SCHD vs USFE
Schwab US Dividend Equity ETF vs First Eagle US Equity ETF
Which is better, SCHD or USFE?
SCHD costs less.
SCHD has a lower expense ratio. USFE is less concentrated, with 37.0% 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 | SCHD | USFE |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.45% |
| AUM | $112.1B | $3M |
| Dividend Yield | 3.00% | 0.00% |
| Holdings | 103 | 57 |
| YTD Return | +23.46%Best | +5.78% |
| 1Y Return | +27.20% | - |
| 3Y Return (annualized) | +15.41% | - |
| 5Y Return (annualized) | +10.16% | - |
| Top 10 Weight | 41.8% | 37.0%Best |
| Fund Family | Charles Schwab Asset Management | First Eagle Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 20, 2011 | Jan 27, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
SCHD vs USFE 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
SCHD vs USFE Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and First Eagle US Equity ETF (USFE) is an ETF from First Eagle Investments. Year to date, SCHD is up 23.46% versus a gain of 5.78% for USFE.
Past performance does not guarantee future results.
Fees and Cost Over Time
SCHD charges 0.06% per year while USFE charges 0.45%. On a $10,000 position that is $6 vs $45 annually, a gap of $39 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.00% for USFE.
Holdings Overlap
9.1% of SCHD's money is in holdings USFE also owns. 11.9% of USFE's money is in holdings SCHD also owns.
USFE and SCHD share little of their money.
5 positions in common, counted across the 100 positions we hold weights for in SCHD and 53 in USFE, against full books of 103 and 57.
What only one of them owns
Our book lists 42 positions for USFE that do not appear in our book for SCHD (79.0% of the fund), and 94 for SCHD that do not appear in USFE (90.9%).
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.
You are not choosing between two funds in isolation.
Whichever of SCHD and USFE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or USFE?
SCHD has an expense ratio of 0.06% while USFE charges 0.45%. SCHD is the cheaper option, by $39 a year on a $10,000 investment.
What is the holdings overlap between SCHD and USFE?
11.9% of USFE's money is in holdings SCHD also owns. 11.9% of USFE's is in holdings SCHD also owns. They hold 5 positions in common, counted across the 100 positions we hold weights for in SCHD and 53 in USFE.
Which pays a higher dividend, SCHD or USFE?
SCHD yields 3.00% while USFE yields 0.00%, so SCHD currently pays the higher dividend yield.
Is USFE better than SCHD?
SCHD has a lower expense ratio. USFE is less concentrated, with 37.0% 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.