SCHD vs WCPB
Schwab US Dividend Equity ETF vs Weitz Core Plus Bond ETF
Which is better, SCHD or WCPB?
SCHD has been ahead.
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 | WCPB |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.45% |
| AUM | $108.9B | $240M |
| Dividend Yield | 3.00% | 4.87% |
| Holdings | 206 | 363 |
| YTD Return | +20.89%Best | -1.67% |
| 1Y Return | +23.87%Best | -0.75% |
| 3Y Return (annualized) | +16.42% | - |
| 5Y Return (annualized) | +9.40% | - |
| Volatility (annualized) | 14.2% | 4.0%Best |
| Max Drawdown | -6.9% | -3.6%Best |
| $10,000 over 1.1 years | $12,364Best | $10,119 |
| Fund Family | Charles Schwab Asset Management | Weitz Investment Management, Inc |
| Category | Equity | Fixed Income |
| Style | Large Cap Value | - |
| Inception | Oct 20, 2011 | Aug 12, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Aug 13, 2025 to Oct 2, 2026 (1.1 years).
SCHD vs WCPB 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 1.1 years both funds cover.
SCHD vs WCPB Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Weitz Core Plus Bond ETF (WCPB) is an ETF from Weitz Investment Management, Inc. Over the past year SCHD returned +23.87% while WCPB returned -0.75%. Year to date, SCHD is up 20.89% versus a loss of 1.67% for WCPB.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 4.0% for WCPB. 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 -6.9% for SCHD and -3.6% for WCPB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.48. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while WCPB 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 4.87% for WCPB.
Holdings Overlap
We hold position weights for 99 holdings in SCHD and 69 in WCPB, totalling 100.0% and 44.6% 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 99 positions we hold weights for in SCHD and 69 in WCPB, against full books of 206 and 363.
You are not choosing between two funds in isolation.
Whichever of SCHD and WCPB 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 WCPB?
SCHD has an expense ratio of 0.06% while WCPB charges 0.45%. SCHD is the cheaper option, by $39 a year on a $10,000 investment.
Which performed better, SCHD or WCPB?
Over the past year SCHD returned +23.87% vs -0.75% for WCPB, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +21.28% vs +1.08% for WCPB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or WCPB?
SCHD has been the more volatile fund at 14.2% annualized versus 4.0% for WCPB. Worst drawdown: SCHD -6.9% vs WCPB -3.6%.
Should I hold both SCHD and WCPB?
SCHD and WCPB have a monthly-return correlation of 0.48, 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 WCPB?
SCHD yields 3.00% while WCPB yields 4.87%, so WCPB currently pays the higher dividend yield.
Is WCPB 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.