NTSD vs SCHD
WisdomTree Efficient US Plus International Equity Fund ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. NTSD offers more diversification with 492 holdings.
Side-by-Side Comparison
| Metric | NTSD | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.06% | |
| AUM | $46M | $108.7B | |
| Dividend Yield | 0.14% | 3.13% | |
| Holdings | 492 | 104 | |
| YTD Return | +23.60% | +27.93% | |
| 1Y Return | - | +30.06% | |
| 3Y Return (annualized) | - | +16.25% | |
| 5Y Return (annualized) | - | +10.03% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -5.6% | -33.4% | |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 19, 2026 | Oct 20, 2011 |
NTSD vs SCHD Performance
WisdomTree Efficient US Plus International Equity Fund ETF (NTSD) is a ETF from WisdomTree Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, NTSD is up 23.60% versus a gain of 27.93% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -5.6% for NTSD 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
NTSD charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, NTSD currently yields 0.14% against 3.13% for SCHD.
Holdings Overlap
NTSD and SCHD share 40 holdings out of 543 unique holdings combined, representing a 6.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NTSD or SCHD?
NTSD has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
What is the holdings overlap between NTSD and SCHD?
NTSD and SCHD share 40 common holdings with a 6.2% weight overlap. Combined, they hold 543 unique securities.
Which pays a higher dividend, NTSD or SCHD?
NTSD yields 0.14% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.