SCHD vs WMTI
Schwab US Dividend Equity ETF vs REX WMT Growth & Income ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | SCHD | WMTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.99% | |
| AUM | $112.2B | $12M | |
| Dividend Yield | 3.13% | 28.83% | |
| Holdings | 103 | 6 | |
| YTD Return | +27.60% | -22.78% | |
| 1Y Return | +29.63% | - | |
| 3Y Return (annualized) | +16.43% | - | |
| 5Y Return (annualized) | +10.05% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -34.1% | |
| Fund Family | Charles Schwab Asset Management | REX Shares | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Nov 4, 2025 |
SCHD vs WMTI Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and REX WMT Growth & Income ETF (WMTI) is a ETF from REX Shares. Year to date, SCHD is up 27.60% versus a loss of 22.78% for WMTI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -34.1% for WMTI. 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 WMTI charges 0.99%. On a $10,000 position that is $6 vs $99 annually, a gap of $93 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 28.83% for WMTI.
Holdings Overlap
SCHD and WMTI share 0 holdings out of 101 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or WMTI?
SCHD has an expense ratio of 0.06% while WMTI charges 0.99%. SCHD is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
What is the holdings overlap between SCHD and WMTI?
SCHD and WMTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, SCHD or WMTI?
SCHD yields 3.13% while WMTI yields 28.83%, so WMTI currently pays the higher dividend yield.
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