SCHD vs WCBR
Schwab US Dividend Equity ETF vs WisdomTree Cybersecurity Fund
Which is better, SCHD or WCBR?
Large Cap Value against All Cap Blend.
SCHD has a lower expense ratio. SCHD led over the full window, WCBR over 1Y, 3Y and 5Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 56.5%.
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 | WCBR |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.45% |
| AUM | $112.1B | $130M |
| Dividend Yield | 3.00% | 0.00% |
| Holdings | 103 | 32 |
| YTD Return | +23.68% | +67.20%Best |
| 1Y Return | +28.36% | +41.22%Best |
| 3Y Return (annualized) | +16.20% | +31.26%Best |
| 5Y Return (annualized) | +10.07% | +10.71%Best |
| Volatility (annualized) | 14.8%Best | 29.3% |
| Max Drawdown | -16.9%Best | -52.3% |
| $10,000 over 5 years | $16,156 | $16,632Best |
| Top 10 Weight | 41.8%Best | 56.5% |
| Fund Family | Charles Schwab Asset Management | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | All Cap Blend |
| Inception | Oct 20, 2011 | Jan 28, 2021 |
Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2021 to Sep 22, 2026 (5.6 years).
SCHD vs WCBR 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 5.6 years both funds cover.
SCHD vs WCBR Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and WisdomTree Cybersecurity Fund (WCBR) is an ETF from WisdomTree Investments. Over the past year SCHD returned +28.36% while WCBR returned +41.22%. Year to date, SCHD is up 23.68% versus a gain of 67.20% for WCBR.
Over three years, SCHD compounded at +16.20% per year against +31.26% for WCBR; over five years the annualized figures are +10.07% and +10.71% respectively. Across the full 6-year window we track, SCHD has the edge at +11.92% annualized vs +11.59%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WCBR has been the more volatile fund, with annualized monthly volatility of 29.3% compared with 14.8% 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 -16.9% for SCHD and -52.3% for WCBR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.12. They move largely independently of each other.
Fees and Cost Over Time
SCHD charges 0.06% per year while WCBR charges 0.45%. On a $10,000 position that is $6 vs $45 annually, a gap of $39 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.00% for WCBR.
Holdings Overlap
We hold position weights for 100 holdings in SCHD and 25 in WCBR, totalling 100.0% and 98.4% 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 25 in WCBR, against full books of 103 and 32.
What only one of them owns
Our book lists 21 positions for WCBR that do not appear in our book for SCHD (90.4% of the fund), and 99 for SCHD that do not appear in WCBR (99.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of SCHD and WCBR 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 WCBR?
SCHD has an expense ratio of 0.06% while WCBR charges 0.45%. SCHD is the cheaper option, by $39 a year on a $10,000 investment.
Which performed better, SCHD or WCBR?
Over the past year SCHD returned +28.36% vs +41.22% for WCBR, so WCBR leads on 1-year performance. Over the longest common window we track (6 years), SCHD annualized +11.92% vs +11.59% for WCBR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or WCBR?
WCBR has been the more volatile fund at 29.3% annualized versus 14.8% for SCHD. Worst drawdown: SCHD -16.9% vs WCBR -52.3%.
Should I hold both SCHD and WCBR?
SCHD and WCBR have a monthly-return correlation of 0.12, 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 WCBR?
SCHD yields 3.00% while WCBR yields 0.00%, so SCHD currently pays the higher dividend yield.
Is WCBR better than SCHD?
SCHD has a lower expense ratio. SCHD led over the full window, WCBR over 1Y, 3Y and 5Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 56.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.