SCHD vs WIMA
Schwab US Dividend Equity ETF vs WisdomTree International Adaptive Moving Average Fund ETF
Quick Verdict
SCHD has a lower expense ratio. WIMA offers more diversification with 490 holdings.
Side-by-Side Comparison
| Metric | SCHD | WIMA | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.42% | |
| AUM | $108.7B | $73M | |
| Dividend Yield | 3.13% | 0.98% | |
| Holdings | 104 | 490 | |
| YTD Return | +27.93% | +13.29% | |
| 1Y Return | +30.06% | - | |
| 3Y Return (annualized) | +16.25% | - | |
| 5Y Return (annualized) | +10.03% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -4.8% | |
| Fund Family | Charles Schwab Asset Management | WisdomTree Investments | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Mar 12, 2026 |
SCHD vs WIMA Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and WisdomTree International Adaptive Moving Average Fund ETF (WIMA) is a ETF from WisdomTree Investments. Year to date, SCHD is up 27.93% versus a gain of 13.29% for WIMA.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -4.8% for WIMA. 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 WIMA charges 0.42%. On a $10,000 position that is $6 vs $42 annually, a gap of $36 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.98% for WIMA.
Holdings Overlap
SCHD and WIMA share 1 holdings out of 581 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in WIMA | Difference |
|---|---|---|---|
| MRK | 4.26% | 0.10% | 4.16% |
Frequently Asked Questions
Which is cheaper, SCHD or WIMA?
SCHD has an expense ratio of 0.06% while WIMA charges 0.42%. SCHD is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
What is the holdings overlap between SCHD and WIMA?
SCHD and WIMA share 1 common holdings with a 0.1% weight overlap. Combined, they hold 581 unique securities.
Which pays a higher dividend, SCHD or WIMA?
SCHD yields 3.13% while WIMA yields 0.98%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.