SCHD vs SLWS

SCHD vs SLWS

Which is better, SCHD or SLWS?

Large Cap Value against Short Term Bond.

SCHD has a lower expense ratio. SCHD led over 1Y.

Lower Fees: SCHDHigher Returns (1Y): SCHD

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

MetricSCHDSLWS
Expense Ratio0.06%Best0.42%
AUM$112.1B$388M
Dividend Yield3.00%4.08%
Holdings103202
YTD Return+23.46%Best+2.45%
1Y Return+27.20%-
3Y Return (annualized)+15.41%-
5Y Return (annualized)+10.16%-
Fund FamilyCharles Schwab Asset ManagementWisdomTree Investments
CategoryEquityFixed Income
StyleLarge Cap ValueShort Term Bond
InceptionOct 20, 2011Dec 19, 2024

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SCHD vs SLWS 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.

SCHD vs SLWS Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and SLW Short Duration Income ETF (SLWS) is an ETF from WisdomTree Investments. Year to date, SCHD is up 23.46% versus a gain of 2.45% for SLWS.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while SLWS charges 0.42%. On a $10,000 position that is $6 vs $42 annually, a gap of $36 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 4.08% for SLWS.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 96 in SLWS, totalling 100.0% and 51.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 100 positions we hold weights for in SCHD and 96 in SLWS, against full books of 103 and 202.

You are not choosing between two funds in isolation.

Whichever of SCHD and SLWS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDSLWS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or SLWS?

SCHD has an expense ratio of 0.06% while SLWS charges 0.42%. SCHD is the cheaper option, by $36 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or SLWS?

SCHD yields 3.00% while SLWS yields 4.08%, so SLWS currently pays the higher dividend yield.

Is SLWS better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.