GOF vs. SCHD
Compare and contrast key facts about Guggenheim Strategic Opportunities Fund (GOF) and Schwab US Dividend Equity ETF (SCHD).
GOF is an actively managed fund by Guggenheim. It was launched on Jul 26, 2007. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GOF or SCHD.
Correlation
The correlation between GOF and SCHD is 0.31, 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
GOF vs. SCHD - Performance Comparison
Key characteristics
GOF:
1.32
SCHD:
0.27
GOF:
1.61
SCHD:
0.48
GOF:
1.32
SCHD:
1.07
GOF:
1.46
SCHD:
0.27
GOF:
8.16
SCHD:
1.05
GOF:
2.42%
SCHD:
4.09%
GOF:
15.04%
SCHD:
15.83%
GOF:
-54.67%
SCHD:
-33.37%
GOF:
-8.74%
SCHD:
-12.33%
Returns By Period
In the year-to-date period, GOF achieves a -1.50% return, which is significantly higher than SCHD's -6.12% return. Over the past 10 years, GOF has underperformed SCHD with an annualized return of 8.45%, while SCHD has yielded a comparatively higher 10.27% annualized return.
GOF
-1.50%
-7.93%
-2.88%
17.73%
12.82%
8.45%
SCHD
-6.12%
-8.49%
-10.14%
4.46%
12.75%
10.27%
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GOF vs. SCHD - Expense Ratio Comparison
GOF has a 1.62% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
GOF vs. SCHD — Risk-Adjusted Performance Rank
GOF
SCHD
GOF vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim Strategic Opportunities Fund (GOF) 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
GOF vs. SCHD - Dividend Comparison
GOF's dividend yield for the trailing twelve months is around 15.24%, more than SCHD's 4.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOF Guggenheim Strategic Opportunities Fund | 15.24% | 14.31% | 17.06% | 14.35% | 11.92% | 11.26% | 12.07% | 11.95% | 10.12% | 11.12% | 12.98% | 10.45% |
SCHD Schwab US Dividend Equity ETF | 4.09% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
GOF vs. SCHD - Drawdown Comparison
The maximum GOF drawdown since its inception was -54.67%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for GOF and SCHD. For additional features, visit the drawdowns tool.
Volatility
GOF vs. SCHD - Volatility Comparison
Guggenheim Strategic Opportunities Fund (GOF) has a higher volatility of 12.35% compared to Schwab US Dividend Equity ETF (SCHD) at 11.02%. This indicates that GOF'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.