SCHD vs WDGF
Schwab US Dividend Equity ETF vs WisdomTree Global Defense Fund ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. WDGF offers more diversification with 113 holdings.
Side-by-Side Comparison
| Metric | SCHD | WDGF | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.45% | |
| AUM | $108.7B | $6M | |
| Dividend Yield | 3.13% | 0.05% | |
| Holdings | 104 | 113 | |
| YTD Return | +26.54% | +10.67% | |
| 1Y Return | +30.90% | +13.11% | |
| 3Y Return (annualized) | +16.29% | - | |
| 5Y Return (annualized) | +9.65% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -18.0% | |
| Fund Family | Charles Schwab Asset Management | WisdomTree Investments | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Sep 12, 2025 |
SCHD vs WDGF Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and WisdomTree Global Defense Fund ETF (WDGF) is a ETF from WisdomTree Investments. Over the past year SCHD returned +30.90% while WDGF returned +13.11%. Year to date, SCHD is up 26.54% versus a gain of 10.67% for WDGF.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -18.0% for WDGF. 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 WDGF 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 3.13% against 0.05% for WDGF.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, SCHD or WDGF?
SCHD has an expense ratio of 0.06% while WDGF charges 0.45%. SCHD is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, SCHD or WDGF?
Over the past year SCHD returned +30.90% vs +13.11% for WDGF, so SCHD leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between SCHD and WDGF?
SCHD and WDGF share 2 common holdings with a 3.2% weight overlap. Combined, they hold 200 unique securities.
Which pays a higher dividend, SCHD or WDGF?
SCHD yields 3.13% while WDGF yields 0.05%, so SCHD currently pays the higher dividend yield.
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