DWWN vs SCHD
Principal Long Duration ETF vs Schwab US Dividend Equity ETF
Which is better, DWWN or SCHD?
Long Term Bond against Large Cap Value.
SCHD has a lower expense ratio. DWWN is less concentrated, with 29.9% of the fund in its ten largest positions against 41.8%.
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 | DWWN | SCHD |
|---|---|---|
| Expense Ratio | 0.19% | 0.06%Best |
| AUM | $11M | $112.1B |
| Dividend Yield | 0.97% | 3.00% |
| Holdings | 56 | 103 |
| YTD Return | -5.58% | +24.59%Best |
| 1Y Return | - | +28.14% |
| 3Y Return (annualized) | - | +15.58% |
| 5Y Return (annualized) | - | +9.90% |
| Top 10 Weight | 29.9%Best | 41.8% |
| Fund Family | Principal Funds | Charles Schwab Asset Management |
| Category | Fixed Income | Equity |
| Style | Long Term Bond | Large Cap Value |
| Inception | May 21, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
DWWN 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
DWWN vs SCHD Performance
Principal Long Duration ETF (DWWN) is an ETF from Principal Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, DWWN is down 5.58% versus a gain of 24.59% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
DWWN charges 0.19% per year while SCHD charges 0.06%. On a $10,000 position that is $19 vs $6 annually, a gap of $13 per year that compounds over a long holding period. On income, DWWN currently yields 0.97% against 3.00% for SCHD.
Holdings Overlap
0.1% of DWWN's money is in holdings SCHD also owns. 0.1% of SCHD's money is in holdings DWWN also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 56 positions we hold weights for in DWWN and 100 in SCHD, against full books of 56 and 103.
What only one of them owns
Measured across the 56 and 100 positions we hold weights for.
SCHD holds 98 positions DWWN does not, 99.9% of the fund.
Largest: MRK 4.77%, AMGN 4.70%, ABT 4.69%, KO 4.17%, CVX 4.02%
Top Shared Holdings
| Stock | Weight in DWWN | Weight in SCHD | Difference |
|---|---|---|---|
| GVMXXSsi Us Gov Money Market Class | 0.15% | 0.06% | 0.09% |
You are not choosing between two funds in isolation.
Whichever of DWWN 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, DWWN or SCHD?
DWWN has an expense ratio of 0.19% while SCHD charges 0.06%. SCHD is the cheaper option, by $13 a year on a $10,000 investment.
Which pays a higher dividend, DWWN or SCHD?
DWWN yields 0.97% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than DWWN?
SCHD has a lower expense ratio. DWWN is less concentrated, with 29.9% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.