FEMR vs SCHD
Fidelity Enhanced Emerging Markets ETF vs Schwab US Dividend Equity ETF
Which is better, FEMR or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. FEMR led over 1Y and the full window. FEMR is less concentrated, with 35.6% 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 | FEMR | SCHD |
|---|---|---|
| Expense Ratio | 0.38% | 0.06%Best |
| AUM | $189M | $108.9B |
| Dividend Yield | 1.50% | 3.00% |
| Holdings | 154 | 206 |
| YTD Return | +25.09%Best | +22.08% |
| 1Y Return | +33.27%Best | +26.66% |
| 3Y Return (annualized) | - | +16.06% |
| 5Y Return (annualized) | - | +9.39% |
| Volatility (annualized) | 18.3% | 14.5%Best |
| Max Drawdown | -15.6%Best | -16.1% |
| $10,000 over 1.9 years | $17,152Best | $12,277 |
| Top 10 Weight | 35.6%Best | 41.8% |
| Fund Family | Fidelity Investments (US) | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Nov 19, 2024 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 21, 2024 to Oct 9, 2026 (1.9 years).
FEMR 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 covers the 1.9 years both funds cover.
FEMR vs SCHD Performance
Fidelity Enhanced Emerging Markets ETF (FEMR) is an ETF from Fidelity Investments (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year FEMR returned +33.27% while SCHD returned +26.66%. Year to date, FEMR is up 25.09% versus a gain of 22.08% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FEMR has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 14.5% for SCHD. 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 -15.6% for FEMR and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.36. They move together some of the time, and apart the rest.
Fees and Cost Over Time
FEMR charges 0.38% per year while SCHD charges 0.06%. On a $10,000 position that is $38 vs $6 annually, a gap of $32 per year that compounds over a long holding period. On income, FEMR currently yields 1.50% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 149 holdings in FEMR and 99 in SCHD, totalling 96.3% 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 149 positions we hold weights for in FEMR and 99 in SCHD, against full books of 154 and 206.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for FEMR (99.9% of the fund), and 7 for FEMR that do not appear in SCHD (4.4%).
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 FEMR 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, FEMR or SCHD?
FEMR has an expense ratio of 0.38% while SCHD charges 0.06%. SCHD is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, FEMR or SCHD?
Over the past year FEMR returned +33.27% vs +26.66% for SCHD, so FEMR leads on 1-year performance. Over the longest common window we track (2 years), FEMR annualized +32.84% vs +11.40% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FEMR or SCHD?
FEMR has been the more volatile fund at 18.3% annualized versus 14.5% for SCHD. Worst drawdown: FEMR -15.6% vs SCHD -16.1%.
Should I hold both FEMR and SCHD?
FEMR and SCHD have a monthly-return correlation of 0.36, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, FEMR or SCHD?
FEMR yields 1.50% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than FEMR?
SCHD has a lower expense ratio. FEMR led over 1Y and the full window. FEMR is less concentrated, with 35.6% 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.