DEW vs. SCHD
Compare and contrast key facts about WisdomTree Global High Dividend Fund (DEW) and Schwab US Dividend Equity ETF (SCHD).
DEW and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DEW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Global High Dividend Index. It was launched on Jun 16, 2006. 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. Both DEW and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DEW or SCHD.
Correlation
The correlation between DEW and SCHD is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DEW vs. SCHD - Performance Comparison
Key characteristics
DEW:
1.27
SCHD:
1.15
DEW:
1.73
SCHD:
1.70
DEW:
1.22
SCHD:
1.20
DEW:
2.13
SCHD:
1.63
DEW:
6.77
SCHD:
5.55
DEW:
1.90%
SCHD:
2.33%
DEW:
10.13%
SCHD:
11.24%
DEW:
-65.55%
SCHD:
-33.37%
DEW:
-4.52%
SCHD:
-6.45%
Returns By Period
The year-to-date returns for both stocks are quite close, with DEW having a 12.09% return and SCHD slightly lower at 11.86%. Over the past 10 years, DEW has underperformed SCHD with an annualized return of 5.73%, while SCHD has yielded a comparatively higher 10.89% annualized return.
DEW
12.09%
-3.86%
6.77%
12.84%
6.00%
5.73%
SCHD
11.86%
-5.88%
6.68%
12.28%
11.08%
10.89%
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DEW vs. SCHD - Expense Ratio Comparison
DEW has a 0.58% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
DEW vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Global High Dividend Fund (DEW) 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.
Dividends
DEW vs. SCHD - Dividend Comparison
DEW's dividend yield for the trailing twelve months is around 3.05%, less than SCHD's 3.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DEW WisdomTree Global High Dividend Fund | 3.05% | 4.55% | 3.82% | 3.55% | 4.10% | 3.74% | 4.17% | 3.18% | 3.42% | 4.32% | 5.00% | 3.65% |
SCHD Schwab US Dividend Equity ETF | 3.63% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
DEW vs. SCHD - Drawdown Comparison
The maximum DEW drawdown since its inception was -65.55%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for DEW and SCHD. For additional features, visit the drawdowns tool.
Volatility
DEW vs. SCHD - Volatility Comparison
WisdomTree Global High Dividend Fund (DEW) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.27% and 3.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.