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WDIV vs SCHD

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

WDIV

State Street SPDR S&P Global Dividend ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$266M

SCHD

Schwab U.S. Dividend Equity ETF

Schwab ETFs

Annual cost

0.06%

Fund size

$91.1B

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

WDIVSCHD
Annual cost (TER)0.40%0.06%
Fund size (AUM)$266M$91.1B
Since20132011
Dividend yield4.07%3.29%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.8%+31.1%
CAGR 3Y+16.6%+16.2%
CAGR 5Y+8.0%+8.7%
Sharpe 3Y1.060.95
Volatility 1Y10.17%11.01%
Max drawdown-42.34%-33.37%

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

Similar to WDIV and SCHD