EDGE vs SCHD
EDGE vs SCHD
MRBL Enhanced Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | EDGE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.74% | 0.06% | |
| AUM | $10M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 5 | 104 | |
| YTD Return | +13.80% | +24.26% | |
| 1Y Return | +25.97% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 11.9% | 13.6% | |
| Max Drawdown | -20.7% | -33.4% | |
| Fund Family | MRBL Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jan 21, 2025 | Oct 20, 2011 |
EDGE vs SCHD Performance
MRBL Enhanced Equity ETF (EDGE) is a ETF from MRBL Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EDGE returned +25.97% while SCHD returned +31.38%. Year to date, EDGE is up 13.80% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 11.9% for EDGE. 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 -20.7% for EDGE and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EDGE charges 0.74% per year while SCHD charges 0.06%. On a $10,000 position that is $74 vs $6 annually, a gap of $68 per year that compounds over a long holding period. On income, EDGE currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
EDGE and SCHD share 0 holdings out of 101 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, EDGE or SCHD?
EDGE has an expense ratio of 0.74% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $68 per year of difference.
Which performed better, EDGE or SCHD?
Over the past year EDGE returned +25.97% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), EDGE annualized +17.84% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, EDGE or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 11.9% for EDGE. Worst drawdown: EDGE -20.7% vs SCHD -33.4%.
Should I hold both EDGE and SCHD?
EDGE and SCHD have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EDGE and SCHD?
EDGE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, EDGE or SCHD?
EDGE yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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