DGRW vs SCHD
WisdomTree US Quality Dividend Growth Fund vs Schwab US Dividend Equity ETF
Which is better, DGRW or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. DGRW led over 3Y, 5Y and the full window, SCHD over 1Y. The two have moved almost in lockstep, correlation 0.91.
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 | DGRW | SCHD |
|---|---|---|
| Expense Ratio | 0.28% | 0.06%Best |
| AUM | $17.1B | $112.1B |
| Dividend Yield | 1.21% | 3.00% |
| Holdings | 200 | 103 |
| YTD Return | +10.70% | +25.07%Best |
| 1Y Return | +12.41% | +27.61%Best |
| 3Y Return (annualized) | +16.07%Best | +15.74% |
| 5Y Return (annualized) | +11.89%Best | +9.89% |
| Volatility (annualized) | 13.4%Best | 14.2% |
| Max Drawdown | -32.2%Best | -33.4% |
| $10,000 over 5 years | $17,537Best | $16,025 |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 22, 2013 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 22, 2013 to Sep 11, 2026 (13.3 years).
DGRW 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 13.3 years both funds cover.
DGRW vs SCHD Performance
WisdomTree US Quality Dividend Growth Fund (DGRW) is an ETF from WisdomTree Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year DGRW returned +12.41% while SCHD returned +27.61%. Year to date, DGRW is up 10.70% versus a gain of 25.07% for SCHD.
Over three years, DGRW compounded at +16.07% per year against +15.74% for SCHD; over five years the annualized figures are +11.89% and +9.89% respectively. Across the full 13-year window we track, DGRW has the edge at +11.72% annualized vs +10.26%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 13.4% for DGRW. 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 -32.2% for DGRW 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DGRW charges 0.28% per year while SCHD charges 0.06%. On a $10,000 position that is $28 vs $6 annually, a gap of $22 per year that compounds over a long holding period. On income, DGRW currently yields 1.21% against 3.00% for SCHD.
Holdings Overlap
At least 50.6% of SCHD's money is in holdings DGRW also owns.
Stated as a floor: for DGRW, our book for it covers 94.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
23 positions in common, counted across the 196 positions we hold weights for in DGRW and 100 in SCHD, against full books of 200 and 103.
Top Shared Holdings
| Stock | Weight in DGRW | Weight in SCHD | Difference |
|---|---|---|---|
| KOCoca Cola Co. | 2.94% | 4.17% | 1.23% |
| UNHUnitedhealth Group Inc. | 2.75% | 3.82% | 1.07% |
| HDHome Depot Inc/The | 2.67% | 3.88% | 1.21% |
| MRKMerck & Co. Inc. | 1.15% | 4.77% | 3.62% |
| CVXChevron Corp. | 1.54% | 4.02% | 2.48% |
| VZVerizon Communications, Inc. | 1.21% | 3.97% | 2.76% |
| PGProcter & Gamble Company | 1.34% | 3.83% | 2.49% |
| COPConocophillips Co | 0.13% | 3.94% | 3.81% |
| TXNTexas Instruments, Inc | 0.89% | 3.13% | 2.24% |
| ADPAutomatic Data Processing, Inc. | 0.83% | 2.79% | 1.96% |
50.6% of SCHD is already inside DGRW.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DGRW or SCHD?
DGRW has an expense ratio of 0.28% while SCHD charges 0.06%. SCHD is the cheaper option, by $22 a year on a $10,000 investment.
Which performed better, DGRW or SCHD?
Over the past year DGRW returned +12.41% vs +27.61% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (13 years), DGRW annualized +11.72% vs +10.26% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DGRW or SCHD?
SCHD has been the more volatile fund at 14.2% annualized versus 13.4% for DGRW. Worst drawdown: DGRW -32.2% vs SCHD -33.4%.
Should I hold both DGRW and SCHD?
DGRW and SCHD have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between DGRW and SCHD?
At least 50.6% of SCHD's money is in holdings DGRW also owns. Our book for DGRW is partial, so the real figure is this or higher. They hold 23 positions in common, counted across the 196 positions we hold weights for in DGRW and 100 in SCHD.
Which pays a higher dividend, DGRW or SCHD?
DGRW yields 1.21% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than DGRW?
SCHD has a lower expense ratio. DGRW led over 3Y, 5Y and the full window, SCHD over 1Y. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.