SmarterDividends

DGRW vs SCHD: Yield, Cost and Returns Compared

As of Nov 8, 2026, SCHD yields more: 3.00% (dividend yield) against 1.27% for DGRW. SCHD is cheaper to own at 0.06% a year vs 0.28%. Over the same 13 years (May 2013 to Oct 2026), DGRW returned 13.1% a year with distributions reinvested, and SCHD 12.7%.

ComparedDGRWSCHD
YieldDividend yield1.27%3.00%
Expense ratio0.28%0.06%
Total return, 1 yr+12.0%+38.5%
Total return, 3 yr (a year)+18.0%+20.7%
Total return, 5 yr (a year)+11.4%+10.6%
Total return, 10 yr (a year)+14.2%+13.7%
Worst drop since May 2013-19.3%-21.6%
Share price since May 2013+300%+223%
PaysMonthlyQuarterly
IssuerWisdomTreeSchwab
Assets$16.9B$121.1B
Started20132011
TypeLarge BlendLarge Value

Higher yield

SCHD

3.00%

Lower cost

SCHD

0.06%

Better total return

DGRW

13.1%/yr

Smaller worst drop

DGRW

-19.3%

Key facts: DGRW vs SCHD

Data as of · Source: SmarterDividends data

  • As of Nov 8, 2026, DGRW yields 1.27% (dividend yield) and SCHD yields 3.00% (dividend yield).
  • DGRW's expense ratio is 0.28% and SCHD's is 0.06%: $28 vs $6 a year on $10,000.
  • From May 2013 to Oct 2026, $10,000 in DGRW grew to $51,985 (13.1% a year) and $10,000 in SCHD to $49,488 (12.7% a year), distributions reinvested.
  • Their worst month-end drops over that time: -19.3% for DGRW and -21.6% for SCHD.
  • 3 of DGRW's top ten holdings are also in SCHD's top ten, an overlap of at least 9% of the fund.
Cite this page

SmarterDividends, "DGRW vs SCHD: Yield, Cost and Returns Compared," updated Nov 8, 2026, https://smarterdividends.com/compare/dgrw-vs-schd

$10,000 in each, May 2013 to Oct 2026

Distributions reinvested, month-end values, with the S&P 500 for reference.

DGRW became

$51,985

13.1% a year

SCHD became

$49,488

12.7% a year

Try other dates, monthly additions or more tickers →

Year by year

YearDGRWSCHD
2025+12.2%+4.3%
2024+16.8%+11.7%
2023+18.6%+4.5%
2022−6.3%−3.3%
2021+24.5%+29.8%
2020+13.9%+15.0%
2019+29.5%+27.3%
2018−5.4%−5.6%
2017+26.9%+20.8%
2016+12.1%+16.2%
2015−0.2%−0.4%
2014+13.7%+11.4%

Total return each calendar year, distributions reinvested.

Top holdings

3 of the top ten overlap, at least 9% of each fund.

DGRW

  1. NVDA NVIDIA Corp7.9%
  2. MSFT Microsoft Corp7.8%
  3. AAPL Apple Inc4.5%
  4. KO Coca-Cola Co3.2%
  5. META Meta Platforms Inc Class A3.1%
  6. UNH UnitedHealth Group Inc2.8%
  7. HD The Home Depot Inc2.5%
  8. JNJ Johnson & Johnson2.4%
  9. ABBV AbbVie Inc2.4%
  10. XOM ExxonMobil Holdings Corp2.1%

SCHD

  1. TXN Texas Instruments Inc4.6%
  2. COP ConocoPhillips4.3%
  3. CVX Chevron Corp4.3%
  4. PG Procter & Gamble Co4.2%
  5. KO Coca-Cola Co4.1%
  6. AMGN Amgen Inc4.1%
  7. HD The Home Depot Inc4.0%
  8. UNH UnitedHealth Group Inc3.9%
  9. MRK Merck & Co Inc3.8%
  10. PEP PepsiCo Inc3.8%

DGRW vs SCHD: questions

Is DGRW or SCHD better?

It depends on the job. SCHD pays more today (3.00% vs 1.27%), SCHD costs less, and DGRW has the better total return over May 2013 to Oct 2026, with DGRW holding up better in its worst stretch. For income, look at yield and whether the payouts hold up; for growth, total return and drawdowns.

Which pays a higher dividend, DGRW or SCHD?

SCHD, at 3.00% against 1.27% for DGRW as of Nov 8, 2026. On $10,000 that's about $300 vs $127 a year at today's rates.

Which has the better total return?

DGRW. From May 2013 to Oct 2026, it returned 13.1% a year with distributions reinvested, against 12.7% for SCHD. $10,000 became $51,985 vs $49,488.

Which is cheaper, DGRW or SCHD?

SCHD, with a 0.06% expense ratio against 0.28%.

Do DGRW and SCHD hold the same things?

Partly. 3 of their top ten holdings match (KO, UNH, HD), at least 9% of each fund. Owning both doubles up on those.

Yields, costs and holdings as each fund reports them (via Yahoo Finance), updated daily; returns from month-end prices with distributions reinvested. For information only, not investment advice. Last fund data: Nov 8, 2026.