REMC vs SCHD

REMC vs SCHD

Which is better, REMC or SCHD?

Mid Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. REMC is less concentrated, with 15.6% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDLess Concentrated: REMC

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

MetricREMCSCHD
Expense Ratio0.32%0.06%Best
AUM-$112.1B
Dividend Yield0.07%3.00%
Holdings281103
YTD Return+12.81%+23.46%Best
1Y Return-+27.20%
3Y Return (annualized)-+15.41%
5Y Return (annualized)-+10.16%
Top 10 Weight15.6%Best41.8%
Fund FamilyColumbia Threadneedle InvestmentsCharles Schwab Asset Management
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Value
InceptionDec 11, 2025Oct 20, 2011

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

REMC 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.

REMC vs SCHD Performance

Columbia Research Enhanced Mid Cap ETF (REMC) 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, REMC is up 12.81% versus a gain of 23.46% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

REMC charges 0.32% per year while SCHD charges 0.06%. On a $10,000 position that is $32 vs $6 annually, a gap of $26 per year that compounds over a long holding period. On income, REMC currently yields 0.07% against 3.00% for SCHD.

Holdings Overlap

REMC already in SCHD5.0%
SCHD already in REMC5.2%

5.0% of REMC's money is in holdings SCHD also owns. 5.2% of SCHD's money is in holdings REMC also owns.

SCHD and REMC share little of their money.

12 positions in common, counted across the 279 positions we hold weights for in REMC and 100 in SCHD, against full books of 281 and 103.

What only one of them owns

Our book lists 87 positions for SCHD that do not appear in our book for REMC (94.8% of the fund), and 257 for REMC that do not appear in SCHD (91.1%).

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 REMCWeight in SCHDDifference
FFord Motor Credit1.11%1.33%0.22%
RFRegions Financial Corp.0.55%0.62%0.07%
TROWT Rowe Price Grp0.51%0.58%0.07%
BRBroadridge Financial Solutions, Inc.0.50%0.51%0.01%
SNASnap-On Inc.0.47%0.49%0.02%
DINOHF Sinclair Corp0.44%0.38%0.06%
APAApa Corp0.39%0.37%0.02%
BBYBest Buy Co. Inc.0.33%0.38%0.05%
WSOWatsco Inc0.27%0.26%0.01%
CNACna Financial Corp0.29%0.03%0.26%

You are not choosing between two funds in isolation.

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

REMCSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, REMC or SCHD?

REMC has an expense ratio of 0.32% while SCHD charges 0.06%. SCHD is the cheaper option, by $26 a year on a $10,000 investment.

What is the holdings overlap between REMC and SCHD?

5.2% of SCHD's money is in holdings REMC also owns. 5.2% of SCHD's is in holdings REMC also owns. They hold 12 positions in common, counted across the 279 positions we hold weights for in REMC and 100 in SCHD.

Which pays a higher dividend, REMC or SCHD?

REMC yields 0.07% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than REMC?

SCHD has a lower expense ratio. REMC is less concentrated, with 15.6% 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.