SCHD vs WOMN
Schwab US Dividend Equity ETF vs Impact Shares Women's Empowerment ETF
Which is better, SCHD or WOMN?
Large Cap Value against Large Cap Blend.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and 5Y, WOMN over the full window. WOMN is less concentrated, with 33.5% of the fund in its ten largest positions against 41.8%.
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 | WOMN |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.75% |
| AUM | $112.1B | $59M |
| Dividend Yield | 3.00% | 0.79% |
| Holdings | 103 | 204 |
| YTD Return | +24.04%Best | +7.68% |
| 1Y Return | +27.95%Best | +11.04% |
| 3Y Return (annualized) | +15.51%Best | +13.87% |
| 5Y Return (annualized) | +9.80%Best | +8.66% |
| Volatility (annualized) | 16.5%Best | 16.6% |
| Max Drawdown | -33.4% | -32.2%Best |
| $10,000 over 5 years | $15,959Best | $15,148 |
| Top 10 Weight | 41.8% | 33.5%Best |
| Fund Family | Charles Schwab Asset Management | Impact shares |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 20, 2011 | Aug 24, 2018 |
Volatility and max drawdown are measured over the window both funds cover: Aug 28, 2018 to Sep 16, 2026 (8.1 years).
SCHD vs WOMN 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 8.1 years both funds cover.
SCHD vs WOMN Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Impact Shares Women's Empowerment ETF (WOMN) is an ETF from Impact shares. Over the past year SCHD returned +27.95% while WOMN returned +11.04%. Year to date, SCHD is up 24.04% versus a gain of 7.68% for WOMN.
Over three years, SCHD compounded at +15.51% per year against +13.87% for WOMN; over five years the annualized figures are +9.80% and +8.66% respectively. Across the full 8-year window we track, WOMN has the edge at +12.48% annualized vs +11.07%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WOMN has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 16.5% 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 -32.2% for WOMN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHD charges 0.06% per year while WOMN charges 0.75%. On a $10,000 position that is $6 vs $75 annually, a gap of $69 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.79% for WOMN.
Holdings Overlap
71.5% of SCHD's money is in holdings WOMN also owns. 21.2% of WOMN's money is in holdings SCHD also owns.
Most of SCHD is already inside WOMN. Owning both mostly buys the same companies twice.
28 positions in common, counted across the 100 positions we hold weights for in SCHD and 201 in WOMN, against full books of 103 and 204.
What only one of them owns
Our book lists 170 positions for WOMN that do not appear in our book for SCHD (78.4% of the fund), and 71 for SCHD that do not appear in WOMN (28.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in WOMN | Difference |
|---|---|---|---|
| VZVerizon Communic | 3.97% | 3.18% | 0.79% |
| MRKMerck & Company Inc | 4.77% | 1.35% | 3.42% |
| AMGNAmgen Inc. | 4.70% | 0.79% | 3.91% |
| KOCoca Cola Co. | 4.17% | 1.28% | 2.89% |
| CVXChevron Corp | 4.02% | 1.39% | 2.63% |
| ABTAbbott Laboratories | 4.69% | 0.67% | 4.02% |
| TXNTexas Instrument Inc | 3.13% | 1.98% | 1.15% |
| UNHUnitedhealth Group Incorporated | 3.82% | 1.28% | 2.54% |
| HDHome Depot Inc/The | 3.88% | 1.20% | 2.68% |
| PGProcter & Gamble Company | 3.83% | 1.25% | 2.58% |
71.5% of SCHD is already inside WOMN.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or WOMN?
SCHD has an expense ratio of 0.06% while WOMN charges 0.75%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.
Which performed better, SCHD or WOMN?
Over the past year SCHD returned +27.95% vs +11.04% for WOMN, so SCHD leads on 1-year performance. Over the longest common window we track (8 years), SCHD annualized +11.07% vs +12.48% for WOMN. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or WOMN?
WOMN has been the more volatile fund at 16.6% annualized versus 16.5% for SCHD. Worst drawdown: SCHD -33.4% vs WOMN -32.2%.
Should I hold both SCHD and WOMN?
SCHD and WOMN have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCHD and WOMN?
71.5% of SCHD's money is in holdings WOMN also owns. 21.2% of WOMN's is in holdings SCHD also owns. They hold 28 positions in common, counted across the 100 positions we hold weights for in SCHD and 201 in WOMN.
Which pays a higher dividend, SCHD or WOMN?
SCHD yields 3.00% while WOMN yields 0.79%, so SCHD currently pays the higher dividend yield.
Is WOMN better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and 5Y, WOMN over the full window. WOMN is less concentrated, with 33.5% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.