SCHD vs WXET

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDWXETWinner
Expense Ratio0.06%0.95%
AUM$103.7B$7M
Dividend Yield3.31%2.06%
Holdings1043
YTD Return+25.62%+33.05%
1Y Return+32.62%+12.26%
3Y Return (annualized)+15.58%-
5Y Return (annualized)+9.63%-
Volatility (annualized)13.6%31.3%
Max Drawdown-33.4%-48.3%
Fund FamilyCharles Schwab Asset ManagementTeucrium
CategoryEquityCommodity
InceptionOct 20, 2011Dec 12, 2024

SCHD vs WXET Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Teucrium 2x Daily Wheat ETF (WXET) is a ETF from Teucrium. Over the past year SCHD returned +32.62% while WXET returned +12.26%. Year to date, SCHD is up 25.62% versus a gain of 33.05% for WXET.

Risk: Volatility and Drawdowns

WXET has been the more volatile fund, with annualized monthly volatility of 31.3% compared with 13.6% 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 -48.3% for WXET. 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while WXET charges 0.95%. On a $10,000 position that is $6 vs $95 annually, a gap of $89 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 2.06% for WXET.

Frequently Asked Questions

Which is cheaper, SCHD or WXET?

SCHD has an expense ratio of 0.06% while WXET charges 0.95%. SCHD is the cheaper option. On a $10,000 investment, that is $89 per year of difference.

Which performed better, SCHD or WXET?

Over the past year SCHD returned +32.62% vs +12.26% for WXET, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +11.47% vs -11.19% for WXET. Past performance does not guarantee future results.

Which is riskier, SCHD or WXET?

WXET has been the more volatile fund at 31.3% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs WXET -48.3%.

Should I hold both SCHD and WXET?

SCHD and WXET have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SCHD or WXET?

SCHD yields 3.31% while WXET yields 2.06%, so SCHD currently pays the higher dividend yield.

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