHB leads with 22.11% vs 20.83% for GK. On fees, SCHB is cheaper at 0.03% per year. On volatility, SCHB has been the lower-risk option at 3.01%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, GK or SCHB?

Over the 3-year period, SCHB has performed better with a 22.11% return vs 20.83%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, GK or SCHB?

SCHB is cheaper with a 0.03% expense ratio, compared with 0.75% for GK.

Which ETF pays a higher dividend yield, GK or SCHB?

SCHB has the higher dividend yield at 1.02%, compared with 0.07% for GK.

What is the main difference between GK and SCHB?

GK is categorized as Large Cap Growth Equities, while SCHB is Large Cap Blend Equities. They also come from different issuers: AdvisorShares and Charles Schwab. Their fees differ too: 0.75% for GK and 0.03% for SCHB.

Which has better risk-adjusted returns?

SCHB currently has the higher Sharpe Ratio (2.33 vs 2.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.