SCHD vs WOMN
SCHD vs WOMN
Schwab US Dividend Equity ETF vs Impact Shares Women's Empowerment ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. WOMN offers more diversification with 203 holdings.
Side-by-Side Comparison
| Metric | SCHD | WOMN | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.75% | |
| AUM | $103.7B | $56M | |
| Dividend Yield | 3.31% | 1.15% | |
| Holdings | 104 | 204 | |
| YTD Return | +23.53% | +9.24% | |
| 1Y Return | +30.95% | +15.85% | |
| 3Y Return (annualized) | +14.72% | +13.87% | |
| 5Y Return (annualized) | +9.56% | +9.21% | |
| Volatility (annualized) | 13.6% | 16.6% | |
| Max Drawdown | -33.4% | -32.2% | |
| Fund Family | Charles Schwab Asset Management | Impact shares | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Aug 24, 2018 |
SCHD vs WOMN Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Impact Shares Women's Empowerment ETF (WOMN) is a ETF from Impact shares. Over the past year SCHD returned +30.95% while WOMN returned +15.85%. Year to date, SCHD is up 23.53% versus a gain of 9.24% for WOMN.
Over three years, SCHD compounded at +14.72% per year against +13.87% for WOMN; over five years the annualized figures are +9.56% and +9.21% respectively. Across the full 8-year window we track, WOMN has the edge at +12.87% annualized vs +11.35%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WOMN has been the more volatile fund, with annualized monthly volatility of 16.6% 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 -33.4% for SCHD and -32.2% for WOMN. 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHD charges 0.06% per year while WOMN charges 0.75%. On a $10,000 position that is $6 vs $75 annually, a gap of $69 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 1.15% for WOMN.
Holdings Overlap
SCHD and WOMN share 28 holdings out of 275 unique holdings combined, representing a 21.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in WOMN | Difference |
|---|---|---|---|
| VZ | 3.68% | 3.07% | 0.61% |
| UNH | 4.54% | 1.37% | 3.17% |
| TXN | 3.70% | 2.20% | 1.50% |
| MRK | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| ABT | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
See all 10 holdings SCHD shares with WOMN 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, SCHD or WOMN?
SCHD has an expense ratio of 0.06% while WOMN charges 0.75%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
Which performed better, SCHD or WOMN?
Over the past year SCHD returned +30.95% vs +15.85% for WOMN, so SCHD leads on 1-year performance. Over the longest common window we track (8 years), SCHD annualized +11.35% vs +12.87% for WOMN. Past performance does not guarantee future results.
Which is riskier, SCHD or WOMN?
WOMN has been the more volatile fund at 16.6% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs WOMN -32.2%.
Should I hold both SCHD and WOMN?
SCHD and WOMN have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and WOMN?
SCHD and WOMN share 28 common holdings with a 21.1% weight overlap. Combined, they hold 275 unique securities.
Which pays a higher dividend, SCHD or WOMN?
SCHD yields 3.31% while WOMN yields 1.15%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.