EWJV vs SCHD
iShares MSCI Japan Value ETF vs Schwab US Dividend Equity ETF
Which is better, EWJV or SCHD?
Each has led over a different period.
SCHD has a lower expense ratio. EWJV led over 1Y, 3Y and 5Y, SCHD over the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 41.9%.
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 | EWJV | SCHD |
|---|---|---|
| Expense Ratio | 0.15% | 0.06%Best |
| AUM | $767M | $112.1B |
| Dividend Yield | 4.74% | 3.00% |
| Holdings | 116 | 103 |
| YTD Return | +23.78% | +24.96%Best |
| 1Y Return | +31.59%Best | +28.75% |
| 3Y Return (annualized) | +23.96%Best | +15.71% |
| 5Y Return (annualized) | +14.81%Best | +9.86% |
| Volatility (annualized) | 14.5%Best | 16.4% |
| Max Drawdown | -31.5%Best | -33.4% |
| $10,000 over 5 years | $19,948Best | $16,003 |
| Top 10 Weight | 41.9% | 41.8%Best |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Mar 5, 2019 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Mar 7, 2019 to Sep 9, 2026 (7.5 years).
EWJV 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 7.5 years both funds cover.
EWJV vs SCHD Performance
iShares MSCI Japan Value ETF (EWJV) is an ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year EWJV returned +31.59% while SCHD returned +28.75%. Year to date, EWJV is up 23.78% versus a gain of 24.96% for SCHD.
Over three years, EWJV compounded at +23.96% per year against +15.71% for SCHD; over five years the annualized figures are +14.81% and +9.86% respectively. Across the full 8-year window we track, SCHD has the edge at +12.51% annualized vs +12.45%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 14.5% for EWJV. 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 -31.5% for EWJV 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 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EWJV charges 0.15% per year while SCHD charges 0.06%. On a $10,000 position that is $15 vs $6 annually, a gap of $9 per year that compounds over a long holding period. On income, EWJV currently yields 4.74% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 109 holdings in EWJV and 100 in SCHD, totalling 99.7% 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 109 positions we hold weights for in EWJV and 100 in SCHD, against full books of 116 and 103.
What only one of them owns
Our book lists 99 positions for SCHD that do not appear in our book for EWJV (99.9% of the fund), and 1 for EWJV that do not appear in SCHD (0.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of EWJV 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, EWJV or SCHD?
EWJV has an expense ratio of 0.15% while SCHD charges 0.06%. SCHD is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, EWJV or SCHD?
Over the past year EWJV returned +31.59% vs +28.75% for SCHD, so EWJV leads on 1-year performance. Over the longest common window we track (8 years), EWJV annualized +12.45% vs +12.51% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EWJV or SCHD?
SCHD has been the more volatile fund at 16.4% annualized versus 14.5% for EWJV. Worst drawdown: EWJV -31.5% vs SCHD -33.4%.
Should I hold both EWJV and SCHD?
EWJV and SCHD have a monthly-return correlation of 0.68, 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, EWJV or SCHD?
EWJV yields 4.74% while SCHD yields 3.00%, so EWJV currently pays the higher dividend yield.
Is SCHD better than EWJV?
SCHD has a lower expense ratio. EWJV led over 1Y, 3Y and 5Y, SCHD over the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 41.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.