RECI vs SCHD
Columbia Research Enhanced Core Premium Income ETF vs Schwab US Dividend Equity ETF
Which is better, RECI or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio.
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
| Metric | RECI | SCHD |
|---|---|---|
| Expense Ratio | 0.30% | 0.06%Best |
| AUM | - | $112.2B |
| Dividend Yield | 0.00% | 3.13% |
| Holdings | 360 | 103 |
| YTD Return | +1.56% | +26.13%Best |
| 1Y Return | - | +30.01% |
| 3Y Return (annualized) | - | +16.09% |
| 5Y Return (annualized) | - | +9.95% |
| Fund Family | Columbia Threadneedle Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jul 14, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
RECI 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.
RECI vs SCHD Performance
Columbia Research Enhanced Core Premium Income ETF (RECI) is an ETF from Columbia Threadneedle Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, RECI is up 1.56% versus a gain of 26.13% for SCHD.
Past performance does not guarantee future results.
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
At least 33.3% of SCHD's money is in holdings RECI also owns.
Stated as a floor: for RECI, our book for it covers 80.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
22 positions in common, counted across the 342 positions we hold weights for in RECI and 100 in SCHD, against full books of 360 and 103.
Top Shared Holdings
| Stock | Weight in RECI | Weight in SCHD | Difference |
|---|---|---|---|
| CVXChevron Corp.United States -Energy | 1.14% | 3.74% | 2.60% |
| AMGNAmgen Inc. | 0.25% | 4.62% | 4.37% |
| BMYBristol-Myers Squibb Co. | 0.90% | 3.31% | 2.41% |
| COPConocophillips Co | 0.47% | 3.59% | 3.12% |
| MOAltria Group Inc. | 0.99% | 2.86% | 1.87% |
| ADPAutomatic Data Processing, Inc. | 0.66% | 2.72% | 2.06% |
| ACNAccenture Plc Class A | 0.22% | 2.70% | 2.48% |
| CMCSACOMCAST CORP CLASS A | 0.43% | 2.26% | 1.83% |
| TGTTarget Corp. | 0.53% | 1.70% | 1.17% |
| FFord Motor Credit | 0.42% | 1.37% | 0.95% |
33.3% of SCHD is already inside RECI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $24 a year on a $10,000 investment.
What is the holdings overlap between RECI and SCHD?
At least 33.3% of SCHD's money is in holdings RECI also owns. Our book for RECI is partial, so the real figure is this or higher. They hold 22 positions in common, counted across the 342 positions we hold weights for in RECI and 100 in SCHD.
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.
Is SCHD better than RECI?
SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.