SCHD vs WSDB

SCHD vs WSDB
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Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDWSDBWinner
Expense Ratio0.06%0.45%
AUM$108.7B$7M
Dividend Yield3.13%1.29%
Holdings1040
YTD Return+26.54%+0.78%
1Y Return+30.90%-
3Y Return (annualized)+16.29%-
5Y Return (annualized)+9.65%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-0.6%
Fund FamilyCharles Schwab Asset ManagementWeitz Investment Management, Inc
CategoryEquityFixed Income
InceptionOct 20, 2011Mar 31, 2026

SCHD vs WSDB Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Weitz Short Duration Bond ETF (WSDB) is a ETF from Weitz Investment Management, Inc. Year to date, SCHD is up 26.54% versus a gain of 0.78% for WSDB.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -0.6% for WSDB. 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 WSDB charges 0.45%. On a $10,000 position that is $6 vs $45 annually, a gap of $39 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 1.29% for WSDB.

Frequently Asked Questions

Which is cheaper, SCHD or WSDB?

SCHD has an expense ratio of 0.06% while WSDB charges 0.45%. SCHD is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

Which pays a higher dividend, SCHD or WSDB?

SCHD yields 3.13% while WSDB yields 1.29%, so SCHD currently pays the higher dividend yield.

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