SCHD vs VWID
Schwab US Dividend Equity ETF vs Virtus WMC International Dividend ETF
Quick Verdict
SCHD has a lower expense ratio. VWID delivered stronger 1-year returns. VWID offers more diversification with 142 holdings.
Side-by-Side Comparison
| Metric | SCHD | VWID | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.49% | |
| AUM | $103.7B | $13M | |
| Dividend Yield | 3.31% | 3.68% | |
| Holdings | 104 | 158 | |
| YTD Return | +25.33% | +7.80% | |
| 1Y Return | +32.31% | +49.28% | |
| 3Y Return (annualized) | +15.40% | +18.67% | |
| 5Y Return (annualized) | +9.70% | +11.86% | |
| Volatility (annualized) | 13.6% | 25.9% | |
| Max Drawdown | -33.4% | -52.4% | |
| Fund Family | Charles Schwab Asset Management | Virtus Investment Partners | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Oct 10, 2017 |
SCHD vs VWID Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Virtus WMC International Dividend ETF (VWID) is a ETF from Virtus Investment Partners. Over the past year SCHD returned +32.31% while VWID returned +49.28%. Year to date, SCHD is up 25.33% versus a gain of 7.80% for VWID.
Over three years, SCHD compounded at +15.40% per year against +18.67% for VWID; over five years the annualized figures are +9.70% and +11.86% respectively. Across the full 9-year window we track, SCHD has the edge at +11.45% annualized vs +10.15%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VWID has been the more volatile fund, with annualized monthly volatility of 25.9% 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 -33.4% for SCHD and -52.4% for VWID. 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while VWID charges 0.49%. On a $10,000 position that is $6 vs $49 annually, a gap of $43 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 3.68% for VWID.
Holdings Overlap
SCHD and VWID share 0 holdings out of 242 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, SCHD or VWID?
SCHD has an expense ratio of 0.06% while VWID charges 0.49%. SCHD is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
Which performed better, SCHD or VWID?
Over the past year SCHD returned +32.31% vs +49.28% for VWID, so VWID leads on 1-year performance. Over the longest common window we track (9 years), SCHD annualized +11.45% vs +10.15% for VWID. Past performance does not guarantee future results.
Which is riskier, SCHD or VWID?
VWID has been the more volatile fund at 25.9% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs VWID -52.4%.
Should I hold both SCHD and VWID?
SCHD and VWID have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and VWID?
SCHD and VWID share 0 common holdings with a 0.0% weight overlap. Combined, they hold 242 unique securities.
Which pays a higher dividend, SCHD or VWID?
SCHD yields 3.31% while VWID yields 3.68%, so VWID currently pays the higher dividend yield.
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