SCHD vs WBIE
Schwab US Dividend Equity ETF vs WBI BullBear Rising Income 3000 ETF
Which is better, SCHD or WBIE?
Large Cap Value against Large Cap Blend.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
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 | SCHD | WBIE |
|---|---|---|
| Expense Ratio | 0.06%Best | 1.24% |
| AUM | $111.6B | $5M |
| Dividend Yield | 3.24% | 0.02% |
| Holdings | 206 | 35 |
| YTD Return | +25.99% | - |
| 1Y Return | +31.80% | - |
| 3Y Return (annualized) | +17.07% | - |
| 5Y Return (annualized) | +9.69% | - |
| Volatility (annualized) | 14.7% | 14.0%Best |
| Max Drawdown | -33.4% | -22.4%Best |
| $10,000 over 12.1 years | $32,106Best | $10,158 |
| Fund Family | Charles Schwab Asset Management | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 20, 2011 | Aug 25, 2014 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 12.1 years row, are measured over the window both funds cover: Aug 27, 2014 to Oct 15, 2026 (12.1 years).
SCHD vs WBIE 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 covers the 12.1 years both funds cover.
SCHD vs WBIE Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and WBI BullBear Rising Income 3000 ETF (WBIE) is an ETF from WBI Investments.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 14.0% for WBIE. 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 -22.4% for WBIE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.54. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while WBIE charges 1.24%. On a $10,000 position that is $6 vs $124 annually, a gap of $118 per year that compounds over a long holding period. On income, SCHD currently yields 3.24% against 0.02% for WBIE.
You are not choosing between two funds in isolation.
Whichever of SCHD and WBIE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or WBIE?
SCHD has an expense ratio of 0.06% while WBIE charges 1.24%. SCHD is the cheaper option, by $118 a year on a $10,000 investment.
Which is riskier, SCHD or WBIE?
SCHD has been the more volatile fund at 14.7% annualized versus 14.0% for WBIE. Worst drawdown: SCHD -33.4% vs WBIE -22.4%.
Should I hold both SCHD and WBIE?
SCHD and WBIE have a monthly-return correlation of 0.54, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SCHD or WBIE?
SCHD yields 3.24% while WBIE yields 0.02%, so SCHD currently pays the higher dividend yield.
Is WBIE better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.