PRMR vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricPRMRSCHDWinner
Expense Ratio1.05%0.06%
AUM$72M$103.7B
Dividend Yield0.00%3.31%
Holdings57104
YTD Return+15.84%+24.26%
1Y Return-+31.38%
3Y Return (annualized)-+15.08%
5Y Return (annualized)-+9.72%
Volatility (annualized)-13.6%
Max Drawdown-9.4%-33.4%
Fund FamilyPeakShares LLCCharles Schwab Asset Management
CategoryEquityEquity
InceptionDec 8, 2025Oct 20, 2011

PRMR vs SCHD Performance

PeakShares RMR Prime Equity ETF (PRMR) is a ETF from PeakShares LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, PRMR is up 15.84% versus a gain of 24.26% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -9.4% for PRMR 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

PRMR charges 1.05% per year while SCHD charges 0.06%. On a $10,000 position that is $105 vs $6 annually, a gap of $99 per year that compounds over a long holding period. On income, PRMR currently yields 0.00% against 3.31% for SCHD.

Holdings Overlap

9.8%overlap

PRMR and SCHD share 7 holdings out of 149 unique holdings combined, representing a 9.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PRMRWeight in SCHDDifference
HD1.96%4.16%2.20%
CVX2.01%3.95%1.94%
VZ2.07%3.68%1.61%
MOProProPro
PGProProPro
BXProProPro
QCOMProProPro
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Frequently Asked Questions

Which is cheaper, PRMR or SCHD?

PRMR has an expense ratio of 1.05% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $99 per year of difference.

What is the holdings overlap between PRMR and SCHD?

PRMR and SCHD share 7 common holdings with a 9.8% weight overlap. Combined, they hold 149 unique securities.

Which pays a higher dividend, PRMR or SCHD?

PRMR yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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