FSML vs SCHD

FSML vs SCHD

Which is better, FSML or SCHD?

Small Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. FSML is less concentrated, with 13.1% of the fund in its ten largest positions against 41.5%.

Lower Fees: SCHDLess Concentrated: FSML

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

MetricFSMLSCHD
Expense Ratio0.45%0.06%Best
AUM$150M$112.2B
Dividend Yield0.40%3.13%
Holdings306103
YTD Return+22.23%+27.56%Best
1Y Return-+30.29%
3Y Return (annualized)-+16.37%
5Y Return (annualized)-+10.23%
Top 10 Weight13.1%Best41.5%
Fund FamilyFranklin Templeton Investments (US)Charles Schwab Asset Management
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Value
InceptionDec 9, 2025Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

FSML 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.

FSML vs SCHD Performance

Franklin Small Cap Enhanced ETF (FSML) is an ETF from Franklin Templeton Investments (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, FSML is up 22.23% versus a gain of 27.56% for SCHD.

Past performance does not guarantee future results.

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

FSML already in SCHD3.7%
SCHD already in FSML0.6%

3.7% of FSML's money is in holdings SCHD also owns. 0.6% of SCHD's money is in holdings FSML also owns.

FSML and SCHD share little of their money.

11 positions in common, counted across the 298 positions we hold weights for in FSML and 100 in SCHD, against full books of 306 and 103.

What only one of them owns

Our book lists 88 positions for SCHD that do not appear in our book for FSML (99.2% of the fund), and 272 for FSML that do not appear in SCHD (90.0%).

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.

Top Shared Holdings

StockWeight in FSMLWeight in SCHDDifference
KFYKorn Ferry1.30%0.11%1.19%
BKEBuckle Inc/the0.82%0.04%0.78%
APAMArtisan Partners Asset Management, Inc.0.75%0.08%0.67%
MCMoelis + Co Class A0.09%0.12%0.03%
CNSCohen & Steers Inc0.11%0.06%0.05%
OFG:PROfg Bancorp Common Stock0.11%0.06%0.05%
VRTSVirtus Investment Partners Inc0.13%0.03%0.10%
PFBCPreferred Bank La0.10%0.03%0.07%
IBCPIndependent Bank Corp/mi Common Stock Usd1.00.10%0.02%0.08%
OXMOxford Industries Inc0.11%0.01%0.10%

You are not choosing between two funds in isolation.

Whichever of FSML and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FSMLSCHD

Free for up to 10 holdings. No account needed.

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, by $39 a year on a $10,000 investment.

What is the holdings overlap between FSML and SCHD?

3.7% of FSML's money is in holdings SCHD also owns. 0.6% of SCHD's is in holdings FSML also owns. They hold 11 positions in common, counted across the 298 positions we hold weights for in FSML and 100 in SCHD.

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.

Is SCHD better than FSML?

SCHD has a lower expense ratio. FSML is less concentrated, with 13.1% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.