FEMD vs SCHD
First Eagle Mid Cap Equity ETF vs Schwab US Dividend Equity ETF
Which is better, FEMD or SCHD?
Mid Cap Value against Large Cap Value.
SCHD has a lower expense ratio. FEMD is less concentrated, with 21.7% 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 | FEMD | SCHD |
|---|---|---|
| Expense Ratio | 0.55% | 0.06%Best |
| AUM | $4M | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 69 | 103 |
| YTD Return | +0.36% | +24.59%Best |
| 1Y Return | - | +28.14% |
| 3Y Return (annualized) | - | +15.58% |
| 5Y Return (annualized) | - | +9.90% |
| Top 10 Weight | 21.7%Best | 41.8% |
| Fund Family | First Eagle Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Value |
| Inception | Jan 27, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
FEMD 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.
FEMD vs SCHD Performance
First Eagle Mid Cap Equity ETF (FEMD) is an ETF from First Eagle Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, FEMD is up 0.36% versus a gain of 24.59% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
FEMD charges 0.55% per year while SCHD charges 0.06%. On a $10,000 position that is $55 vs $6 annually, a gap of $49 per year that compounds over a long holding period. On income, FEMD currently yields 0.00% against 3.00% for SCHD.
Holdings Overlap
5.3% of FEMD's money is in holdings SCHD also owns. 2.1% of SCHD's money is in holdings FEMD also owns.
FEMD and SCHD share little of their money.
3 positions in common, counted across the 73 positions we hold weights for in FEMD and 100 in SCHD, against full books of 69 and 103.
What only one of them owns
Our book lists 96 positions for SCHD that do not appear in our book for FEMD (97.8% of the fund), and 62 for FEMD that do not appear in SCHD (90.4%).
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 FEMD 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, FEMD or SCHD?
FEMD has an expense ratio of 0.55% while SCHD charges 0.06%. SCHD is the cheaper option, by $49 a year on a $10,000 investment.
What is the holdings overlap between FEMD and SCHD?
5.3% of FEMD's money is in holdings SCHD also owns. 2.1% of SCHD's is in holdings FEMD also owns. They hold 3 positions in common, counted across the 73 positions we hold weights for in FEMD and 100 in SCHD.
Which pays a higher dividend, FEMD or SCHD?
FEMD yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than FEMD?
SCHD has a lower expense ratio. FEMD is less concentrated, with 21.7% 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.