SCHD vs WTMF
Schwab US Dividend Equity ETF vs WisdomTree Managed Futures Strategy Fund
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | WTMF | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.66% | |
| AUM | $103.7B | $243M | |
| Dividend Yield | 3.31% | 2.84% | |
| Holdings | 104 | 30 | |
| YTD Return | +24.26% | +8.07% | |
| 1Y Return | +31.38% | +18.00% | |
| 3Y Return (annualized) | +15.08% | +9.73% | |
| 5Y Return (annualized) | +9.72% | +6.40% | |
| Volatility (annualized) | 13.6% | 6.4% | |
| Max Drawdown | -33.4% | -30.8% | |
| Fund Family | Charles Schwab Asset Management | WisdomTree Investments | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Jan 5, 2011 |
SCHD vs WTMF Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and WisdomTree Managed Futures Strategy Fund (WTMF) is a ETF from WisdomTree Investments. Over the past year SCHD returned +31.38% while WTMF returned +18.00%. Year to date, SCHD is up 24.26% versus a gain of 8.07% for WTMF.
Over three years, SCHD compounded at +15.08% per year against +9.73% for WTMF; over five years the annualized figures are +9.72% and +6.40% respectively. Across the full 15-year window we track, SCHD has the edge at +11.39% annualized vs +1.13%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 6.4% for WTMF. 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 -30.8% for WTMF. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.20. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while WTMF charges 0.66%. On a $10,000 position that is $6 vs $66 annually, a gap of $60 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 2.84% for WTMF.
Holdings Overlap
SCHD and WTMF 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 WTMF?
SCHD has an expense ratio of 0.06% while WTMF charges 0.66%. SCHD is the cheaper option. On a $10,000 investment, that is $60 per year of difference.
Which performed better, SCHD or WTMF?
Over the past year SCHD returned +31.38% vs +18.00% for WTMF, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.39% vs +1.13% for WTMF. Past performance does not guarantee future results.
Which is riskier, SCHD or WTMF?
SCHD has been the more volatile fund at 13.6% annualized versus 6.4% for WTMF. Worst drawdown: SCHD -33.4% vs WTMF -30.8%.
Should I hold both SCHD and WTMF?
SCHD and WTMF have a monthly-return correlation of 0.20, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and WTMF?
SCHD and WTMF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, SCHD or WTMF?
SCHD yields 3.31% while WTMF yields 2.84%, so SCHD currently pays the higher dividend yield.
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