QGRW vs SCHD
WisdomTree US Quality Growth Fund 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 100 holdings.
Side-by-Side Comparison
| Metric | QGRW | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.28% | 0.06% | |
| AUM | $2.7B | $103.7B | |
| Dividend Yield | 0.08% | 3.31% | |
| Holdings | 100 | 104 | |
| YTD Return | +15.93% | +25.62% | |
| 1Y Return | +25.62% | +32.62% | |
| 3Y Return (annualized) | +27.74% | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 18.1% | 13.6% | |
| Max Drawdown | -24.4% | -33.4% | |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 15, 2022 | Oct 20, 2011 |
QGRW vs SCHD Performance
WisdomTree US Quality Growth Fund (QGRW) 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 QGRW returned +25.62% while SCHD returned +32.62%. Year to date, QGRW is up 15.93% versus a gain of 25.62% for SCHD.
Over three years, QGRW compounded at +27.74% per year against +15.58% for SCHD. Across the full 4-year window we track, QGRW has the edge at +32.74% annualized vs +11.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QGRW has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 13.6% 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 -24.4% for QGRW 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 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QGRW charges 0.28% per year while SCHD charges 0.06%. On a $10,000 position that is $28 vs $6 annually, a gap of $22 per year that compounds over a long holding period. On income, QGRW currently yields 0.08% against 3.31% for SCHD.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, QGRW or SCHD?
QGRW has an expense ratio of 0.28% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, QGRW or SCHD?
Over the past year QGRW returned +25.62% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), QGRW annualized +32.74% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, QGRW or SCHD?
QGRW has been the more volatile fund at 18.1% annualized versus 13.6% for SCHD. Worst drawdown: QGRW -24.4% vs SCHD -33.4%.
Should I hold both QGRW and SCHD?
QGRW and SCHD have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QGRW and SCHD?
QGRW and SCHD share 2 common holdings with a 0.5% weight overlap. Combined, they hold 196 unique securities.
Which pays a higher dividend, QGRW or SCHD?
QGRW yields 0.08% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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