RSMV vs SCHD
Relative Strength Managed Volatility Strategy ETF vs Schwab US Dividend Equity ETF
Which is better, RSMV or SCHD?
SCHD has been ahead.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 43.3%.
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 | RSMV | SCHD |
|---|---|---|
| Expense Ratio | 0.95% | 0.06%Best |
| AUM | $20M | $112.1B |
| Dividend Yield | 0.95% | 3.00% |
| Holdings | 37 | 103 |
| YTD Return | +4.50% | +24.04%Best |
| 1Y Return | +9.18% | +27.95%Best |
| 3Y Return (annualized) | - | +15.51% |
| 5Y Return (annualized) | - | +9.80% |
| Volatility (annualized) | 11.6%Best | 13.6% |
| Max Drawdown | -17.6% | -14.0%Best |
| $10,000 over 1.7 years | $11,666 | $13,050Best |
| Top 10 Weight | 43.3% | 41.8%Best |
| Fund Family | Teucrium | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jan 13, 2025 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 14, 2025 to Sep 16, 2026 (1.7 years).
RSMV 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 1.7 years both funds cover.
RSMV vs SCHD Performance
Relative Strength Managed Volatility Strategy ETF (RSMV) is an ETF from Teucrium and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year RSMV returned +9.18% while SCHD returned +27.95%. Year to date, RSMV is up 4.50% versus a gain of 24.04% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 11.6% for RSMV. 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 -17.6% for RSMV and -14.0% 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 0.19. They move largely independently of each other.
Fees and Cost Over Time
RSMV charges 0.95% per year while SCHD charges 0.06%. On a $10,000 position that is $95 vs $6 annually, a gap of $89 per year that compounds over a long holding period. On income, RSMV currently yields 0.95% against 3.00% for SCHD.
Holdings Overlap
15.5% of RSMV's money is in holdings SCHD also owns. 20.7% of SCHD's money is in holdings RSMV also owns.
SCHD and RSMV share little of their money.
5 positions in common, counted across the 29 positions we hold weights for in RSMV and 100 in SCHD, against full books of 37 and 103.
What only one of them owns
Our book lists 94 positions for SCHD that do not appear in our book for RSMV (79.3% of the fund), and 24 for RSMV that do not appear in SCHD (84.1%).
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.
20.7% of SCHD is already inside RSMV.
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, RSMV or SCHD?
RSMV has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option, by $89 a year on a $10,000 investment.
Which performed better, RSMV or SCHD?
Over the past year RSMV returned +9.18% vs +27.95% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), RSMV annualized +9.49% vs +16.95% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RSMV or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 11.6% for RSMV. Worst drawdown: RSMV -17.6% vs SCHD -14.0%.
Should I hold both RSMV and SCHD?
RSMV and SCHD have a monthly-return correlation of 0.19, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between RSMV and SCHD?
20.7% of SCHD's money is in holdings RSMV also owns. 20.7% of SCHD's is in holdings RSMV also owns. They hold 5 positions in common, counted across the 29 positions we hold weights for in RSMV and 100 in SCHD.
Which pays a higher dividend, RSMV or SCHD?
RSMV yields 0.95% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than RSMV?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 43.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.