PRMR vs SCHD

PRMR vs SCHD

Which is better, PRMR or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. PRMR is less concentrated, with 24.3% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDLess Concentrated: PRMR

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

MetricPRMRSCHD
Expense Ratio1.00%0.06%Best
AUM$91M$112.1B
Dividend Yield0.00%3.00%
Holdings340103
YTD Return+14.60%+23.46%Best
1Y Return-+27.20%
3Y Return (annualized)-+15.41%
5Y Return (annualized)-+10.16%
Top 10 Weight24.3%Best41.8%
Fund FamilyPeakShares LLCCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionDec 8, 2025Oct 20, 2011

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

PRMR 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.

PRMR vs SCHD Performance

PeakShares RMR Prime Equity ETF (PRMR) is an ETF from PeakShares LLC and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, PRMR is up 14.60% versus a gain of 23.46% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

PRMR charges 1.00% per year while SCHD charges 0.06%. On a $10,000 position that is $100 vs $6 annually, a gap of $94 per year that compounds over a long holding period. On income, PRMR currently yields 0.00% against 3.00% for SCHD.

Holdings Overlap

PRMR already in SCHD8.3%
SCHD already in PRMR14.7%

8.3% of PRMR's money is in holdings SCHD also owns. 14.7% of SCHD's money is in holdings PRMR also owns.

SCHD and PRMR share little of their money.

4 positions in common, counted across the 52 positions we hold weights for in PRMR and 100 in SCHD, against full books of 340 and 103.

What only one of them owns

Our book lists 95 positions for SCHD that do not appear in our book for PRMR (85.3% of the fund), and 48 for PRMR that do not appear in SCHD (90.6%).

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 PRMRWeight in SCHDDifference
CVXChevron Corp2.44%4.02%1.58%
VZVerizon Communic2.24%3.97%1.73%
HDHome Depot Inc/The1.77%3.88%2.11%
MOAltria Group Inc1.88%2.79%0.91%

You are not choosing between two funds in isolation.

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

PRMRSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PRMR or SCHD?

PRMR has an expense ratio of 1.00% while SCHD charges 0.06%. SCHD is the cheaper option, by $94 a year on a $10,000 investment.

What is the holdings overlap between PRMR and SCHD?

14.7% of SCHD's money is in holdings PRMR also owns. 14.7% of SCHD's is in holdings PRMR also owns. They hold 4 positions in common, counted across the 52 positions we hold weights for in PRMR and 100 in SCHD.

Which pays a higher dividend, PRMR or SCHD?

PRMR yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than PRMR?

SCHD has a lower expense ratio. PRMR is less concentrated, with 24.3% 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.