EDGE vs SCHD
MRBL Enhanced Equity ETF vs Schwab US Dividend Equity ETF
Which is better, EDGE or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. EDGE led over the full window, SCHD over 1Y.
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 | EDGE | SCHD |
|---|---|---|
| Expense Ratio | 0.74% | 0.06%Best |
| AUM | $12M | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 6 | 103 |
| YTD Return | +13.75% | +24.23%Best |
| 1Y Return | +21.23% | +27.90%Best |
| 3Y Return (annualized) | - | +15.55% |
| 5Y Return (annualized) | - | +9.97% |
| Volatility (annualized) | 11.7%Best | 13.5% |
| Max Drawdown | -20.7% | -14.0%Best |
| $10,000 over 1.7 years | $12,964Best | $12,917 |
| Fund Family | MRBL Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jan 21, 2025 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 22, 2025 to Sep 17, 2026 (1.7 years).
EDGE 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 covers the 1.7 years both funds cover.
EDGE vs SCHD Performance
MRBL Enhanced Equity ETF (EDGE) is an ETF from MRBL Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year EDGE returned +21.23% while SCHD returned +27.90%. Year to date, EDGE is up 13.75% versus a gain of 24.23% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 11.7% 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 -14.0% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.35. They move together some of the time, and apart the rest.
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 3.00% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in EDGE and 100 in SCHD, totalling 10.6% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in EDGE and 100 in SCHD, against full books of 6 and 103.
You are not choosing between two funds in isolation.
Whichever of EDGE 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, EDGE or SCHD?
EDGE has an expense ratio of 0.74% while SCHD charges 0.06%. SCHD is the cheaper option, by $68 a year on a $10,000 investment.
Which performed better, EDGE or SCHD?
Over the past year EDGE returned +21.23% vs +27.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), EDGE annualized +16.50% vs +16.25% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EDGE or SCHD?
SCHD has been the more volatile fund at 13.5% annualized versus 11.7% for EDGE. Worst drawdown: EDGE -20.7% vs SCHD -14.0%.
Should I hold both EDGE and SCHD?
EDGE and SCHD have a monthly-return correlation of 0.35, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EDGE or SCHD?
EDGE yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than EDGE?
SCHD has a lower expense ratio. EDGE led over the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.