EWO vs SCHD

EWO vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. EWO delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.

Lower Fees: SCHDHigher Returns: EWOMore Diversified: SCHD

Side-by-Side Comparison

MetricEWOSCHDWinner
Expense Ratio0.49%0.06%
AUM$207M$112.2B
Dividend Yield1.98%3.13%
Holdings26103
YTD Return+24.40%+27.60%
1Y Return+46.19%+29.63%
3Y Return (annualized)+35.98%+16.43%
5Y Return (annualized)+16.80%+10.05%
Volatility (annualized)24.2%13.6%
Max Drawdown-77.2%-33.4%
Fund FamilyiShares by BlackRock (US)Charles Schwab Asset Management
CategoryEquityEquity
InceptionMar 12, 1996Oct 20, 2011

EWO vs SCHD Performance

iShares MSCI Austria ETF (EWO) 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 EWO returned +46.19% while SCHD returned +29.63%. Year to date, EWO is up 24.40% versus a gain of 27.60% for SCHD.

Over three years, EWO compounded at +35.98% per year against +16.43% for SCHD; over five years the annualized figures are +16.80% and +10.05% respectively. Across the full 15-year window we track, SCHD has the edge at +11.54% annualized vs +5.49%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EWO has been the more volatile fund, with annualized monthly volatility of 24.2% 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 -77.2% for EWO 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EWO charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, EWO currently yields 1.98% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

EWO 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, EWO or SCHD?

EWO has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $43 per year of difference.

Which performed better, EWO or SCHD?

Over the past year EWO returned +46.19% vs +29.63% for SCHD, so EWO leads on 1-year performance. Over the longest common window we track (15 years), EWO annualized +5.49% vs +11.54% for SCHD. Past performance does not guarantee future results.

Which is riskier, EWO or SCHD?

EWO has been the more volatile fund at 24.2% annualized versus 13.6% for SCHD. Worst drawdown: EWO -77.2% vs SCHD -33.4%.

Should I hold both EWO and SCHD?

EWO and SCHD have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EWO and SCHD?

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

Which pays a higher dividend, EWO or SCHD?

EWO yields 1.98% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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