FSML vs SCHD

FSML vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. FSML offers more diversification with 306 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: FSML

Side-by-Side Comparison

MetricFSMLSCHDWinner
Expense Ratio0.45%0.06%
AUM$153M$108.7B
Dividend Yield0.40%3.13%
Holdings306104
YTD Return+25.17%+25.69%
1Y Return-+30.41%
3Y Return (annualized)-+16.03%
5Y Return (annualized)-+9.64%
Volatility (annualized)-13.6%
Max Drawdown-10.8%-33.4%
Fund FamilyFranklin Templeton Investments (US)Charles Schwab Asset Management
CategoryEquityEquity
InceptionDec 9, 2025Oct 20, 2011

FSML vs SCHD Performance

Franklin Small Cap Enhanced ETF (FSML) is a ETF from Franklin Templeton Investments (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, FSML is up 25.17% versus a gain of 25.69% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -10.8% for FSML 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

FSML charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, FSML currently yields 0.40% against 3.13% for SCHD.

Holdings Overlap

0.5%overlap

FSML and SCHD share 9 holdings out of 393 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FSMLWeight in SCHDDifference
KFY0.89%0.11%0.78%
BKE0.75%0.04%0.71%
APAM0.62%0.08%0.54%
MCProProPro
CNSProProPro
OFG:PRProProPro
VRTSProProPro
HAFCProProPro
IBCPProProPro
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Frequently Asked Questions

Which is cheaper, FSML or SCHD?

FSML has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

What is the holdings overlap between FSML and SCHD?

FSML and SCHD share 9 common holdings with a 0.5% weight overlap. Combined, they hold 393 unique securities.

Which pays a higher dividend, FSML or SCHD?

FSML yields 0.40% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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