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SCHD vs WDIV

Schwab U.S. Dividend Equity ETF vs State Street SPDR S&P Global Dividend ETF

SCHD

Schwab U.S. Dividend Equity ETF

Schwab ETFs

Annual cost

0.06%

Fund size

$91.1B

WDIV

State Street SPDR S&P Global Dividend ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$266M

Key differences

  • SCHD costs 0.34% less per year.
  • SCHD is significantly larger than WDIV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

SCHDWDIV
Annual cost (TER)0.06%0.40%
Fund size (AUM)$91.1B$266M
Since20112013
Dividend yield3.29%4.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.1%+24.8%
CAGR 3Y+16.2%+16.6%
CAGR 5Y+8.7%+8.0%
Sharpe 3Y0.951.06
Volatility 1Y11.01%10.17%
Max drawdown-33.37%-42.34%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCHD and WDIV