EXEQ vs SCHD
Wedbush ReturnOnLeadership US Large-Cap ETF vs Schwab US Dividend Equity ETF
Which is better, EXEQ or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 46.7%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EXEQ | SCHD |
|---|---|---|
| Expense Ratio | 0.75% | 0.06%Best |
| AUM | $1M | $111.6B |
| Dividend Yield | 0.19% | 3.24% |
| Holdings | 105 | 206 |
| YTD Return | +5.74% | +24.55%Best |
| 1Y Return | - | +29.85% |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Top 10 Weight | 46.7% | 41.6%Best |
| Fund Family | Wedbush Funds | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Feb 13, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
EXEQ vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
EXEQ vs SCHD Performance
Wedbush ReturnOnLeadership US Large-Cap ETF (EXEQ) is an ETF from Wedbush Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, EXEQ is up 5.74% versus a gain of 24.55% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
EXEQ charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, EXEQ currently yields 0.19% against 3.24% for SCHD.
Holdings Overlap
1.1% of EXEQ's money is in holdings SCHD also owns. 3.9% of SCHD's money is in holdings EXEQ also owns.
SCHD and EXEQ share little of their money.
1 positions in common, counted across the 51 positions we hold weights for in EXEQ and 98 in SCHD, against full books of 105 and 206.
What only one of them owns
Our book lists 96 positions for SCHD that do not appear in our book for EXEQ (95.9% of the fund), and 46 for EXEQ that do not appear in SCHD (87.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in EXEQ | Weight in SCHD | Difference |
|---|---|---|---|
| AMGNAmgen Inc. | 1.09% | 3.86% | 2.77% |
You are not choosing between two funds in isolation.
Whichever of EXEQ and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EXEQ or SCHD?
EXEQ has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.
What is the holdings overlap between EXEQ and SCHD?
3.9% of SCHD's money is in holdings EXEQ also owns. 3.9% of SCHD's is in holdings EXEQ also owns. They hold 1 positions in common, counted across the 51 positions we hold weights for in EXEQ and 98 in SCHD.
Which pays a higher dividend, EXEQ or SCHD?
EXEQ yields 0.19% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than EXEQ?
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 46.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.