EEMV vs SCHD
iShares MSCI Emerging Markets Min Vol Factor ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. EEMV offers more diversification with 326 holdings.
Side-by-Side Comparison
| Metric | EEMV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.26% | 0.06% | |
| AUM | $3.6B | $108.7B | |
| Dividend Yield | 2.28% | 3.13% | |
| Holdings | 326 | 104 | |
| YTD Return | +16.84% | +25.69% | |
| 1Y Return | +21.37% | +30.41% | |
| 3Y Return (annualized) | +14.92% | +16.03% | |
| 5Y Return (annualized) | +6.65% | +9.64% | |
| Volatility (annualized) | 12.5% | 13.6% | |
| Max Drawdown | -36.7% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 18, 2011 | Oct 20, 2011 |
EEMV vs SCHD Performance
iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) is a ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EEMV returned +21.37% while SCHD returned +30.41%. Year to date, EEMV is up 16.84% versus a gain of 25.69% for SCHD.
Over three years, EEMV compounded at +14.92% per year against +16.03% for SCHD; over five years the annualized figures are +6.65% and +9.64% respectively. Across the full 15-year window we track, SCHD has the edge at +11.46% annualized vs +5.61%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.5% for EEMV. 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 -36.7% for EEMV 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EEMV charges 0.26% per year while SCHD charges 0.06%. On a $10,000 position that is $26 vs $6 annually, a gap of $20 per year that compounds over a long holding period. On income, EEMV currently yields 2.28% against 3.13% for SCHD.
Holdings Overlap
EEMV and SCHD share 0 holdings out of 394 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, EEMV or SCHD?
EEMV has an expense ratio of 0.26% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, EEMV or SCHD?
Over the past year EEMV returned +21.37% vs +30.41% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), EEMV annualized +5.61% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, EEMV or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.5% for EEMV. Worst drawdown: EEMV -36.7% vs SCHD -33.4%.
Should I hold both EEMV and SCHD?
EEMV and SCHD have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EEMV and SCHD?
EEMV and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 394 unique securities.
Which pays a higher dividend, EEMV or SCHD?
EEMV yields 2.28% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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