DWUS vs SCHD
DWUS vs SCHD
Advisorshares Dorsey Wright Fsm Us Core Etf vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | DWUS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.08% | 0.06% | |
| AUM | $115M | $103.7B | |
| Dividend Yield | 0.03% | 3.31% | |
| Holdings | 3 | 104 | |
| YTD Return | +10.22% | +23.53% | |
| 1Y Return | +16.45% | +30.95% | |
| 3Y Return (annualized) | +17.22% | +14.72% | |
| 5Y Return (annualized) | +9.80% | +9.56% | |
| Volatility (annualized) | 18.3% | 13.6% | |
| Max Drawdown | -30.5% | -33.4% | |
| Fund Family | Advisor Shares | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 26, 2019 | Oct 20, 2011 |
DWUS vs SCHD Performance
Advisorshares Dorsey Wright Fsm Us Core Etf (DWUS) is a ETF from Advisor Shares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DWUS returned +16.45% while SCHD returned +30.95%. Year to date, DWUS is up 10.22% versus a gain of 23.53% for SCHD.
Over three years, DWUS compounded at +17.22% per year against +14.72% for SCHD; over five years the annualized figures are +9.80% and +9.56% respectively. Across the full 7-year window we track, DWUS has the edge at +14.36% annualized vs +11.35%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DWUS has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -30.5% for DWUS and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DWUS charges 1.08% per year while SCHD charges 0.06%. On a $10,000 position that is $108 vs $6 annually, a gap of $102 per year that compounds over a long holding period. On income, DWUS currently yields 0.03% against 3.31% for SCHD.
Holdings Overlap
DWUS and SCHD share 0 holdings out of 103 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DWUS or SCHD?
DWUS has an expense ratio of 1.08% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $102 per year of difference.
Which performed better, DWUS or SCHD?
Over the past year DWUS returned +16.45% vs +30.95% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), DWUS annualized +14.36% vs +11.35% for SCHD. Past performance does not guarantee future results.
Which is riskier, DWUS or SCHD?
DWUS has been the more volatile fund at 18.3% annualized versus 13.6% for SCHD. Worst drawdown: DWUS -30.5% vs SCHD -33.4%.
Should I hold both DWUS and SCHD?
DWUS and SCHD have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DWUS and SCHD?
DWUS and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.
Which pays a higher dividend, DWUS or SCHD?
DWUS yields 0.03% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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