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GOF vs SCHY

Comparison between Guggenheim Strategic Opportunities Fund (GOF, ETF) and SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF (SCHY, ETF).

5-Year PerformanceSCHY has outperformed GOF, delivering a return of +7.8% compared to +0.9%

GOF vs SCHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GOF
$2.20B
SCHY
$2.20B
Expense Ratio
GOF
N/A
SCHY
0.08%
Max Drawdown
GOF
62.51%
Winner
SCHY
25.42%
Sharpe Ratio
GOF
-0.82
Winner
SCHY
1.38
5Y Beta
GOF
0.46
Winner
SCHY
0.40
5Y Dividends CAGR
GOF
1.61%
SCHY
N/A

GOF vs SCHY - Historical Returns

Returns include dividend reinvestment.

1M
GOF
-2.10%
Winner
SCHY
-0.93%
3M
GOF
-1.81%
Winner
SCHY
+0.46%
6M
GOF
-0.05%
Winner
SCHY
+9.85%
1Y
GOF
-12.23%
Winner
SCHY
+20.98%
5Y(CAGR)
GOF
+0.90%
Winner
SCHY
+7.84%
10Y(CAGR)
GOF
+7.95%
SCHY
N/A
Max(CAGR)
Winner
GOF
+8.96%
SCHY
+8.59%

GOF vs SCHY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearGOFSCHY
2026-6.85%+6.58%
2025-2.26%+33.82%
2024+35.95%-1.25%
2023-6.08%+13.76%
2022-7.87%-9.80%
2021+5.48%+4.08%
2020+19.41%N/A
2019+7.01%N/A
2018-5.73%N/A
2017+21.67%N/A
2016+27.00%N/A
2015-10.87%N/A
2014+7.82%N/A
2013+7.69%N/A
2012+13.80%N/A
2011+12.74%N/A
2010+29.54%N/A
2009+79.15%N/A
2008-34.32%N/A
2007-8.49%N/A

GOF vs SCHY Drawdown Comparison

The maximum drawdown for GOF was -54.69%, occurring on Mar 9, 2009. Recovery took 532 trading sessions.

The maximum drawdown for SCHY was -24.03%, occurring on Sep 27, 2022. Recovery took 471 trading sessions.

The current GOF drawdown is -17.74%. The current SCHY drawdown is -5.64%.

RankGOFSCHY
#1-54.69%
Jul 31, 2007 - Sep 9, 2009
-24.03%
Feb 9, 2022 - Dec 26, 2023
#2-38.45%
Aug 8, 2019 - Aug 12, 2020
-12.16%
Sep 26, 2024 - Apr 22, 2025
#3-32.32%
Aug 6, 2021 - Jun 28, 2024
-9.11%
Feb 27, 2026 - Mar 20, 2026
#4-23.55%
May 14, 2015 - Jul 29, 2016
-7.47%
Jun 14, 2021 - Jan 12, 2022
#5-23.24%
Oct 1, 2025 - Mar 27, 2026
-5.26%
Jan 12, 2024 - May 13, 2024
#6-21.18%
May 31, 2011 - Jan 25, 2012
-4.53%
May 17, 2024 - Jul 12, 2024
#7-19.35%
Sep 13, 2018 - Jun 13, 2019
-3.52%
Jul 31, 2024 - Aug 15, 2024
#8-14.82%
Apr 26, 2010 - Aug 4, 2010
-3.48%
Jul 23, 2025 - Aug 12, 2025
#9-13.58%
Mar 24, 2025 - Aug 27, 2025
-2.90%
Nov 12, 2025 - Nov 26, 2025
#10-12.07%
Apr 16, 2021 - Jun 10, 2021
-2.86%
Jan 14, 2022 - Feb 9, 2022
#11-11.87%
Oct 5, 2012 - Jan 10, 2013
-2.80%
Aug 22, 2025 - Oct 17, 2025
#12-11.79%
May 10, 2013 - May 22, 2014
-2.73%
Jun 12, 2025 - Jul 2, 2025
#13-11.54%
Nov 8, 2010 - Feb 7, 2011
-2.33%
May 10, 2021 - May 17, 2021
#14-10.00%
Jan 11, 2018 - May 14, 2018
-1.95%
May 6, 2025 - May 19, 2025
#15-8.55%
Nov 1, 2016 - Dec 6, 2016
-1.89%
Oct 28, 2025 - Nov 10, 2025

Correlation

Correlation between GOF and SCHY is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61
-101

Dividend Comparison (2007 - 2026)

GOF vs SCHY dividend yield comparison.

YearGOFSCHY
20268.27%0.57%
202516.97%3.55%
202414.32%4.64%
202317.07%3.97%
202214.36%3.67%
202111.93%1.73%
202011.26%0.00%
201912.08%0.00%
201811.96%0.00%
201710.13%0.00%
201611.13%0.00%
201512.98%0.00%
201410.46%0.00%
20139.98%0.00%
20128.67%0.00%
20118.98%0.00%
20109.42%0.00%
200911.00%0.00%
200817.84%0.00%
20073.21%0.00%

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