FSPC vs SCHD

FSPC vs SCHD

Which is better, FSPC or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 43.8%.

Lower Fees: SCHDLess Concentrated: SCHD

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

MetricFSPCSCHD
Expense Ratio0.65%0.06%Best
AUM$2M$112.2B
Dividend Yield0.00%3.13%
Holdings103103
YTD Return-3.41%+27.56%Best
1Y Return-+30.29%
3Y Return (annualized)-+16.37%
5Y Return (annualized)-+10.23%
Top 10 Weight43.8%41.5%Best
Fund FamilyFirst Trust Portfolios (US)Charles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJul 8, 2026Oct 20, 2011

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

FSPC 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.

FSPC vs SCHD Performance

First Trust Bloomberg Space Economy ETF (FSPC) is an ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, FSPC is down 3.41% versus a gain of 27.56% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

FSPC charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, FSPC currently yields 0.00% against 3.13% for SCHD.

Holdings Overlap

FSPC already in SCHD3.3%
SCHD already in FSPC3.0%

3.3% of FSPC's money is in holdings SCHD also owns. 3.0% of SCHD's money is in holdings FSPC also owns.

FSPC and SCHD share little of their money.

1 positions in common, counted across the 48 positions we hold weights for in FSPC and 100 in SCHD, against full books of 103 and 103.

What only one of them owns

Our book lists 98 positions for SCHD that do not appear in our book for FSPC (96.9% of the fund), and 28 for FSPC that do not appear in SCHD (59.5%).

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 FSPCWeight in SCHDDifference
LMTLockheed Martin Corp3.30%2.99%0.31%

You are not choosing between two funds in isolation.

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

FSPCSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FSPC or SCHD?

FSPC has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option, by $59 a year on a $10,000 investment.

What is the holdings overlap between FSPC and SCHD?

3.3% of FSPC's money is in holdings SCHD also owns. 3.0% of SCHD's is in holdings FSPC also owns. They hold 1 positions in common, counted across the 48 positions we hold weights for in FSPC and 100 in SCHD.

Which pays a higher dividend, FSPC or SCHD?

FSPC yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Is SCHD better than FSPC?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 43.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.