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SCHD vs DTD
Schwab U.S. Dividend Equity ETF vs WisdomTree U.S. Total Dividend Fund
Key differences
- SCHD costs 0.22% less per year.
- SCHD is significantly larger than DTD — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, DTD has delivered higher annualized returns.
- DTD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHD | DTD | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.28% |
| Fund size (AUM) | $91.1B | $1.6B |
| Since | 2011 | 2006 |
| Dividend yield | 3.29% | 1.86% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.1% | +24.1% |
| CAGR 3Y | +16.2% | +18.3% |
| CAGR 5Y | +8.7% | +11.8% |
| Sharpe 3Y | 0.95 | 1.18 |
| Volatility 1Y | 11.01% | 9.38% |
| Max drawdown | -33.37% | -37.29% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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