EXEQ vs SCHD
Wedbush ReturnOnLeadership US Large-Cap ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | EXEQ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.06% | |
| AUM | $1M | $108.7B | |
| Dividend Yield | 0.09% | 3.13% | |
| Holdings | 51 | 104 | |
| YTD Return | +12.63% | +25.69% | |
| 1Y Return | - | +30.41% | |
| 3Y Return (annualized) | - | +16.03% | |
| 5Y Return (annualized) | - | +9.64% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -8.9% | -33.4% | |
| Fund Family | Wedbush Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Feb 13, 2026 | Oct 20, 2011 |
EXEQ vs SCHD Performance
Wedbush ReturnOnLeadership US Large-Cap ETF (EXEQ) is a ETF from Wedbush Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, EXEQ is up 12.63% versus a gain of 25.69% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.9% for EXEQ and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
EXEQ charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, EXEQ currently yields 0.09% against 3.13% for SCHD.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, EXEQ or SCHD?
EXEQ has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
What is the holdings overlap between EXEQ and SCHD?
EXEQ and SCHD share 2 common holdings with a 3.8% weight overlap. Combined, they hold 146 unique securities.
Which pays a higher dividend, EXEQ or SCHD?
EXEQ yields 0.09% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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