DWUS vs SCHD
Advisorshares Dorsey Wright Fsm Us Core Etf vs Schwab US Dividend Equity ETF
Which is better, DWUS or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. DWUS led over 3Y and the full window, SCHD over 1Y and 5Y.
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 | DWUS | SCHD |
|---|---|---|
| Expense Ratio | 1.08% | 0.06%Best |
| AUM | $122M | $112.2B |
| Dividend Yield | 0.03% | 3.13% |
| Holdings | 4 | 103 |
| YTD Return | +9.57% | +27.56%Best |
| 1Y Return | +14.80% | +30.29%Best |
| 3Y Return (annualized) | +17.03%Best | +16.37% |
| 5Y Return (annualized) | +9.21% | +10.23%Best |
| Volatility (annualized) | 18.2% | 16.7%Best |
| Max Drawdown | -30.5%Best | -33.4% |
| $10,000 over 5 years | $15,535 | $16,274Best |
| Fund Family | Advisor Shares | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Dec 26, 2019 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 27, 2019 to Sep 4, 2026 (6.7 years).
DWUS 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 6.7 years both funds cover.
DWUS vs SCHD Performance
Advisorshares Dorsey Wright Fsm Us Core Etf (DWUS) is an ETF from Advisor Shares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year DWUS returned +14.80% while SCHD returned +30.29%. Year to date, DWUS is up 9.57% versus a gain of 27.56% for SCHD.
Over three years, DWUS compounded at +17.03% per year against +16.37% for SCHD; over five years the annualized figures are +9.21% and +10.23% respectively. Across the full 7-year window we track, DWUS has the edge at +14.08% annualized vs +12.33%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DWUS has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 16.7% 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 -30.5% for DWUS 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 0.65. They move together some of the time, and apart the rest.
Fees and Cost Over Time
DWUS charges 1.08% per year while SCHD charges 0.06%. On a $10,000 position that is $108 vs $6 annually, a gap of $102 per year that compounds over a long holding period. On income, DWUS currently yields 0.03% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 3 holdings in DWUS and 100 in SCHD, totalling 100.1% 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 3 positions we hold weights for in DWUS and 100 in SCHD, against full books of 4 and 103.
You are not choosing between two funds in isolation.
Whichever of DWUS 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, DWUS or SCHD?
DWUS has an expense ratio of 1.08% while SCHD charges 0.06%. SCHD is the cheaper option, by $102 a year on a $10,000 investment.
Which performed better, DWUS or SCHD?
Over the past year DWUS returned +14.80% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), DWUS annualized +14.08% vs +12.33% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DWUS or SCHD?
DWUS has been the more volatile fund at 18.2% annualized versus 16.7% for SCHD. Worst drawdown: DWUS -30.5% vs SCHD -33.4%.
Should I hold both DWUS and SCHD?
DWUS and SCHD have a monthly-return correlation of 0.65, 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, DWUS or SCHD?
DWUS yields 0.03% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than DWUS?
SCHD has a lower expense ratio. DWUS led over 3Y and the full window, SCHD over 1Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.