DRES vs SCHD

DRES vs SCHD

Which is better, DRES or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y. DRES is less concentrated, with 38.7% of the fund in its ten largest positions against 41.5%.

Lower Fees: SCHDHigher Returns (1Y): SCHDLess Concentrated: DRES

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

MetricDRESSCHD
Expense Ratio0.50%0.06%Best
AUM$37M$112.2B
Dividend Yield0.52%3.13%
Holdings39103
YTD Return+16.04%+27.56%Best
1Y Return+21.76%+30.29%Best
3Y Return (annualized)-+16.37%
5Y Return (annualized)-+10.23%
Top 10 Weight38.7%Best41.5%
Fund FamilyGMOCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionOct 1, 2025Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

DRES 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.

DRES vs SCHD Performance

GMO Domestic Resilience ETF (DRES) is an ETF from GMO and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year DRES returned +21.76% while SCHD returned +30.29%. Year to date, DRES is up 16.04% versus a gain of 27.56% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

DRES charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, DRES currently yields 0.52% against 3.13% for SCHD.

Holdings Overlap

DRES already in SCHD8.5%
SCHD already in DRES8.4%

8.5% of DRES's money is in holdings SCHD also owns. 8.4% of SCHD's money is in holdings DRES also owns.

DRES and SCHD share little of their money.

3 positions in common, counted across the 39 positions we hold weights for in DRES and 100 in SCHD, against full books of 39 and 103.

What only one of them owns

Our book lists 96 positions for SCHD that do not appear in our book for DRES (91.5% of the fund), and 34 for DRES that do not appear in SCHD (87.6%).

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

StockWeight in DRESWeight in SCHDDifference
COPConocophillips Common Stock USD 0.013.80%3.59%0.21%
LMTLockheed Martin Corp2.20%2.99%0.79%
EOGEog Resources Inc2.50%1.80%0.70%

You are not choosing between two funds in isolation.

Whichever of DRES and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DRESSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DRES or SCHD?

DRES has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option, by $44 a year on a $10,000 investment.

Which performed better, DRES or SCHD?

Over the past year DRES returned +21.76% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between DRES and SCHD?

8.5% of DRES's money is in holdings SCHD also owns. 8.4% of SCHD's is in holdings DRES also owns. They hold 3 positions in common, counted across the 39 positions we hold weights for in DRES and 100 in SCHD.

Which pays a higher dividend, DRES or SCHD?

DRES yields 0.52% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Is SCHD better than DRES?

SCHD has a lower expense ratio. SCHD led over 1Y. DRES is less concentrated, with 38.7% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.