RISE vs SCHD

RISE vs SCHD
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricRISESCHDWinner
Expense Ratio0.73%0.06%
AUM$22M$108.7B
Dividend Yield0.48%3.13%
Holdings94104
YTD Return-4.61%+26.50%
1Y Return-+31.25%
3Y Return (annualized)-+16.34%
5Y Return (annualized)-+10.10%
Volatility (annualized)-13.6%
Max Drawdown-9.6%-33.4%
Fund FamilyPictet Asset Management Ltd. (US)Charles Schwab Asset Management
CategoryEquityEquity
InceptionApr 22, 2026Oct 20, 2011

RISE vs SCHD Performance

Pictet Emerging Markets Rising Economies ETF (RISE) is a ETF from Pictet Asset Management Ltd. (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, RISE is down 4.61% versus a gain of 26.50% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -9.6% for RISE 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

RISE charges 0.73% per year while SCHD charges 0.06%. On a $10,000 position that is $73 vs $6 annually, a gap of $67 per year that compounds over a long holding period. On income, RISE currently yields 0.48% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

RISE and SCHD share 0 holdings out of 194 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, RISE or SCHD?

RISE has an expense ratio of 0.73% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

What is the holdings overlap between RISE and SCHD?

RISE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 194 unique securities.

Which pays a higher dividend, RISE or SCHD?

RISE yields 0.48% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free