SCHD vs WDRN

SCHD vs WDRN

Which is better, SCHD or WDRN?

Large Cap Value against All Cap Blend.

SCHD has a lower expense ratio. WDRN is less concentrated, with 34.4% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDLess Concentrated: WDRN

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

MetricSCHDWDRN
Expense Ratio0.06%Best0.45%
AUM$112.1B$21M
Dividend Yield3.00%0.00%
Holdings10373
YTD Return+21.99%Best-14.27%
1Y Return+25.92%-
3Y Return (annualized)+15.66%-
5Y Return (annualized)+9.48%-
Top 10 Weight41.8%34.4%Best
Fund FamilyCharles Schwab Asset ManagementWisdomTree Investments
CategoryEquityEquity
StyleLarge Cap ValueAll Cap Blend
InceptionOct 20, 2011May 14, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

SCHD vs WDRN 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 WDRN Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and WisdomTree Physical AI, Humanoids, and Drones Fund ETF (WDRN) is an ETF from WisdomTree Investments. Year to date, SCHD is up 21.99% versus a loss of 14.27% for WDRN.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while WDRN 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 0.00% for WDRN.

Holdings Overlap

SCHD already in WDRN2.5%
WDRN already in SCHD1.2%

2.5% of SCHD's money is in holdings WDRN also owns. 1.2% of WDRN's money is in holdings SCHD also owns.

SCHD and WDRN share little of their money.

1 positions in common, counted across the 100 positions we hold weights for in SCHD and 57 in WDRN, against full books of 103 and 73.

What only one of them owns

Our book lists 31 positions for WDRN that do not appear in our book for SCHD (58.2% of the fund), and 98 for SCHD that do not appear in WDRN (97.4%).

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.

Top Shared Holdings

StockWeight in SCHDWeight in WDRNDifference
QCOMQualcomm Inc.2.52%1.16%1.36%

You are not choosing between two funds in isolation.

Whichever of SCHD and WDRN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDWDRN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or WDRN?

SCHD has an expense ratio of 0.06% while WDRN charges 0.45%. SCHD is the cheaper option, by $39 a year on a $10,000 investment.

What is the holdings overlap between SCHD and WDRN?

2.5% of SCHD's money is in holdings WDRN also owns. 1.2% of WDRN's is in holdings SCHD also owns. They hold 1 positions in common, counted across the 100 positions we hold weights for in SCHD and 57 in WDRN.

Which pays a higher dividend, SCHD or WDRN?

SCHD yields 3.00% while WDRN yields 0.00%, so SCHD currently pays the higher dividend yield.

Is WDRN better than SCHD?

SCHD has a lower expense ratio. WDRN is less concentrated, with 34.4% 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.