Compare SCHD vs. DGRW ETF performance
Comparing 2 ETFs | Performance (December 29, 2025 - March 27, 2026) |
SCHD DGRW |
Comparison analysis Schwab U.S. Dividend Equity ETF (SCHD) provides exposure to the US High Dividend segment. WisdomTree U.S. Quality Dividend Growth Fund (DGRW) belongs to the US Multi-Factor segment. Both funds use a Direct (Physical) replication method to follow their index with SCHD using the Full replication approach and DGRW applying the Optimized sampling model. Both SCHD and DGRW distribute dividends, with a TTM distribution yield of 3.47% and 1.47% respectively. Energy, Consumer Staples and Health Care are SCHD’s top sector exposures, while DGRW invests in Information Technology, Health Care and Communication Services as its top 3. SCHD’s top underlying securities are LOCKHEED MARTIN (4.89%), VERIZON COMMUNICATIONS (4.33%) and CHEVRON TEXACO (4.32%). DGRW’s top underlying securities are NVIDIA (5.67%), APPLE (5.43%) and MICROSOFT-T (4.66%). With a Total Expense Ratio (TER) of 0.06%, SCHD is cheaper than DGRW, with 0.28%. SCHD has a 3M average daily volume (ADV) of +$667M vs. +$99M for DGRW. The recorded 1Y bid-ask spread is +3.63bps (SCHD) and +3.51bps (DGRW). The table below shows the full side-by-side ETF comparison of SCHD and DGRW, with detailed data on performance, flows, liquidity, exposure to individual stocks, segments, sectors, and geographies, helping you select the best ETFs. |
SCHD Schwab U.S. Dividend Equity ETF - USDThis ETF provides exposure to Other Large Cap US Equities ISIN US8085247976 | DGRW WisdomTree U.S. Quality Dividend Growth Fund - USDThis ETF provides exposure to Other Large and Mid-Cap US Equities ISIN US97717X6691 |
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Product Type | Passive ETF | Passive ETF | ||
Strategy | Long only | Long only | ||
NAV | $30.45 | $85.81 | ||
AuM | - | - | ||
E/R | 0.06% | 0.28% | ||
Rating | ||||
Provider | ||||
Investment strategy | The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100™ Index. | WisdomTree U.S. Quality Dividend Growth Fund** seeks to track the investment results of dividend-paying large-cap companies with growth characteristics in the U.S. equity market. | ||
Dividend policy | Distribution | Distribution | ||
Tax optimisation | ||||
PEA | ||||
UK Reporting | ||||
Performance and flows | Perf. Flows | Perf. Flows | ||
1 month | -3.34% To view, create a free account | -7.60% To view, create a free account | ||
3 months | +11.22% | -4.50% | ||
1 year | +14.01% | +8.35% | ||
3 years | +43.64% | +48.77% | ||
5 years | +48.49% | +63.02% | ||
Month to date | -3.34% | -7.60% | ||
Quarter to date | +11.90% | -3.79% | ||
Year to date | +11.90% | -3.79% | ||
Volatility and risk | 1 year 3 years 5 years | 1 year 3 years 5 years | ||
Volatility | To view, create a free account | To view, create a free account | ||
Perf./Volatility | ||||
Max drawdown | ||||
Create a free Trackinsight Essentials account to unlock insights Access exclusive metrics and features to support your investment decisions. | ||||
Exposure | ||||
Countries | ||||
Sectors or issuer types | ||||
Number of holdings | 97 | 199 | ||
Weight of top 15 holdings | ||||
Top 15 holdings | LOCKHEED MARTIN VERIZON COMMUNICATIONS CHEVRON TEXACO MERCK & CO INC TEXAS INSTRUMENTS BRISTOL-MYERS SQUIBB CONOCOPHILLIPS ALTRIA GROUP COCA-COLA PEPSICO U AMGEN-T HOME DEPOT CISCO-T ABBVIE UNITED PARCEL SERVICE-CL To view, create a free account | NVIDIA APPLE MICROSOFT-T EXXON HOME DEPOT CHEVRON TEXACO COCA-COLA META PLATFORMS JOHNSON&JOHNSON ALPHABET INC-CL ALPHABET INC-CL BROADCOM LIMITED UNITEDHEALTH GRP MCDONALD'S T-MOBILE US INC To view, create a free account | ||
Replication | ||||
Benchmark | ||||
Replication method | ||||
Replication model | ||||
Trackinsight replication rating | ||||
Tracking error (1Y) | ||||
Tracking difference (1Y) | ||||
Sustainability | ||||
ESG Consensus® |  |  | ||
SDG |
Frequently asked questions about SCHD and DGRW
How did SCHD and DGRW perform in 2026?
As of 3/27/2026, SCHD has delivered a year-to-date performance of 11.90%, while DGRW has returned -3.79%.
Which ETF shows higher volatility: SCHD or DGRW?
As of 3/27/2026, SCHD reported a 1-year volatility of 15.85%, whereas DGRW registered volatility 15.41% over the same period.
How do SCHD and DGRW differ in sector exposure?
As of 3/27/2026, SCHD is primarily exposed to sectors such as Energy, weight 21.15%, Consumer Staples, weight 17.00% and Health Care, weight 15.95%. The top sectors in DGRW feature Information Technology, weight 27.16%, Health Care, weight 13.91% and Communication Services, weight 12.01%.
How do SCHD and DGRW differ in geographic exposure?
As of 3/27/2026, SCHD has its largest country exposures in USA, weight 95.41% and Jersey, weight 1.07%. The top countries in DGRW feature USA, weight 99.81%.
How do SCHD and DGRW differ in terms of holdings?
As of 3/27/2026, SCHD include LOCKHEED MARTIN, weight 4.89%, VERIZON COMMUNICATIONS, weight 4.33% and CHEVRON TEXACO, weight 4.32%. The top positions in DGRW feature NVIDIA, weight 5.67%, APPLE, weight 5.43% and MICROSOFT-T, weight 4.66%.
Is SCHD or DGRW more diversified?
As of 3/27/2026, SCHD holds 97 securities, with 60.62% of its assets allocated to its top 15 positions. DGRW, by comparison, includes 199 holdings and has 47.14% concentrated in its top 15.
Which ETF has a higher distribution yield: SCHD or DGRW?
As of 3/27/2026, SCHD has a trailing 12-month yield of 3.47%, while DGRW offers 1.47%.
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