DTH vs SCHD
WisdomTree International High Dividend Fund vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. DTH offers more diversification with 563 holdings.
Side-by-Side Comparison
| Metric | DTH | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.06% | |
| AUM | $659M | $108.7B | |
| Dividend Yield | 3.79% | 3.13% | |
| Holdings | 563 | 104 | |
| YTD Return | +15.21% | +26.54% | |
| 1Y Return | +24.55% | +30.90% | |
| 3Y Return (annualized) | +21.90% | +16.29% | |
| 5Y Return (annualized) | +13.09% | +9.65% | |
| Volatility (annualized) | 18.1% | 13.6% | |
| Max Drawdown | -68.0% | -33.4% | |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 16, 2006 | Oct 20, 2011 |
DTH vs SCHD Performance
WisdomTree International High Dividend Fund (DTH) is a ETF from WisdomTree Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DTH returned +24.55% while SCHD returned +30.90%. Year to date, DTH is up 15.21% versus a gain of 26.54% for SCHD.
Over three years, DTH compounded at +21.90% per year against +16.29% for SCHD; over five years the annualized figures are +13.09% and +9.65% respectively. Across the full 15-year window we track, SCHD has the edge at +11.51% annualized vs +2.15%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DTH has been the more volatile fund, with annualized monthly volatility of 18.1% 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 -68.0% for DTH 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DTH charges 0.58% per year while SCHD charges 0.06%. On a $10,000 position that is $58 vs $6 annually, a gap of $52 per year that compounds over a long holding period. On income, DTH currently yields 3.79% against 3.13% for SCHD.
Holdings Overlap
DTH and SCHD share 0 holdings out of 645 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, DTH or SCHD?
DTH has an expense ratio of 0.58% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, DTH or SCHD?
Over the past year DTH returned +24.55% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), DTH annualized +2.15% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, DTH or SCHD?
DTH has been the more volatile fund at 18.1% annualized versus 13.6% for SCHD. Worst drawdown: DTH -68.0% vs SCHD -33.4%.
Should I hold both DTH and SCHD?
DTH and SCHD have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DTH and SCHD?
DTH and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 645 unique securities.
Which pays a higher dividend, DTH or SCHD?
DTH yields 3.79% while SCHD yields 3.13%, so DTH currently pays the higher dividend yield.
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