EWT vs SCHD
iShares MSCI Taiwan ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. EWT delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | EWT | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.06% | |
| AUM | $10.0B | $103.7B | |
| Dividend Yield | 2.59% | 3.31% | |
| Holdings | 85 | 104 | |
| YTD Return | +57.76% | +25.33% | |
| 1Y Return | +77.30% | +32.31% | |
| 3Y Return (annualized) | +38.17% | +15.40% | |
| 5Y Return (annualized) | +17.92% | +9.70% | |
| Volatility (annualized) | 24.5% | 13.6% | |
| Max Drawdown | -64.0% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 20, 2000 | Oct 20, 2011 |
EWT vs SCHD Performance
iShares MSCI Taiwan ETF (EWT) 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 EWT returned +77.30% while SCHD returned +32.31%. Year to date, EWT is up 57.76% versus a gain of 25.33% for SCHD.
Over three years, EWT compounded at +38.17% per year against +15.40% for SCHD; over five years the annualized figures are +17.92% and +9.70% respectively. Across the full 15-year window we track, SCHD has the edge at +11.45% annualized vs +7.24%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EWT has been the more volatile fund, with annualized monthly volatility of 24.5% 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 -64.0% for EWT 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EWT charges 0.59% per year while SCHD charges 0.06%. On a $10,000 position that is $59 vs $6 annually, a gap of $53 per year that compounds over a long holding period. On income, EWT currently yields 2.59% against 3.31% for SCHD.
Holdings Overlap
EWT and SCHD share 0 holdings out of 180 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, EWT or SCHD?
EWT has an expense ratio of 0.59% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, EWT or SCHD?
Over the past year EWT returned +77.30% vs +32.31% for SCHD, so EWT leads on 1-year performance. Over the longest common window we track (15 years), EWT annualized +7.24% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, EWT or SCHD?
EWT has been the more volatile fund at 24.5% annualized versus 13.6% for SCHD. Worst drawdown: EWT -64.0% vs SCHD -33.4%.
Should I hold both EWT and SCHD?
EWT and SCHD have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EWT and SCHD?
EWT and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 180 unique securities.
Which pays a higher dividend, EWT or SCHD?
EWT yields 2.59% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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