DWFI vs SCHD

DWFI vs SCHD

Which is better, DWFI or SCHD?

We do not have enough on DWFI and SCHD to separate them.

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

MetricDWFISCHD
Expense Ratio-0.06%
AUM-$112.2B
Dividend Yield-3.13%
Holdings-103
YTD Price Return-+26.51%
1Y Price Return-+27.10%
3Y Price Return (annualized)-+12.47%
5Y Price Return (annualized)-+6.23%
Volatility (annualized)-13.7%
Max Drawdown--33.4%
Fund FamilySPDR SERIES TRUSTCharles Schwab Asset Management
Category-Equity
Style-Large Cap Value
Inception-Oct 20, 2011

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for DWFI. We have no price series for DWFI, so there is nothing to compare it against.

DWFI vs SCHD Performance

SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (DWFI) is an ETF from SPDR SERIES TRUST and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management.

You are not choosing between two funds in isolation.

Whichever of DWFI and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DWFISCHD

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Frequently Asked Questions

Is SCHD better than DWFI?

We hold very little data on DWFI and SCHD, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.