SCHD vs WMSB
Schwab US Dividend Equity ETF vs Weitz Multisector Bond ETF
Which is better, SCHD or WMSB?
SCHD has been ahead.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
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 | WMSB |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.65% |
| AUM | $119.9B | $27M |
| Dividend Yield | 2.96% | 5.49% |
| Holdings | 204 | 187 |
| YTD Return | +33.09%Best | +1.35% |
| 1Y Return | +37.17%Best | +2.66% |
| 3Y Return (annualized) | +20.32% | - |
| 5Y Return (annualized) | +10.36% | - |
| Volatility (annualized) | 16.6% | 3.6%Best |
| Max Drawdown | -6.9% | -2.7%Best |
| $10,000 over 1 years | $13,958Best | $10,296 |
| Fund Family | Charles Schwab Asset Management | Weitz Investment Management, Inc |
| Category | Equity | Fixed Income |
| Style | Large Cap Value | - |
| Inception | Oct 20, 2011 | Nov 4, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Nov 5, 2025 to Nov 11, 2026 (1 years).
SCHD vs WMSB 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 WMSB Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Weitz Multisector Bond ETF (WMSB) is an ETF from Weitz Investment Management, Inc. Over the past year SCHD returned +37.17% while WMSB returned +2.66%. Year to date, SCHD is up 33.09% versus a gain of 1.35% for WMSB.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 3.6% for WMSB. 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 -6.9% for SCHD and -2.7% for WMSB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHD charges 0.06% per year while WMSB charges 0.65%. On a $10,000 position that is $6 vs $65 annually, a gap of $59 per year that compounds over a long holding period. On income, SCHD currently yields 2.96% against 5.49% for WMSB.
Holdings Overlap
We hold position weights for 98 holdings in SCHD and 24 in WMSB, totalling 99.8% and 28.9% 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 98 positions we hold weights for in SCHD and 24 in WMSB, against full books of 204 and 187.
You are not choosing between two funds in isolation.
Whichever of SCHD and WMSB 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 WMSB?
SCHD has an expense ratio of 0.06% while WMSB charges 0.65%. SCHD is the cheaper option, by $59 a year on a $10,000 investment.
Which performed better, SCHD or WMSB?
Over the past year SCHD returned +37.17% vs +2.66% for WMSB, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +39.58% vs +2.96% for WMSB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or WMSB?
SCHD has been the more volatile fund at 16.6% annualized versus 3.6% for WMSB. Worst drawdown: SCHD -6.9% vs WMSB -2.7%.
Should I hold both SCHD and WMSB?
SCHD and WMSB have a monthly-return correlation of 0.70, 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 WMSB?
SCHD yields 2.96% while WMSB yields 5.49%, so WMSB currently pays the higher dividend yield.
Is WMSB better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.