RECI vs SCHD
Columbia Research Enhanced Core Premium Income ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. RECI offers more diversification with 356 holdings.
Side-by-Side Comparison
| Metric | RECI | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.06% | |
| AUM | - | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 356 | 104 | |
| YTD Return | +1.33% | +26.50% | |
| 1Y Return | - | +31.25% | |
| 3Y Return (annualized) | - | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -1.4% | -33.4% | |
| Fund Family | Columbia Threadneedle Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 14, 2026 | Oct 20, 2011 |
RECI vs SCHD Performance
Columbia Research Enhanced Core Premium Income ETF (RECI) is a ETF from Columbia Threadneedle Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, RECI is up 1.33% versus a gain of 26.50% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.4% for RECI 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
RECI charges 0.30% per year while SCHD charges 0.06%. On a $10,000 position that is $30 vs $6 annually, a gap of $24 per year that compounds over a long holding period. On income, RECI currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
RECI and SCHD share 22 holdings out of 434 unique holdings combined, representing a 6.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, RECI or SCHD?
RECI has an expense ratio of 0.30% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $24 per year of difference.
What is the holdings overlap between RECI and SCHD?
RECI and SCHD share 22 common holdings with a 6.9% weight overlap. Combined, they hold 434 unique securities.
Which pays a higher dividend, RECI or SCHD?
RECI yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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