SCHD vs WEAT

SCHD vs WEAT

Which is better, SCHD or WEAT?

Large Cap Value against Agriculture.

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

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

MetricSCHDWEAT
Expense Ratio0.06%Best1.00%
AUM$112.1B$342M
Dividend Yield3.00%0.00%
Holdings10329
YTD Return+23.60%+31.55%Best
1Y Return+28.29%Best+27.72%
3Y Return (annualized)+16.25%Best-3.19%
5Y Return (annualized)+10.25%Best-4.77%
Volatility (annualized)13.7%Best23.4%
Max Drawdown-33.4%Best-84.3%
$10,000 over 5 years$16,289Best$7,832
Fund FamilyCharles Schwab Asset ManagementTeucrium
CategoryEquityCommodity
StyleLarge Cap ValueAgriculture
InceptionOct 20, 2011Sep 19, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 21, 2026 (14.9 years).

SCHD vs WEAT 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 14.9 years both funds cover.

SCHD vs WEAT Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Teucrium Wheat Fund ETF (WEAT) is an ETF from Teucrium. Over the past year SCHD returned +28.29% while WEAT returned +27.72%. Year to date, SCHD is up 23.60% versus a gain of 31.55% for WEAT.

Over three years, SCHD compounded at +16.25% per year against -3.19% for WEAT; over five years the annualized figures are +10.25% and -4.77% respectively. Across the full 15-year window we track, SCHD has the edge at +11.25% annualized vs -9.33%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WEAT has been the more volatile fund, with annualized monthly volatility of 23.4% compared with 13.7% 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 -33.4% for SCHD and -84.3% for WEAT. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.06. They move largely independently of each other.

Fees and Cost Over Time

SCHD charges 0.06% per year while WEAT charges 1.00%. On a $10,000 position that is $6 vs $100 annually, a gap of $94 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.00% for WEAT.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 1 in WEAT, totalling 100.0% and 31.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 100 positions we hold weights for in SCHD and 1 in WEAT, against full books of 103 and 29.

You are not choosing between two funds in isolation.

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

SCHDWEAT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or WEAT?

SCHD has an expense ratio of 0.06% while WEAT charges 1.00%. SCHD is the cheaper option, by $94 a year on a $10,000 investment.

Which performed better, SCHD or WEAT?

Over the past year SCHD returned +28.29% vs +27.72% for WEAT, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.25% vs -9.33% for WEAT. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHD or WEAT?

WEAT has been the more volatile fund at 23.4% annualized versus 13.7% for SCHD. Worst drawdown: SCHD -33.4% vs WEAT -84.3%.

Should I hold both SCHD and WEAT?

SCHD and WEAT have a monthly-return correlation of 0.06, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SCHD or WEAT?

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

Is WEAT better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.