REMX vs SCHD
VanEck Rare Earth and Strategic Metals ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. REMX delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | REMX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.53% | 0.06% | |
| AUM | $2.1B | $103.7B | |
| Dividend Yield | 1.47% | 3.31% | |
| Holdings | 35 | 104 | |
| YTD Return | +2.18% | +25.33% | |
| 1Y Return | +38.95% | +32.31% | |
| 3Y Return (annualized) | +0.95% | +15.40% | |
| 5Y Return (annualized) | -5.32% | +9.70% | |
| Volatility (annualized) | 36.1% | 13.6% | |
| Max Drawdown | -90.2% | -33.4% | |
| Fund Family | VanEck | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 27, 2010 | Oct 20, 2011 |
REMX vs SCHD Performance
VanEck Rare Earth and Strategic Metals ETF (REMX) is a ETF from VanEck and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year REMX returned +38.95% while SCHD returned +32.31%. Year to date, REMX is up 2.18% versus a gain of 25.33% for SCHD.
Over three years, REMX compounded at +0.95% per year against +15.40% for SCHD; over five years the annualized figures are -5.32% and +9.70% respectively. Across the full 15-year window we track, SCHD has the edge at +11.45% annualized vs -4.16%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
REMX has been the more volatile fund, with annualized monthly volatility of 36.1% compared with 13.6% for SCHD. 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 -90.2% for REMX 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
REMX charges 0.53% per year while SCHD charges 0.06%. On a $10,000 position that is $53 vs $6 annually, a gap of $47 per year that compounds over a long holding period. On income, REMX currently yields 1.47% against 3.31% for SCHD.
Holdings Overlap
REMX and SCHD share 0 holdings out of 127 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, REMX or SCHD?
REMX has an expense ratio of 0.53% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, REMX or SCHD?
Over the past year REMX returned +38.95% vs +32.31% for SCHD, so REMX leads on 1-year performance. Over the longest common window we track (15 years), REMX annualized -4.16% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, REMX or SCHD?
REMX has been the more volatile fund at 36.1% annualized versus 13.6% for SCHD. Worst drawdown: REMX -90.2% vs SCHD -33.4%.
Should I hold both REMX and SCHD?
REMX and SCHD have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between REMX and SCHD?
REMX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 127 unique securities.
Which pays a higher dividend, REMX or SCHD?
REMX yields 1.47% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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