BRIE vs SCHD
MFS Blended Research International Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. BRIE offers more diversification with 166 holdings.
Side-by-Side Comparison
| Metric | BRIE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.34% | 0.06% | |
| AUM | $441M | $108.7B | |
| Dividend Yield | 0.36% | 3.13% | |
| Holdings | 166 | 104 | |
| YTD Return | +15.91% | +25.69% | |
| 1Y Return | - | +30.41% | |
| 3Y Return (annualized) | - | +16.03% | |
| 5Y Return (annualized) | - | +9.64% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -11.4% | -33.4% | |
| Fund Family | MFS Investment Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 22, 2025 | Oct 20, 2011 |
BRIE vs SCHD Performance
MFS Blended Research International Equity ETF (BRIE) 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, BRIE is up 15.91% versus a gain of 25.69% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -11.4% for BRIE 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
BRIE charges 0.34% per year while SCHD charges 0.06%. On a $10,000 position that is $34 vs $6 annually, a gap of $28 per year that compounds over a long holding period. On income, BRIE currently yields 0.36% against 3.13% for SCHD.
Holdings Overlap
BRIE and SCHD share 0 holdings out of 259 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BRIE or SCHD?
BRIE has an expense ratio of 0.34% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $28 per year of difference.
What is the holdings overlap between BRIE and SCHD?
BRIE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 259 unique securities.
Which pays a higher dividend, BRIE or SCHD?
BRIE yields 0.36% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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