SCHD vs WDE
Schwab US Dividend Equity ETF vs Principal Securitized Debt ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | WDE | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.19% | |
| AUM | $108.7B | $20M | |
| Dividend Yield | 3.13% | 0.40% | |
| Holdings | 104 | 46 | |
| YTD Return | +26.54% | -0.06% | |
| 1Y Return | +30.90% | - | |
| 3Y Return (annualized) | +16.29% | - | |
| 5Y Return (annualized) | +9.65% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -1.9% | |
| Fund Family | Charles Schwab Asset Management | Principal Funds | |
| Category | Equity | Fixed Income | |
| Inception | Oct 20, 2011 | May 21, 2026 |
SCHD vs WDE Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Principal Securitized Debt ETF (WDE) is a ETF from Principal Funds. Year to date, SCHD is up 26.54% versus a loss of 0.06% for WDE.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -1.9% for WDE. 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 WDE charges 0.19%. On a $10,000 position that is $6 vs $19 annually, a gap of $13 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.40% for WDE.
Holdings Overlap
SCHD and WDE share 1 holdings out of 116 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in WDE | Difference |
|---|---|---|---|
| GVMXX | 0.05% | 2.41% | 2.36% |
Frequently Asked Questions
Which is cheaper, SCHD or WDE?
SCHD has an expense ratio of 0.06% while WDE charges 0.19%. SCHD is the cheaper option. On a $10,000 investment, that is $13 per year of difference.
What is the holdings overlap between SCHD and WDE?
SCHD and WDE share 1 common holdings with a 0.1% weight overlap. Combined, they hold 116 unique securities.
Which pays a higher dividend, SCHD or WDE?
SCHD yields 3.13% while WDE yields 0.40%, so SCHD currently pays the higher dividend yield.
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