GSIMX vs. SCHF
Compare and contrast key facts about Goldman Sachs GQG Partners International Opportunities Fund (GSIMX) and Schwab International Equity ETF (SCHF).
GSIMX is managed by Goldman Sachs. It was launched on Dec 15, 2016. SCHF is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Developed ex U.S. Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSIMX or SCHF.
Correlation
The correlation between GSIMX and SCHF is 0.85, 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.
Performance
GSIMX vs. SCHF - Performance Comparison
Key characteristics
GSIMX:
-0.02
SCHF:
0.94
GSIMX:
0.07
SCHF:
1.35
GSIMX:
1.01
SCHF:
1.17
GSIMX:
-0.02
SCHF:
1.24
GSIMX:
-0.04
SCHF:
2.90
GSIMX:
6.94%
SCHF:
4.13%
GSIMX:
14.37%
SCHF:
12.78%
GSIMX:
-28.84%
SCHF:
-34.64%
GSIMX:
-10.49%
SCHF:
-1.60%
Returns By Period
In the year-to-date period, GSIMX achieves a 6.95% return, which is significantly lower than SCHF's 8.11% return.
GSIMX
6.95%
4.29%
-8.85%
0.96%
8.04%
N/A
SCHF
8.11%
4.38%
2.36%
11.51%
8.47%
6.77%
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GSIMX vs. SCHF - Expense Ratio Comparison
GSIMX has a 0.76% expense ratio, which is higher than SCHF's 0.06% expense ratio.
Risk-Adjusted Performance
GSIMX vs. SCHF — Risk-Adjusted Performance Rank
GSIMX
SCHF
GSIMX vs. SCHF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs GQG Partners International Opportunities Fund (GSIMX) and Schwab International Equity ETF (SCHF). 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
GSIMX vs. SCHF - Dividend Comparison
GSIMX's dividend yield for the trailing twelve months is around 2.14%, less than SCHF's 3.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSIMX Goldman Sachs GQG Partners International Opportunities Fund | 2.14% | 2.29% | 2.36% | 4.89% | 2.23% | 0.17% | 0.65% | 0.53% | 0.16% | 0.07% | 0.00% | 0.00% |
SCHF Schwab International Equity ETF | 3.92% | 4.24% | 2.97% | 2.80% | 3.31% | 2.08% | 5.13% | 6.12% | 2.35% | 5.15% | 2.26% | 5.80% |
Drawdowns
GSIMX vs. SCHF - Drawdown Comparison
The maximum GSIMX drawdown since its inception was -28.84%, smaller than the maximum SCHF drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for GSIMX and SCHF. For additional features, visit the drawdowns tool.
Volatility
GSIMX vs. SCHF - Volatility Comparison
The current volatility for Goldman Sachs GQG Partners International Opportunities Fund (GSIMX) is 2.81%, while Schwab International Equity ETF (SCHF) has a volatility of 3.26%. This indicates that GSIMX experiences smaller price fluctuations and is considered to be less risky than SCHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.