SCHD vs WDE
Schwab US Dividend Equity ETF vs Principal Securitized Debt ETF
Which is better, SCHD or WDE?
SCHD costs less.
SCHD has a lower expense ratio.
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 | WDE |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.19% |
| AUM | $112.2B | $20M |
| Dividend Yield | 3.13% | 0.40% |
| Holdings | 103 | 46 |
| YTD Return | +27.56%Best | -0.86% |
| 1Y Return | +30.29% | - |
| 3Y Return (annualized) | +16.37% | - |
| 5Y Return (annualized) | +10.23% | - |
| Fund Family | Charles Schwab Asset Management | Principal Funds |
| Category | Equity | Fixed Income |
| Style | Large Cap Value | - |
| Inception | Oct 20, 2011 | May 21, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
SCHD vs WDE 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
SCHD vs WDE Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Principal Securitized Debt ETF (WDE) is an ETF from Principal Funds. Year to date, SCHD is up 27.56% versus a loss of 0.86% for WDE.
Past performance does not guarantee future results.
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
At least 0.1% of SCHD's money is in holdings WDE also owns.
Stated as a floor: for WDE, our book for it covers 38.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 100 positions we hold weights for in SCHD and 17 in WDE, against full books of 103 and 46.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in WDE | Difference |
|---|---|---|---|
| GVMXXState Street Institutional US Government Money Market Fund | 0.05% | 1.52% | 1.47% |
You are not choosing between two funds in isolation.
Whichever of SCHD and WDE 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 WDE?
SCHD has an expense ratio of 0.06% while WDE charges 0.19%. SCHD is the cheaper option, by $13 a year on a $10,000 investment.
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.
Is WDE better than SCHD?
SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.