SCHD vs WDAI

SCHD vs WDAI
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Quick Verdict

SCHD has a lower expense ratio. WDAI offers more diversification with 306 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: WDAI

Side-by-Side Comparison

MetricSCHDWDAIWinner
Expense Ratio0.06%0.60%
AUM$108.7B$1M
Dividend Yield3.13%0.17%
Holdings104306
YTD Return+28.63%+12.12%
1Y Return+32.53%-
3Y Return (annualized)+16.97%-
5Y Return (annualized)+10.47%-
Volatility (annualized)13.7%-
Max Drawdown-33.4%-6.8%
Fund FamilyCharles Schwab Asset ManagementPacer ETFs
CategoryEquityEquity
InceptionOct 20, 2011May 7, 2026

SCHD vs WDAI Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Pacer S&P World 3AI Top 300 ETF (WDAI) is a ETF from Pacer ETFs. Year to date, SCHD is up 28.63% versus a gain of 12.12% for WDAI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -6.8% for WDAI. 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 WDAI charges 0.60%. On a $10,000 position that is $6 vs $60 annually, a gap of $54 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.17% for WDAI.

Holdings Overlap

1.5%overlap

SCHD and WDAI share 4 holdings out of 386 unique holdings combined, representing a 1.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in WDAIDifference
TXN3.53%0.53%3.00%
COP3.59%0.25%3.34%
QCOM2.55%0.45%2.10%
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Frequently Asked Questions

Which is cheaper, SCHD or WDAI?

SCHD has an expense ratio of 0.06% while WDAI charges 0.60%. SCHD is the cheaper option. On a $10,000 investment, that is $54 per year of difference.

What is the holdings overlap between SCHD and WDAI?

SCHD and WDAI share 4 common holdings with a 1.5% weight overlap. Combined, they hold 386 unique securities.

Which pays a higher dividend, SCHD or WDAI?

SCHD yields 3.13% while WDAI yields 0.17%, so SCHD currently pays the higher dividend yield.

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