RVRB vs SCHD

RVRB vs SCHD

Which is better, RVRB or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. RVRB led over the full window, SCHD over 1Y. RVRB is less concentrated, with 38.2% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDHigher Returns: splitLess Concentrated: RVRB

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

MetricRVRBSCHD
Expense Ratio0.30%0.06%Best
AUM$5M$112.1B
Dividend Yield0.86%3.00%
Holdings499103
Volatility (annualized)12.9%Best13.5%
Max Drawdown-19.1%-16.1%Best
$10,000 over 3.4 years$17,218Best$14,242
Top 10 Weight38.2%Best41.8%
Fund FamilyReverb ETFCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionNov 3, 2022Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 168 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. RVRB has data through Mar 26, 2026 and SCHD through Sep 10, 2026.

Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: Nov 4, 2022 to Mar 26, 2026 (3.4 years).

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 12.9% for RVRB. 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 -19.1% for RVRB and -16.1% 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 0.57. They move together some of the time, and apart the rest.

Fees and Cost Over Time

RVRB charges 0.30% per year while SCHD charges 0.06%. On a $10,000 position that is $30 vs $6 annually, a gap of $24 per year that compounds over a long holding period. On income, RVRB currently yields 0.86% against 3.00% for SCHD.

Holdings Overlap

RVRB already in SCHD7.7%
SCHD already in RVRB94.1%

7.7% of RVRB's money is in holdings SCHD also owns. 94.1% of SCHD's money is in holdings RVRB also owns.

Most of SCHD is already inside RVRB. Owning both mostly buys the same companies twice.

The two holdings books were reported 243 days apart, RVRB as of Dec 31, 2025 and SCHD as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

44 positions in common, counted across the 493 positions we hold weights for in RVRB and 100 in SCHD, against full books of 499 and 103.

What only one of them owns

Our book lists 55 positions for SCHD that do not appear in our book for RVRB (5.8% of the fund), and 396 for RVRB that do not appear in SCHD (88.1%).

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 RVRBWeight in SCHDDifference
MRKMerck & Co. Inc.0.44%4.77%4.33%
ABTAbbott Laboratories0.34%4.69%4.35%
AMGNAmgen Inc.0.28%4.70%4.42%
KOCoca Cola Co.0.50%4.17%3.67%
CVXChevron Corp.0.52%4.02%3.50%
HDHome Depot Inc/The0.64%3.88%3.24%
PGProcter & Gamble Company0.55%3.83%3.28%
UNHUnitedhealth Group Inc.0.46%3.82%3.36%
VZVerizon Communications, Inc.0.26%3.97%3.71%
COPConocophillips Co0.19%3.94%3.75%

94.1% of SCHD is already inside RVRB.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

RVRBSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RVRB or SCHD?

RVRB has an expense ratio of 0.30% while SCHD charges 0.06%. SCHD is the cheaper option, by $24 a year on a $10,000 investment.

Which is riskier, RVRB or SCHD?

SCHD has been the more volatile fund at 13.5% annualized versus 12.9% for RVRB. Worst drawdown: RVRB -19.1% vs SCHD -16.1%.

Should I hold both RVRB and SCHD?

RVRB and SCHD have a monthly-return correlation of 0.57, 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 RVRB and SCHD?

94.1% of SCHD's money is in holdings RVRB also owns. 94.1% of SCHD's is in holdings RVRB also owns. They hold 44 positions in common, counted across the 493 positions we hold weights for in RVRB and 100 in SCHD.

Which pays a higher dividend, RVRB or SCHD?

RVRB yields 0.86% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than RVRB?

SCHD has a lower expense ratio. RVRB led over the full window, SCHD over 1Y. RVRB is less concentrated, with 38.2% 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.