GEOA vs SCHD
WisdomTree GeoAlpha Opportunities Fund ETF vs Schwab US Dividend Equity ETF
Which is better, GEOA or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over the full window. GEOA is less concentrated, with 29.6% of the fund in its ten largest positions against 41.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | GEOA | SCHD |
|---|---|---|
| Expense Ratio | 0.58% | 0.06%Best |
| AUM | $886,559.25 | $112.1B |
| Dividend Yield | 0.55% | 3.00% |
| Holdings | 63 | 103 |
| Volatility (annualized) | 13.6% | 13.2%Best |
| Max Drawdown | -11.7% | -4.6%Best |
| $10,000 over 1.1 years | $12,214 | $12,809Best |
| Top 10 Weight | 29.6%Best | 41.8% |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jul 8, 2025 | Oct 20, 2011 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).
The two price series end 40 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. GEOA has data through Jul 31, 2026 and SCHD through Sep 9, 2026.
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jul 8, 2025 to Jul 31, 2026 (1.1 years).
Risk: Volatility and Drawdowns
GEOA has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 13.2% 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 -11.7% for GEOA and -4.6% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.50. They move together some of the time, and apart the rest.
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 3.00% for SCHD.
Holdings Overlap
6.9% of GEOA's money is in holdings SCHD also owns. 8.6% of SCHD's money is in holdings GEOA also owns.
SCHD and GEOA share little of their money.
The two holdings books were reported 153 days apart, GEOA as of Mar 31, 2026 and SCHD as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
4 positions in common, counted across the 63 positions we hold weights for in GEOA and 100 in SCHD, against full books of 63 and 103.
What only one of them owns
Our book lists 95 positions for SCHD that do not appear in our book for GEOA (91.4% of the fund), and 25 for GEOA that do not appear in SCHD (41.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of GEOA and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $52 a year on a $10,000 investment.
Which is riskier, GEOA or SCHD?
GEOA has been the more volatile fund at 13.6% annualized versus 13.2% for SCHD. Worst drawdown: GEOA -11.7% vs SCHD -4.6%.
Should I hold both GEOA and SCHD?
GEOA and SCHD have a monthly-return correlation of 0.50, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between GEOA and SCHD?
8.6% of SCHD's money is in holdings GEOA also owns. 8.6% of SCHD's is in holdings GEOA also owns. They hold 4 positions in common, counted across the 63 positions we hold weights for in GEOA and 100 in SCHD.
Which pays a higher dividend, GEOA or SCHD?
GEOA yields 0.55% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than GEOA?
SCHD has a lower expense ratio. SCHD led over the full window. GEOA is less concentrated, with 29.6% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.