SCHD vs WISD

SCHD vs WISD

Which is better, SCHD or WISD?

Large Cap Value against Short Term Bond.

SCHD has a lower expense ratio.

Lower Fees: 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

MetricSCHDWISD
Expense Ratio0.06%Best0.42%
AUM$112.1B$382M
Dividend Yield3.00%2.92%
Holdings103194
Fund FamilyCharles Schwab Asset ManagementWisdomTree Investments
CategoryEquityFixed Income
StyleLarge Cap ValueShort Term Bond
InceptionOct 20, 2011Dec 19, 2024

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 98 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SCHD has data through Sep 11, 2026 and WISD through Jun 5, 2026.

Fees and Cost Over Time

SCHD charges 0.06% per year while WISD 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 3.00% against 2.92% for WISD.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 120 in WISD, totalling 100.0% and 68.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 243 days apart, SCHD as of Aug 31, 2026 and WISD as of Dec 31, 2025, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 100 positions we hold weights for in SCHD and 120 in WISD, against full books of 103 and 194.

You are not choosing between two funds in isolation.

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

SCHDWISD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or WISD?

SCHD has an expense ratio of 0.06% while WISD charges 0.42%. SCHD is the cheaper option, by $36 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or WISD?

SCHD yields 3.00% while WISD yields 2.92%, so SCHD currently pays the higher dividend yield.

Is WISD better than SCHD?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.