CEW vs. SCHD
Compare and contrast key facts about WisdomTree Emerging Currency Strategy Fund (CEW) and Schwab US Dividend Equity ETF (SCHD).
CEW and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CEW is an actively managed fund by WisdomTree. It was launched on May 6, 2009. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CEW or SCHD.
Correlation
The correlation between CEW and SCHD is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
CEW vs. SCHD - Performance Comparison
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Key characteristics
CEW:
6.30%
SCHD:
10.77%
CEW:
-0.71%
SCHD:
-0.97%
CEW:
-0.44%
SCHD:
-0.27%
Returns By Period
CEW
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SCHD
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CEW vs. SCHD - Expense Ratio Comparison
CEW has a 0.55% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
CEW vs. SCHD — Risk-Adjusted Performance Rank
CEW
SCHD
CEW vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Currency Strategy Fund (CEW) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
CEW vs. SCHD - Dividend Comparison
CEW's dividend yield for the trailing twelve months is around 5.04%, more than SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CEW WisdomTree Emerging Currency Strategy Fund | 5.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CEW vs. SCHD - Drawdown Comparison
The maximum CEW drawdown since its inception was -0.71%, smaller than the maximum SCHD drawdown of -0.97%. Use the drawdown chart below to compare losses from any high point for CEW and SCHD. For additional features, visit the drawdowns tool.
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Volatility
CEW vs. SCHD - Volatility Comparison
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