FEMD vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricFEMDSCHDWinner
Expense Ratio0.55%0.06%
AUM$4M$103.7B
Dividend Yield0.00%3.31%
Holdings71104
YTD Return+7.87%+26.21%
1Y Return-+29.99%
3Y Return (annualized)-+15.73%
5Y Return (annualized)-+9.67%
Volatility (annualized)-13.6%
Max Drawdown-11.5%-33.4%
Fund FamilyFirst Eagle InvestmentsCharles Schwab Asset Management
CategoryEquityEquity
InceptionJan 27, 2026Oct 20, 2011

FEMD vs SCHD Performance

First Eagle Mid Cap Equity ETF (FEMD) is a ETF from First Eagle Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, FEMD is up 7.87% versus a gain of 26.21% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -11.5% for FEMD and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 3.31% for SCHD.

Holdings Overlap

1.6%overlap

FEMD and SCHD share 2 holdings out of 164 unique holdings combined, representing a 1.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FEMDWeight in SCHDDifference
OKE1.95%1.50%0.45%
CNS1.52%0.06%1.46%

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. On a $10,000 investment, that is $49 per year of difference.

What is the holdings overlap between FEMD and SCHD?

FEMD and SCHD share 2 common holdings with a 1.6% weight overlap. Combined, they hold 164 unique securities.

Which pays a higher dividend, FEMD or SCHD?

FEMD yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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