FEUS vs SCHD
FEUS vs SCHD
FlexShares ESG & Climate US Large Cap Core Index Fund vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. FEUS offers more diversification with 167 holdings.
Side-by-Side Comparison
| Metric | FEUS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.06% | |
| AUM | $111M | $103.7B | |
| Dividend Yield | 1.00% | 3.31% | |
| Holdings | 171 | 104 | |
| YTD Return | +14.33% | +24.26% | |
| 1Y Return | +23.51% | +31.38% | |
| 3Y Return (annualized) | +19.71% | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 16.1% | 13.6% | |
| Max Drawdown | -25.3% | -33.4% | |
| Fund Family | Flexshares Trust | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 20, 2021 | Oct 20, 2011 |
FEUS vs SCHD Performance
FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS) is a ETF from Flexshares Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year FEUS returned +23.51% while SCHD returned +31.38%. Year to date, FEUS is up 14.33% versus a gain of 24.26% for SCHD.
Over three years, FEUS compounded at +19.71% per year against +15.08% for SCHD. Across the full 5-year window we track, FEUS has the edge at +12.76% annualized vs +11.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FEUS has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 13.6% 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 -25.3% for FEUS and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FEUS charges 0.09% per year while SCHD charges 0.06%. On a $10,000 position that is $9 vs $6 annually, a gap of $3 per year that compounds over a long holding period. On income, FEUS currently yields 1.00% against 3.31% for SCHD.
Holdings Overlap
FEUS and SCHD share 18 holdings out of 249 unique holdings combined, representing a 7.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in FEUS | Weight in SCHD | Difference |
|---|---|---|---|
| MRK | 0.92% | 4.32% | 3.40% |
| ABT | 0.68% | 4.49% | 3.81% |
| AMGN | 0.89% | 4.25% | 3.36% |
| COP | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| BMY | Pro | Pro | Pro |
| ADP | Pro | Pro | Pro |
| CMCSA | Pro | Pro | Pro |
See all 10 holdings FEUS shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, FEUS or SCHD?
FEUS has an expense ratio of 0.09% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $3 per year of difference.
Which performed better, FEUS or SCHD?
Over the past year FEUS returned +23.51% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), FEUS annualized +12.76% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, FEUS or SCHD?
FEUS has been the more volatile fund at 16.1% annualized versus 13.6% for SCHD. Worst drawdown: FEUS -25.3% vs SCHD -33.4%.
Should I hold both FEUS and SCHD?
FEUS and SCHD have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FEUS and SCHD?
FEUS and SCHD share 18 common holdings with a 7.5% weight overlap. Combined, they hold 249 unique securities.
Which pays a higher dividend, FEUS or SCHD?
FEUS yields 1.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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