DBAW vs SCHD
Xtrackers MSCI All World ex US Hedged Equity ETF vs Schwab US Dividend Equity ETF
Which is better, DBAW or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. DBAW led over 3Y and 5Y, SCHD over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DBAW | SCHD |
|---|---|---|
| Expense Ratio | 0.40% | 0.06%Best |
| AUM | $323M | $112.2B |
| Dividend Yield | 1.73% | 3.13% |
| Holdings | 1,782 | 103 |
| YTD Return | +16.71% | +27.56%Best |
| 1Y Return | +30.02% | +30.29%Best |
| 3Y Return (annualized) | +21.17%Best | +16.37% |
| 5Y Return (annualized) | +12.33%Best | +10.23% |
| Volatility (annualized) | 12.1%Best | 14.3% |
| Max Drawdown | -31.4%Best | -33.4% |
| $10,000 over 5 years | $17,885Best | $16,274 |
| Fund Family | Xtrackers ETFs | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jan 22, 2014 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 27, 2014 to Sep 4, 2026 (12.6 years).
DBAW vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 12.6 years both funds cover.
DBAW vs SCHD Performance
Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW) is an ETF from Xtrackers ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year DBAW returned +30.02% while SCHD returned +30.29%. Year to date, DBAW is up 16.71% versus a gain of 27.56% for SCHD.
Over three years, DBAW compounded at +21.17% per year against +16.37% for SCHD; over five years the annualized figures are +12.33% and +10.23% respectively. Across the full 13-year window we track, SCHD has the edge at +10.68% annualized vs +7.74%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 14.3% compared with 12.1% for DBAW. 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 -31.4% for DBAW and -33.4% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DBAW charges 0.40% per year while SCHD charges 0.06%. On a $10,000 position that is $40 vs $6 annually, a gap of $34 per year that compounds over a long holding period. On income, DBAW currently yields 1.73% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 1,751 holdings in DBAW and 100 in SCHD, totalling 94.4% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1,751 positions we hold weights for in DBAW and 100 in SCHD, against full books of 1,782 and 103.
You are not choosing between two funds in isolation.
Whichever of DBAW and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DBAW or SCHD?
DBAW has an expense ratio of 0.40% while SCHD charges 0.06%. SCHD is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, DBAW or SCHD?
Over the past year DBAW returned +30.02% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (13 years), DBAW annualized +7.74% vs +10.68% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DBAW or SCHD?
SCHD has been the more volatile fund at 14.3% annualized versus 12.1% for DBAW. Worst drawdown: DBAW -31.4% vs SCHD -33.4%.
Should I hold both DBAW and SCHD?
DBAW and SCHD have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DBAW or SCHD?
DBAW yields 1.73% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than DBAW?
SCHD has a lower expense ratio. DBAW led over 3Y and 5Y, SCHD over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.