INDH vs SCHD
WisdomTree India Hedged Equity 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 | INDH | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.64% | 0.06% | |
| AUM | $6M | $108.7B | |
| Dividend Yield | 5.63% | 3.13% | |
| Holdings | 83 | 104 | |
| YTD Return | -7.75% | +26.54% | |
| 1Y Return | -2.20% | +30.90% | |
| 3Y Return (annualized) | - | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | 11.2% | 13.6% | |
| Max Drawdown | -14.8% | -33.4% | |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | May 9, 2024 | Oct 20, 2011 |
INDH vs SCHD Performance
WisdomTree India Hedged Equity Fund ETF (INDH) 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 INDH returned -2.20% while SCHD returned +30.90%. Year to date, INDH is down 7.75% versus a gain of 26.54% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 11.2% for INDH. 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 -14.8% for INDH 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 0.07. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
INDH charges 0.64% per year while SCHD charges 0.06%. On a $10,000 position that is $64 vs $6 annually, a gap of $58 per year that compounds over a long holding period. On income, INDH currently yields 5.63% against 3.13% for SCHD.
Holdings Overlap
INDH and SCHD share 0 holdings out of 179 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, INDH or SCHD?
INDH has an expense ratio of 0.64% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $58 per year of difference.
Which performed better, INDH or SCHD?
Over the past year INDH returned -2.20% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), INDH annualized +2.05% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, INDH or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 11.2% for INDH. Worst drawdown: INDH -14.8% vs SCHD -33.4%.
Should I hold both INDH and SCHD?
INDH and SCHD have a monthly-return correlation of 0.07, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between INDH and SCHD?
INDH and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 179 unique securities.
Which pays a higher dividend, INDH or SCHD?
INDH yields 5.63% while SCHD yields 3.13%, so INDH currently pays the higher dividend yield.
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