SCHD vs WAGN
Schwab US Dividend Equity ETF vs Pabrai Wagons ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | WAGN | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.90% | |
| AUM | $103.7B | $240M | |
| Dividend Yield | 3.31% | 0.00% | |
| Holdings | 104 | 21 | |
| YTD Return | +25.62% | +6.35% | |
| 1Y Return | +32.62% | - | |
| 3Y Return (annualized) | +15.58% | - | |
| 5Y Return (annualized) | +9.63% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -12.4% | |
| Fund Family | Charles Schwab Asset Management | Pabrai Wagons Fund | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Feb 9, 2026 |
SCHD vs WAGN Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Pabrai Wagons ETF (WAGN) is a ETF from Pabrai Wagons Fund. Year to date, SCHD is up 25.62% versus a gain of 6.35% for WAGN.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -12.4% for WAGN. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while WAGN charges 0.90%. On a $10,000 position that is $6 vs $90 annually, a gap of $84 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.00% for WAGN.
Holdings Overlap
SCHD and WAGN share 0 holdings out of 120 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 WAGN?
SCHD has an expense ratio of 0.06% while WAGN charges 0.90%. SCHD is the cheaper option. On a $10,000 investment, that is $84 per year of difference.
What is the holdings overlap between SCHD and WAGN?
SCHD and WAGN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 120 unique securities.
Which pays a higher dividend, SCHD or WAGN?
SCHD yields 3.31% while WAGN yields 0.00%, 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.