RAUS vs SCHD

RAUS vs SCHD
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Quick Verdict

RAUS has a lower expense ratio. SCHD delivered stronger 1-year returns. RAUS offers more diversification with 520 holdings.

Lower Fees: RAUSHigher Returns: SCHDMore Diversified: RAUS

Side-by-Side Comparison

MetricRAUSSCHDWinner
Expense Ratio0.00%0.06%
AUM$59M$112.2B
Dividend Yield0.22%3.13%
Holdings520103
YTD Return+12.88%+27.60%
1Y Return+18.48%+29.63%
3Y Return (annualized)-+16.43%
5Y Return (annualized)-+10.05%
Volatility (annualized)13.0%13.6%
Max Drawdown-8.6%-33.4%
Fund FamilyRAFI IndicesCharles Schwab Asset Management
CategoryEquityEquity
InceptionSep 11, 2025Oct 20, 2011

RAUS vs SCHD Performance

RACWI US ETF (RAUS) is a ETF from RAFI Indices and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year RAUS returned +18.48% while SCHD returned +29.63%. Year to date, RAUS is up 12.88% versus a gain of 27.60% for SCHD.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 13.0% for RAUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -8.6% for RAUS and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

RAUS charges 0.00% per year while SCHD charges 0.06%. On a $10,000 position that is $0 vs $6 annually, a gap of $6 per year that compounds over a long holding period. On income, RAUS currently yields 0.22% against 3.13% for SCHD.

Holdings Overlap

8.1%overlap

RAUS and SCHD share 52 holdings out of 563 unique holdings combined, representing a 8.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RAUSWeight in SCHDDifference
ABT0.30%4.70%4.40%
AMGN0.35%4.62%4.27%
HD0.52%4.32%3.80%
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PGProProPro
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Frequently Asked Questions

Which is cheaper, RAUS or SCHD?

RAUS has an expense ratio of 0.00% while SCHD charges 0.06%. RAUS is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, RAUS or SCHD?

Over the past year RAUS returned +18.48% vs +29.63% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.

Which is riskier, RAUS or SCHD?

SCHD has been the more volatile fund at 13.6% annualized versus 13.0% for RAUS. Worst drawdown: RAUS -8.6% vs SCHD -33.4%.

Should I hold both RAUS and SCHD?

RAUS and SCHD have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RAUS and SCHD?

RAUS and SCHD share 52 common holdings with a 8.1% weight overlap. Combined, they hold 563 unique securities.

Which pays a higher dividend, RAUS or SCHD?

RAUS yields 0.22% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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