GOFIX vs. SCHD

In the year-to-date period, GOFIX achieves a -7.43% return, which is significantly lower than SCHD's -3.27% return. Over the past 10 years, GOFIX has underperformed SCHD with an annualized return of 4.69%, while SCHD has yielded a comparatively higher 10.57% annualized return.

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GOFIX has a 0.72% expense ratio, which is higher than SCHD's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for GMO Resources Fund (GOFIX) 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.

The current GOFIX Sharpe Ratio is -0.85, which is lower than the SCHD Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of GOFIX and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GOFIX's dividend yield for the trailing twelve months is around 3.68%, less than SCHD's 3.97% yield.

The maximum GOFIX drawdown since its inception was -56.22%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for GOFIX and SCHD.

GMO Resources Fund (GOFIX) has a higher volatility of 8.37% compared to Schwab US Dividend Equity ETF (SCHD) at 4.91%. This indicates that GOFIX'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.