NTSD vs SCHD
WisdomTree Efficient US Plus International Equity Fund ETF vs Schwab US Dividend Equity ETF
Which is better, NTSD or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio.
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 | NTSD | SCHD |
|---|---|---|
| Expense Ratio | 0.36% | 0.06%Best |
| AUM | $52M | $124.4B |
| Dividend Yield | 0.35% | 2.96% |
| Holdings | 506 | 102 |
| YTD Return | +19.52% | +33.46%Best |
| 1Y Return | - | +37.35% |
| 3Y Return (annualized) | - | +19.54% |
| 5Y Return (annualized) | - | +10.35% |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Mar 19, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
NTSD vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
NTSD vs SCHD Performance
WisdomTree Efficient US Plus International Equity Fund ETF (NTSD) is an ETF from WisdomTree Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, NTSD is up 19.52% versus a gain of 33.46% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
NTSD charges 0.36% per year while SCHD charges 0.06%. On a $10,000 position that is $36 vs $6 annually, a gap of $30 per year that compounds over a long holding period. On income, NTSD currently yields 0.35% against 2.96% for SCHD.
Holdings Overlap
At least 86.3% of SCHD's money is in holdings NTSD also owns.
Stated as a floor: for NTSD, our book for it covers 88.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of SCHD is already inside NTSD. Owning both mostly buys the same companies twice.
42 positions in common, counted across the 501 positions we hold weights for in NTSD and 98 in SCHD, against full books of 506 and 102.
Top Shared Holdings
| Stock | Weight in NTSD | Weight in SCHD | Difference |
|---|---|---|---|
| PGProcter & Gamble Company | 0.53% | 4.30% | 3.77% |
| CVXChevron Corp. | 0.62% | 4.17% | 3.55% |
| KOCoca Cola Co. | 0.53% | 4.22% | 3.69% |
| HDHome Depot Inc/The | 0.43% | 4.16% | 3.73% |
| AMGNAmgen Inc. | 0.31% | 4.08% | 3.77% |
| COPConocophillips Co | 0.23% | 4.15% | 3.92% |
| UNHUnitedhealth Group Inc. | 0.46% | 3.89% | 3.43% |
| MRKMerck & Co. Inc. | 0.44% | 3.80% | 3.36% |
| PEPPepsico Inc. | 0.25% | 3.88% | 3.63% |
| ABTAbbott Laboratories | 0.25% | 3.87% | 3.62% |
86.3% of SCHD is already inside NTSD.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, NTSD or SCHD?
NTSD has an expense ratio of 0.36% while SCHD charges 0.06%. SCHD is the cheaper option, by $30 a year on a $10,000 investment.
What is the holdings overlap between NTSD and SCHD?
At least 86.3% of SCHD's money is in holdings NTSD also owns. Our book for NTSD is partial, so the real figure is this or higher. They hold 42 positions in common, counted across the 501 positions we hold weights for in NTSD and 98 in SCHD.
Which pays a higher dividend, NTSD or SCHD?
NTSD yields 0.35% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.
Is SCHD better than NTSD?
SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.