WTV vs. SCHD

Last updated Jun 24, 2026

WTV (WisdomTree U.S. Value Fund) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - WTV is a Mid Cap Value Equities fund actively managed by WisdomTree, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. WTV is actively managed, while SCHD is passively managed. Over the past 5 years, WTV returned 13.43%/yr vs 8.71%/yr for SCHD. Their correlation of 0.85 suggests significant overlap in exposure. WTV charges 0.12%/yr vs 0.06%/yr for SCHD.

Performance

WTV vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Value Fund (WTV) and Schwab U.S. Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WTV achieves a 10.06% return, which is significantly lower than SCHD's 17.72% return.

WTV

• 1D: 0.33%
• 1M: 0.27%
• YTD: 10.06%
• 6M: 9.41%
• 1Y: 22.34%
• 3Y*: 21.29%
• 5Y*: 13.43%
• 10Y*: —

SCHD

• 1D: 0.41%
• 1M: -2.47%
• YTD: 17.72%
• 6M: 17.25%
• 1Y: 24.56%
• 3Y*: 14.60%
• 5Y*: 8.71%
• 10Y*: 12.72%

*Multi-year figures are annualized to reflect compound growth (CAGR)

WTV vs. SCHD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
WTV WisdomTree U.S. Value Fund	10.06%	13.51%	23.99%	22.35%	-8.06%	30.59%	6.15%	29.69%	-8.29%	1.58%
SCHD Schwab U.S. Dividend Equity ETF	17.72%	4.34%	11.66%	4.54%	-3.26%	29.87%	15.03%	27.29%	-5.56%	1.45%

Correlation

The correlation between WTV and SCHD is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.74
Correlation (3Y) Calculated over the trailing 3-year period	0.81
Correlation (5Y) Calculated over the trailing 5-year period	0.86
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017	0.86

The correlation between WTV and SCHD shifts across timeframes, from 0.74 (1 year) to 0.86 (5 years), reflecting how their relationship changes across market environments.

WTV vs. SCHD - Sectors Allocation Comparison

Sectors	WTV	SCHD
Financial Services	18.5%	9.1%
Technology	18.3%	19.4%
Consumer Cyclical	10.6%	6.7%
Industrials	10.3%	7.4%
Consumer Defensive	9.9%	18.5%
Healthcare	7.5%	18.4%
Communication Services	6.5%	6.0%
Energy	6.4%	14.6%
Real Estate	5.4%	-
Utilities	4.5%	0.0%
Basic Materials	2.2%	1.2%

Return for Risk

WTV vs. SCHD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTV

WTV Risk / Return Rank: 61
WTV Sharpe Ratio Rank: 59
WTV Sortino Ratio Rank: 62
WTV Omega Ratio Rank: 57
WTV Calmar Ratio Rank: 66
WTV Martin Ratio Rank: 59

SCHD

SCHD Risk / Return Rank: 77
SCHD Sharpe Ratio Rank: 72
SCHD Sortino Ratio Rank: 80
SCHD Omega Ratio Rank: 70
SCHD Calmar Ratio Rank: 90
SCHD Martin Ratio Rank: 71

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WTV vs. SCHD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Value Fund (WTV) and Schwab U.S. 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	WTV	SCHD	Difference
Sharpe ratio: Return per unit of total volatility	1.89	2.23	-0.34
Sortino ratio: Return per unit of downside risk	2.75	3.40	-0.65
Omega ratio: Gain probability vs. loss probability	1.34	1.40	-0.06
Calmar ratio: Return relative to maximum drawdown	3.14	5.35	-2.21
Martin ratio: Return relative to average drawdown	10.16	12.94	-2.77

WTV vs. SCHD - Sharpe Ratio Comparison

The current WTV Sharpe Ratio is 1.89, which is comparable to the SCHD Sharpe Ratio of 2.23. The chart below compares the historical Sharpe Ratios of WTV and SCHD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

WTV vs. SCHD - Drawdown Comparison

The maximum WTV drawdown since its inception was -42.18%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for WTV and SCHD.

Drawdown Indicators

	WTV	SCHD	Difference
Max Drawdown Largest peak-to-trough decline	-42.18%	-33.37%	-8.81%
Max Drawdown (1Y) Largest decline over 1 year	-7.15%	-4.61%	-2.54%
Max Drawdown (3Y) Largest decline over 3 years	-18.49%	-16.13%	-2.36%
Max Drawdown (5Y) Largest decline over 5 years	-19.30%	-16.85%	-2.45%
Max Drawdown (10Y) Largest decline over 10 years	—	-33.37%	—
Current Drawdown Current decline from peak	-1.54%	-2.47%	+0.93%
Average Drawdown Average peak-to-trough decline	-5.03%	-3.31%	-1.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.20%	1.90%	+0.30%

Volatility

WTV vs. SCHD - Volatility Comparison

WisdomTree U.S. Value Fund (WTV) and Schwab U.S. Dividend Equity ETF (SCHD) have volatilities of 3.65% and 3.58%, 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.

Volatility by Period

	WTV	SCHD	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.65%	3.58%	+0.07%
Volatility (6M) Calculated over the trailing 6-month period	8.20%	7.73%	+0.47%
Volatility (1Y) Calculated over the trailing 1-year period	11.90%	11.07%	+0.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.08%	14.36%	+2.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.16%	16.71%	+3.45%

WTV vs. SCHD - Expense Ratio Comparison

WTV has a 0.12% expense ratio, which is higher than SCHD's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

WTV vs. SCHD - Dividend Comparison

WTV's dividend yield for the trailing twelve months is around 1.66%, less than SCHD's 3.30% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SCHD Schwab U.S. Dividend Equity ETF	3.30%	3.82%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%
WTV WisdomTree U.S. Value Fund	1.66%	1.59%	1.54%	1.62%	2.08%	1.55%	1.63%	1.44%	1.94%	0.41%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WTV and SCHD in my portfolio?

WTV and SCHD have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WTV or SCHD?

WTV has higher volatility (3.65%) compared to SCHD (3.58%). In terms of maximum drawdown, WTV dropped -42.18% vs SCHD's -33.37%.

Which ETF is better, WTV or SCHD?

On 5-year performance, WTV leads with 13.43% vs 8.71% for SCHD. On fees, SCHD is cheaper at 0.06% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, WTV or SCHD?

Over the 5-year period, WTV has performed better with a 13.43% return vs 8.71%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, WTV or SCHD?

SCHD is cheaper with a 0.06% expense ratio, compared with 0.12% for WTV.

Which ETF pays a higher dividend yield, WTV or SCHD?

SCHD has the higher dividend yield at 3.30%, compared with 1.66% for WTV.

What is the main difference between WTV and SCHD?

WTV is categorized as Mid Cap Value Equities, while SCHD is Dividend. They also come from different issuers: WisdomTree and Charles Schwab. Their fees differ too: 0.12% for WTV and 0.06% for SCHD.

Which has better risk-adjusted returns?

SCHD currently has the higher Sharpe Ratio (2.23 vs 1.89), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.