CEE vs SCHD
CEE vs SCHD
The Central and Eastern Europe Fund Inc. vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. CEE delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | CEE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.18% | 0.06% | |
| AUM | $142M | $103.7B | |
| Dividend Yield | 1.85% | 3.31% | |
| Holdings | 60 | 104 | |
| YTD Return | +17.98% | +24.26% | |
| 1Y Return | +33.49% | +31.38% | |
| 3Y Return (annualized) | +35.78% | +15.08% | |
| 5Y Return (annualized) | -2.07% | +9.72% | |
| Volatility (annualized) | 31.2% | 13.6% | |
| Max Drawdown | -83.0% | -33.4% | |
| Fund Family | DWS ETF Trust | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 6, 1990 | Oct 20, 2011 |
CEE vs SCHD Performance
The Central and Eastern Europe Fund Inc. (CEE) is a ETF from DWS ETF Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CEE returned +33.49% while SCHD returned +31.38%. Year to date, CEE is up 17.98% versus a gain of 24.26% for SCHD.
Over three years, CEE compounded at +35.78% per year against +15.08% for SCHD; over five years the annualized figures are -2.07% and +9.72% respectively. Across the full 15-year window we track, SCHD has the edge at +11.39% annualized vs +7.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CEE has been the more volatile fund, with annualized monthly volatility of 31.2% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -83.0% for CEE and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CEE charges 1.18% per year while SCHD charges 0.06%. On a $10,000 position that is $118 vs $6 annually, a gap of $112 per year that compounds over a long holding period. On income, CEE currently yields 1.85% against 3.31% for SCHD.
Holdings Overlap
CEE and SCHD share 0 holdings out of 150 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CEE or SCHD?
CEE has an expense ratio of 1.18% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $112 per year of difference.
Which performed better, CEE or SCHD?
Over the past year CEE returned +33.49% vs +31.38% for SCHD, so CEE leads on 1-year performance. Over the longest common window we track (15 years), CEE annualized +7.01% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, CEE or SCHD?
CEE has been the more volatile fund at 31.2% annualized versus 13.6% for SCHD. Worst drawdown: CEE -83.0% vs SCHD -33.4%.
Should I hold both CEE and SCHD?
CEE and SCHD have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CEE and SCHD?
CEE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 150 unique securities.
Which pays a higher dividend, CEE or SCHD?
CEE yields 1.85% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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