REVS vs SCHD
Columbia Research Enhanced Value ETF vs Schwab US Dividend Equity ETF
Which is better, REVS or SCHD?
Each has led over a different period.
SCHD has a lower expense ratio. REVS led over 3Y, 5Y and the full window, SCHD over 1Y. The two have moved almost in lockstep, correlation 0.94. REVS is less concentrated, with 33.2% of the fund in its ten largest positions against 41.8%.
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 | REVS | SCHD |
|---|---|---|
| Expense Ratio | 0.19% | 0.06%Best |
| AUM | $350M | $112.1B |
| Dividend Yield | 1.78% | 3.00% |
| Holdings | 310 | 103 |
| YTD Return | +17.33% | +23.46%Best |
| 1Y Return | +22.32% | +27.20%Best |
| 3Y Return (annualized) | +19.42%Best | +15.41% |
| 5Y Return (annualized) | +12.97%Best | +10.16% |
| Volatility (annualized) | 16.5%Tie | 16.5%Tie |
| Max Drawdown | -37.9% | -33.4%Best |
| $10,000 over 5 years | $18,400Best | $16,223 |
| Top 10 Weight | 33.2%Best | 41.8% |
| Fund Family | Columbia Threadneedle Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Sep 25, 2019 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Sep 25, 2019 to Sep 18, 2026 (7 years).
REVS 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 covers the 7 years both funds cover.
REVS vs SCHD Performance
Columbia Research Enhanced Value ETF (REVS) is an ETF from Columbia Threadneedle Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year REVS returned +22.32% while SCHD returned +27.20%. Year to date, REVS is up 17.33% versus a gain of 23.46% for SCHD.
Over three years, REVS compounded at +19.42% per year against +15.41% for SCHD; over five years the annualized figures are +12.97% and +10.16% respectively. Across the full 7-year window we track, REVS has the edge at +13.28% annualized vs +12.33%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
REVS and SCHD have been equally volatile, both at 16.5% annualized.
The deepest peak-to-trough decline in our data was -37.9% for REVS and -33.4% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
REVS charges 0.19% per year while SCHD charges 0.06%. On a $10,000 position that is $19 vs $6 annually, a gap of $13 per year that compounds over a long holding period. On income, REVS currently yields 1.78% against 3.00% for SCHD.
Holdings Overlap
14.2% of REVS's money is in holdings SCHD also owns. 31.3% of SCHD's money is in holdings REVS also owns.
The two portfolios partly overlap.
20 positions in common, counted across the 298 positions we hold weights for in REVS and 100 in SCHD, against full books of 310 and 103.
What only one of them owns
Our book lists 79 positions for SCHD that do not appear in our book for REVS (68.6% of the fund), and 265 for REVS that do not appear in SCHD (83.4%).
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
| Stock | Weight in REVS | Weight in SCHD | Difference |
|---|---|---|---|
| CVXChevron Corp | 2.88% | 4.02% | 1.14% |
| COPConocophillips Common Stock USD 0.01 | 1.22% | 3.94% | 2.72% |
| BMYBristol-Myers Squibb Co. | 1.80% | 3.33% | 1.53% |
| MOAltria Group Inc | 2.23% | 2.79% | 0.56% |
| AMGNAmgen Inc. | 0.18% | 4.70% | 4.52% |
| ADPAutomatic Data Processing, Inc. | 0.80% | 2.79% | 1.99% |
| TGTTarget Corp Common Stock Usd.0833 | 1.29% | 1.78% | 0.49% |
| CMCSAComcast Corp-class A Cmcsa | 0.69% | 2.31% | 1.62% |
| FFord Motor Credit | 1.03% | 1.33% | 0.30% |
| GISGeneral Mills In | 0.40% | 0.54% | 0.14% |
31.3% of SCHD is already inside REVS.
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, REVS or SCHD?
REVS has an expense ratio of 0.19% while SCHD charges 0.06%. SCHD is the cheaper option, by $13 a year on a $10,000 investment.
Which performed better, REVS or SCHD?
Over the past year REVS returned +22.32% vs +27.20% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), REVS annualized +13.28% vs +12.33% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, REVS or SCHD?
REVS and SCHD have been equally volatile, both at 16.5% annualized. Worst drawdown: REVS -37.9% vs SCHD -33.4%.
Should I hold both REVS and SCHD?
REVS and SCHD have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between REVS and SCHD?
31.3% of SCHD's money is in holdings REVS also owns. 31.3% of SCHD's is in holdings REVS also owns. They hold 20 positions in common, counted across the 298 positions we hold weights for in REVS and 100 in SCHD.
Which pays a higher dividend, REVS or SCHD?
REVS yields 1.78% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than REVS?
SCHD has a lower expense ratio. REVS led over 3Y, 5Y and the full window, SCHD over 1Y. The two have moved almost in lockstep, correlation 0.94. REVS is less concentrated, with 33.2% 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.