BRCE vs SCHD
MFS Blended Research Core Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | BRCE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.06% | |
| AUM | $37M | $108.7B | |
| Dividend Yield | 0.51% | 3.13% | |
| Holdings | 99 | 104 | |
| YTD Return | +16.66% | +28.70% | |
| 1Y Return | - | +31.07% | |
| 3Y Return (annualized) | - | +16.88% | |
| 5Y Return (annualized) | - | +10.20% | |
| Volatility (annualized) | - | 13.7% | |
| Max Drawdown | -8.8% | -33.4% | |
| Fund Family | MFS Investment Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 22, 2025 | Oct 20, 2011 |
BRCE vs SCHD Performance
MFS Blended Research Core Equity ETF (BRCE) is a ETF from MFS Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, BRCE is up 16.66% versus a gain of 28.70% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.8% for BRCE and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 0.51% against 3.13% for SCHD.
Holdings Overlap
BRCE and SCHD share 4 holdings out of 197 unique holdings combined, representing a 1.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $18 per year of difference.
What is the holdings overlap between BRCE and SCHD?
BRCE and SCHD share 4 common holdings with a 1.4% weight overlap. Combined, they hold 197 unique securities.
Which pays a higher dividend, BRCE or SCHD?
BRCE yields 0.51% while SCHD yields 3.13%, 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.