EMCB vs SCHD

EMCB vs SCHD

Which is better, EMCB or SCHD?

Emerging Markets Bond against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

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

MetricEMCBSCHD
Expense Ratio0.61%0.06%Best
AUM$98M$112.1B
Dividend Yield5.40%3.00%
Holdings202103
YTD Return+0.92%+23.46%Best
1Y Return+2.07%+27.20%Best
3Y Return (annualized)+7.24%+15.41%Best
5Y Return (annualized)+1.85%+10.16%Best
Volatility (annualized)7.4%Best13.8%
Max Drawdown-29.0%Best-33.4%
$10,000 over 5 years$10,960$16,223Best
Fund FamilyWisdomTree InvestmentsCharles Schwab Asset Management
CategoryFixed IncomeEquity
StyleEmerging Markets BondLarge Cap Value
InceptionMar 8, 2012Oct 20, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 8, 2012 to Sep 18, 2026 (14.5 years).

EMCB 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.

EMCB vs SCHD Performance

WisdomTree Emerging Markets Corporate Bond Fund (EMCB) 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 EMCB returned +2.07% while SCHD returned +27.20%. Year to date, EMCB is up 0.92% versus a gain of 23.46% for SCHD.

Over three years, EMCB compounded at +7.24% per year against +15.41% for SCHD; over five years the annualized figures are +1.85% and +10.16% respectively. Across the full 15-year window we track, SCHD has the edge at +10.87% annualized vs +0.85%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 7.4% for EMCB. 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 -29.0% for EMCB 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 0.57. They move together some of the time, and apart the rest.

Fees and Cost Over Time

EMCB charges 0.61% per year while SCHD charges 0.06%. On a $10,000 position that is $61 vs $6 annually, a gap of $55 per year that compounds over a long holding period. On income, EMCB currently yields 5.40% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

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

EMCBSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EMCB or SCHD?

EMCB has an expense ratio of 0.61% while SCHD charges 0.06%. SCHD is the cheaper option, by $55 a year on a $10,000 investment.

Which performed better, EMCB or SCHD?

Over the past year EMCB returned +2.07% vs +27.20% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), EMCB annualized +0.85% vs +10.87% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EMCB or SCHD?

SCHD has been the more volatile fund at 13.8% annualized versus 7.4% for EMCB. Worst drawdown: EMCB -29.0% vs SCHD -33.4%.

Should I hold both EMCB and SCHD?

EMCB and SCHD have a monthly-return correlation of 0.57, 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, EMCB or SCHD?

EMCB yields 5.40% while SCHD yields 3.00%, so EMCB currently pays the higher dividend yield.

Is SCHD better than EMCB?

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.