EMEM vs SCHD

EMEM vs SCHD

Which is better, EMEM or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. EMEM is less concentrated, with 40.7% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDLess Concentrated: EMEM

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

MetricEMEMSCHD
Expense Ratio0.65%0.06%Best
AUM$60M$112.1B
Dividend Yield0.00%3.00%
Holdings100103
YTD Return+1.02%+23.60%Best
1Y Return-+28.29%
3Y Return (annualized)-+16.25%
5Y Return (annualized)-+10.25%
Top 10 Weight40.7%Best41.8%
Fund FamilySophus CapitalCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMay 19, 2026Oct 20, 2011

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

EMEM 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.

EMEM vs SCHD Performance

Sophus Capital Emerging Market ETF (EMEM) is an ETF from Sophus Capital and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, EMEM is up 1.02% versus a gain of 23.60% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

EMEM charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, EMEM currently yields 0.00% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 98 holdings in EMEM and 100 in SCHD, totalling 99.7% 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 98 positions we hold weights for in EMEM and 100 in SCHD, against full books of 100 and 103.

What only one of them owns

Our book lists 99 positions for SCHD that do not appear in our book for EMEM (99.9% of the fund), and 4 for EMEM that do not appear in SCHD (3.2%).

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.

You are not choosing between two funds in isolation.

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

EMEMSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EMEM or SCHD?

EMEM has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option, by $59 a year on a $10,000 investment.

Which pays a higher dividend, EMEM or SCHD?

EMEM yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than EMEM?

SCHD has a lower expense ratio. EMEM is less concentrated, with 40.7% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.