SCHD vs WDNA
Schwab US Dividend Equity ETF vs Wisdomtree BioRevolution Fund
Which is better, SCHD or WDNA?
Large Cap Value against Mid Cap Growth.
SCHD has a lower expense ratio. SCHD led over 3Y, 5Y and the full window, WDNA over 1Y. WDNA is less concentrated, with 32.4% of the fund in its ten largest positions against 41.8%.
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 | WDNA |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.45% |
| AUM | $112.1B | $3M |
| Dividend Yield | 3.00% | 3.34% |
| Holdings | 103 | 87 |
| YTD Return | +25.07% | +30.84%Best |
| 1Y Return | +27.61% | +49.44%Best |
| 3Y Return (annualized) | +15.74%Best | +11.30% |
| 5Y Return (annualized) | +9.89%Best | -3.38% |
| Volatility (annualized) | 14.6%Best | 24.0% |
| Max Drawdown | -16.9%Best | -58.9% |
| $10,000 over 5 years | $16,025Best | $8,420 |
| Top 10 Weight | 41.8% | 32.4%Best |
| Fund Family | Charles Schwab Asset Management | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Mid Cap Growth |
| Inception | Oct 20, 2011 | Jun 3, 2021 |
Volatility and max drawdown are measured over the window both funds cover: Jun 3, 2021 to Sep 11, 2026 (5.3 years).
SCHD vs WDNA 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 5.3 years both funds cover.
SCHD vs WDNA Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Wisdomtree BioRevolution Fund (WDNA) is an ETF from WisdomTree Investments. Over the past year SCHD returned +27.61% while WDNA returned +49.44%. Year to date, SCHD is up 25.07% versus a gain of 30.84% for WDNA.
Over three years, SCHD compounded at +15.74% per year against +11.30% for WDNA; over five years the annualized figures are +9.89% and -3.38% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WDNA has been the more volatile fund, with annualized monthly volatility of 24.0% compared with 14.6% for SCHD. 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 -16.9% for SCHD and -58.9% for WDNA. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.54. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while WDNA 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 3.34% for WDNA.
Holdings Overlap
9.5% of SCHD's money is in holdings WDNA also owns. 2.4% of WDNA's money is in holdings SCHD also owns.
SCHD and WDNA share little of their money.
2 positions in common, counted across the 100 positions we hold weights for in SCHD and 79 in WDNA, against full books of 103 and 87.
What only one of them owns
Our book lists 60 positions for WDNA that do not appear in our book for SCHD (78.6% of the fund), and 97 for SCHD that do not appear in WDNA (90.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of SCHD and WDNA 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 WDNA?
SCHD has an expense ratio of 0.06% while WDNA charges 0.45%. SCHD is the cheaper option, by $39 a year on a $10,000 investment.
Which performed better, SCHD or WDNA?
Over the past year SCHD returned +27.61% vs +49.44% for WDNA, so WDNA leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or WDNA?
WDNA has been the more volatile fund at 24.0% annualized versus 14.6% for SCHD. Worst drawdown: SCHD -16.9% vs WDNA -58.9%.
Should I hold both SCHD and WDNA?
SCHD and WDNA have a monthly-return correlation of 0.54, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCHD and WDNA?
9.5% of SCHD's money is in holdings WDNA also owns. 2.4% of WDNA's is in holdings SCHD also owns. They hold 2 positions in common, counted across the 100 positions we hold weights for in SCHD and 79 in WDNA.
Which pays a higher dividend, SCHD or WDNA?
SCHD yields 3.00% while WDNA yields 3.34%, so WDNA currently pays the higher dividend yield.
Is WDNA better than SCHD?
SCHD has a lower expense ratio. SCHD led over 3Y, 5Y and the full window, WDNA over 1Y. WDNA is less concentrated, with 32.4% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.