EEMO vs SCHD
Invesco S&P Emerging Markets Momentum ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. EEMO offers more diversification with 247 holdings.
Side-by-Side Comparison
| Metric | EEMO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.06% | |
| AUM | $23M | $103.7B | |
| Dividend Yield | 1.64% | 3.31% | |
| Holdings | 280 | 104 | |
| YTD Return | +16.81% | +25.33% | |
| 1Y Return | +23.88% | +32.31% | |
| 3Y Return (annualized) | +15.91% | +15.40% | |
| 5Y Return (annualized) | +4.96% | +9.70% | |
| Volatility (annualized) | 21.5% | 13.6% | |
| Max Drawdown | -60.5% | -33.4% | |
| Fund Family | Invesco (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Feb 24, 2012 | Oct 20, 2011 |
EEMO vs SCHD Performance
Invesco S&P Emerging Markets Momentum ETF (EEMO) is a ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EEMO returned +23.88% while SCHD returned +32.31%. Year to date, EEMO is up 16.81% versus a gain of 25.33% for SCHD.
Over three years, EEMO compounded at +15.91% per year against +15.40% for SCHD; over five years the annualized figures are +4.96% and +9.70% respectively. Across the full 15-year window we track, SCHD has the edge at +11.45% annualized vs -0.34%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EEMO has been the more volatile fund, with annualized monthly volatility of 21.5% compared with 13.6% for SCHD. 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 -60.5% for EEMO 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EEMO charges 0.29% per year while SCHD charges 0.06%. On a $10,000 position that is $29 vs $6 annually, a gap of $23 per year that compounds over a long holding period. On income, EEMO currently yields 1.64% against 3.31% for SCHD.
Holdings Overlap
EEMO and SCHD share 0 holdings out of 347 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, EEMO or SCHD?
EEMO has an expense ratio of 0.29% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $23 per year of difference.
Which performed better, EEMO or SCHD?
Over the past year EEMO returned +23.88% vs +32.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), EEMO annualized -0.34% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, EEMO or SCHD?
EEMO has been the more volatile fund at 21.5% annualized versus 13.6% for SCHD. Worst drawdown: EEMO -60.5% vs SCHD -33.4%.
Should I hold both EEMO and SCHD?
EEMO and SCHD have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EEMO and SCHD?
EEMO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 347 unique securities.
Which pays a higher dividend, EEMO or SCHD?
EEMO yields 1.64% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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