EWM vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricEWMSCHDWinner
Expense Ratio0.50%0.06%
AUM$307M$103.7B
Dividend Yield3.69%3.31%
Holdings26104
YTD Return+4.49%+25.62%
1Y Return+18.33%+32.62%
3Y Return (annualized)+13.81%+15.58%
5Y Return (annualized)+6.54%+9.63%
Volatility (annualized)32.7%13.6%
Max Drawdown-89.5%-33.4%
Fund FamilyiShares by BlackRock (US)Charles Schwab Asset Management
CategoryEquityEquity
InceptionMar 12, 1996Oct 20, 2011

EWM vs SCHD Performance

iShares MSCI Malaysia ETF (EWM) is a ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EWM returned +18.33% while SCHD returned +32.62%. Year to date, EWM is up 4.49% versus a gain of 25.62% for SCHD.

Over three years, EWM compounded at +13.81% per year against +15.58% for SCHD; over five years the annualized figures are +6.54% and +9.63% respectively. Across the full 15-year window we track, SCHD has the edge at +11.47% annualized vs -1.51%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EWM has been the more volatile fund, with annualized monthly volatility of 32.7% compared with 13.6% 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 -89.5% for EWM and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EWM charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, EWM currently yields 3.69% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

EWM and SCHD share 0 holdings out of 122 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EWM or SCHD?

EWM has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.

Which performed better, EWM or SCHD?

Over the past year EWM returned +18.33% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), EWM annualized -1.51% vs +11.47% for SCHD. Past performance does not guarantee future results.

Which is riskier, EWM or SCHD?

EWM has been the more volatile fund at 32.7% annualized versus 13.6% for SCHD. Worst drawdown: EWM -89.5% vs SCHD -33.4%.

Should I hold both EWM and SCHD?

EWM and SCHD have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EWM and SCHD?

EWM and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 122 unique securities.

Which pays a higher dividend, EWM or SCHD?

EWM yields 3.69% while SCHD yields 3.31%, so EWM currently pays the higher dividend yield.

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