BRSM vs SCHD
MFS Blended Research Small-Mid Cap ETF vs Schwab US Dividend Equity ETF
Which is better, BRSM or SCHD?
Mid Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. BRSM is less concentrated, with 10.2% of the fund in its ten largest positions against 41.8%.
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 | BRSM | SCHD |
|---|---|---|
| Expense Ratio | 0.38% | 0.06%Best |
| AUM | $27M | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 311 | 103 |
| YTD Return | +1.09% | +25.84%Best |
| 1Y Return | - | +30.18% |
| 3Y Return (annualized) | - | +16.08% |
| 5Y Return (annualized) | - | +9.97% |
| Top 10 Weight | 10.2%Best | 41.8% |
| Fund Family | MFS Investment Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | Jun 4, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BRSM 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.
BRSM vs SCHD Performance
MFS Blended Research Small-Mid Cap ETF (BRSM) is an ETF from MFS Investment Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, BRSM is up 1.09% versus a gain of 25.84% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
BRSM charges 0.38% per year while SCHD charges 0.06%. On a $10,000 position that is $38 vs $6 annually, a gap of $32 per year that compounds over a long holding period. On income, BRSM currently yields 0.00% against 3.00% for SCHD.
Holdings Overlap
0.4% of BRSM's money is in holdings SCHD also owns. 0.4% of SCHD's money is in holdings BRSM also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
2 positions in common, counted across the 311 positions we hold weights for in BRSM and 100 in SCHD, against full books of 311 and 103.
What only one of them owns
Our book lists 97 positions for SCHD that do not appear in our book for BRSM (99.5% of the fund), and 296 for BRSM that do not appear in SCHD (95.8%).
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.
You are not choosing between two funds in isolation.
Whichever of BRSM 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, BRSM or SCHD?
BRSM has an expense ratio of 0.38% while SCHD charges 0.06%. SCHD is the cheaper option, by $32 a year on a $10,000 investment.
Which pays a higher dividend, BRSM or SCHD?
BRSM yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BRSM?
SCHD has a lower expense ratio. BRSM is less concentrated, with 10.2% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.