NTSD vs SCHD
NTSD vs SCHD
WisdomTree Efficient US Plus International Equity Fund ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. NTSD offers more diversification with 483 holdings.
Side-by-Side Comparison
| Metric | NTSD | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.06% | |
| AUM | $43M | $103.7B | |
| Dividend Yield | 0.14% | 3.31% | |
| Holdings | 492 | 104 | |
| YTD Return | +23.35% | +23.53% | |
| 1Y Return | - | +30.95% | |
| 3Y Return (annualized) | - | +14.72% | |
| 5Y Return (annualized) | - | +9.56% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -5.6% | -33.4% | |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 19, 2026 | Oct 20, 2011 |
NTSD vs SCHD Performance
WisdomTree Efficient US Plus International Equity Fund ETF (NTSD) is a ETF from WisdomTree Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, NTSD is up 23.35% versus a gain of 23.53% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -5.6% for NTSD and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
NTSD charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, NTSD currently yields 0.14% against 3.31% for SCHD.
Holdings Overlap
NTSD and SCHD share 41 holdings out of 542 unique holdings combined, representing a 6.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in NTSD | Weight in SCHD | Difference |
|---|---|---|---|
| UNH | 0.45% | 4.54% | 4.09% |
| MRK | 0.40% | 4.32% | 3.92% |
| ABT | 0.21% | 4.49% | 4.28% |
| HD | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| TXN | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
See all 10 holdings NTSD shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, NTSD or SCHD?
NTSD has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
What is the holdings overlap between NTSD and SCHD?
NTSD and SCHD share 41 common holdings with a 6.3% weight overlap. Combined, they hold 542 unique securities.
Which pays a higher dividend, NTSD or SCHD?
NTSD yields 0.14% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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