GEOA vs SCHD
WisdomTree GeoAlpha Opportunities Fund ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | GEOA | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.06% | |
| AUM | $886,559.25 | $108.7B | |
| Dividend Yield | 0.55% | 3.13% | |
| Holdings | 63 | 104 | |
| YTD Return | +8.54% | +26.50% | |
| 1Y Return | +24.63% | +31.25% | |
| 3Y Return (annualized) | - | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | 13.6% | 13.6% | |
| Max Drawdown | -11.7% | -33.4% | |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 8, 2025 | Oct 20, 2011 |
GEOA vs SCHD Performance
WisdomTree GeoAlpha Opportunities Fund ETF (GEOA) is a ETF from WisdomTree Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year GEOA returned +24.63% while SCHD returned +31.25%. Year to date, GEOA is up 8.54% versus a gain of 26.50% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 13.6% for GEOA. 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 -11.7% for GEOA 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
GEOA charges 0.58% per year while SCHD charges 0.06%. On a $10,000 position that is $58 vs $6 annually, a gap of $52 per year that compounds over a long holding period. On income, GEOA currently yields 0.55% against 3.13% for SCHD.
Holdings Overlap
GEOA and SCHD share 4 holdings out of 159 unique holdings combined, representing a 5.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GEOA or SCHD?
GEOA has an expense ratio of 0.58% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, GEOA or SCHD?
Over the past year GEOA returned +24.63% vs +31.25% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), GEOA annualized +19.94% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, GEOA or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 13.6% for GEOA. Worst drawdown: GEOA -11.7% vs SCHD -33.4%.
Should I hold both GEOA and SCHD?
GEOA and SCHD have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GEOA and SCHD?
GEOA and SCHD share 4 common holdings with a 5.9% weight overlap. Combined, they hold 159 unique securities.
Which pays a higher dividend, GEOA or SCHD?
GEOA yields 0.55% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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