BRCE vs SCHD
MFS Blended Research Core Equity ETF vs Schwab US Dividend Equity ETF
Which is better, BRCE or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. BRCE is less concentrated, with 40.3% of the fund in its ten largest positions against 41.3%.
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 | BRCE | SCHD |
|---|---|---|
| Expense Ratio | 0.24% | 0.06%Best |
| AUM | $57M | $124.4B |
| Dividend Yield | 0.71% | 2.96% |
| Holdings | 326 | 102 |
| YTD Return | +13.51% | +33.46%Best |
| 1Y Return | +16.33% | +37.35%Best |
| 3Y Return (annualized) | - | +19.54% |
| 5Y Return (annualized) | - | +10.35% |
| Volatility (annualized) | 12.0%Best | 15.9% |
| Max Drawdown | -8.8% | -6.9%Best |
| $10,000 over 1.1 years | $11,779 | $14,025Best |
| Top 10 Weight | 40.3%Best | 41.3% |
| Fund Family | MFS Investment Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Oct 22, 2025 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Oct 22, 2025 to Nov 13, 2026 (1.1 years).
BRCE 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 covers the 1.1 years both funds cover.
BRCE vs SCHD Performance
MFS Blended Research Core Equity ETF (BRCE) is an ETF from MFS Investment Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BRCE returned +16.33% while SCHD returned +37.35%. Year to date, BRCE is up 13.51% versus a gain of 33.46% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 12.0% for BRCE. 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 -8.8% for BRCE and -6.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.20. They move largely independently of each other.
Fees and Cost Over Time
BRCE charges 0.24% per year while SCHD charges 0.06%. On a $10,000 position that is $24 vs $6 annually, a gap of $18 per year that compounds over a long holding period. On income, BRCE currently yields 0.71% against 2.96% for SCHD.
Holdings Overlap
1.5% of BRCE's money is in holdings SCHD also owns. 15.9% of SCHD's money is in holdings BRCE also owns.
SCHD and BRCE share little of their money.
5 positions in common, counted across the 106 positions we hold weights for in BRCE and 98 in SCHD, against full books of 326 and 102.
What only one of them owns
Our book lists 91 positions for SCHD that do not appear in our book for BRCE (79.2% of the fund), and 98 for BRCE that do not appear in SCHD (97.3%).
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.
You are not choosing between two funds in isolation.
Whichever of BRCE 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, BRCE or SCHD?
BRCE has an expense ratio of 0.24% while SCHD charges 0.06%. SCHD is the cheaper option, by $18 a year on a $10,000 investment.
Which performed better, BRCE or SCHD?
Over the past year BRCE returned +16.33% vs +37.35% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), BRCE annualized +16.05% vs +36.00% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BRCE or SCHD?
SCHD has been the more volatile fund at 15.9% annualized versus 12.0% for BRCE. Worst drawdown: BRCE -8.8% vs SCHD -6.9%.
Should I hold both BRCE and SCHD?
BRCE and SCHD have a monthly-return correlation of 0.20, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BRCE and SCHD?
15.9% of SCHD's money is in holdings BRCE also owns. 15.9% of SCHD's is in holdings BRCE also owns. They hold 5 positions in common, counted across the 106 positions we hold weights for in BRCE and 98 in SCHD.
Which pays a higher dividend, BRCE or SCHD?
BRCE yields 0.71% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BRCE?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. BRCE is less concentrated, with 40.3% of the fund in its ten largest positions against 41.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.