EMSC vs SCHD
Sophus Capital Emerging Market Small Cap ETF vs Schwab US Dividend Equity ETF
Which is better, EMSC or SCHD?
Small Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. EMSC is less concentrated, with 17.4% of the fund in its ten largest positions against 41.8%.
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 | EMSC | SCHD |
|---|---|---|
| Expense Ratio | 0.85% | 0.06%Best |
| AUM | $49M | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 127 | 103 |
| YTD Return | -3.18% | +23.46%Best |
| 1Y Return | - | +27.20% |
| 3Y Return (annualized) | - | +15.41% |
| 5Y Return (annualized) | - | +10.16% |
| Top 10 Weight | 17.4%Best | 41.8% |
| Fund Family | Sophus Capital | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Value |
| Inception | May 20, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
EMSC 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.
EMSC vs SCHD Performance
Sophus Capital Emerging Market Small Cap ETF (EMSC) is an ETF from Sophus Capital and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, EMSC is down 3.18% versus a gain of 23.46% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
EMSC charges 0.85% per year while SCHD charges 0.06%. On a $10,000 position that is $85 vs $6 annually, a gap of $79 per year that compounds over a long holding period. On income, EMSC currently yields 0.00% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 121 holdings in EMSC and 100 in SCHD, totalling 99.9% 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 121 positions we hold weights for in EMSC and 100 in SCHD, against full books of 127 and 103.
What only one of them owns
Our book lists 99 positions for SCHD that do not appear in our book for EMSC (99.9% of the fund), and 4 for EMSC that do not appear in SCHD (1.2%).
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 EMSC 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, EMSC or SCHD?
EMSC has an expense ratio of 0.85% while SCHD charges 0.06%. SCHD is the cheaper option, by $79 a year on a $10,000 investment.
Which pays a higher dividend, EMSC or SCHD?
EMSC yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than EMSC?
SCHD has a lower expense ratio. EMSC is less concentrated, with 17.4% 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.