SCHD vs USFE
Schwab US Dividend Equity ETF vs First Eagle US Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | USFE | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.45% | |
| AUM | $108.7B | $3M | |
| Dividend Yield | 3.13% | 0.00% | |
| Holdings | 104 | 57 | |
| YTD Return | +27.93% | +9.33% | |
| 1Y Return | +30.06% | - | |
| 3Y Return (annualized) | +16.25% | - | |
| 5Y Return (annualized) | +10.03% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -9.4% | |
| Fund Family | Charles Schwab Asset Management | First Eagle Investments | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Jan 27, 2026 |
SCHD vs USFE Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and First Eagle US Equity ETF (USFE) is a ETF from First Eagle Investments. Year to date, SCHD is up 27.93% versus a gain of 9.33% for USFE.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -9.4% for USFE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 3.13% against 0.00% for USFE.
Holdings Overlap
SCHD and USFE share 5 holdings out of 148 unique holdings combined, representing a 7.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $39 per year of difference.
What is the holdings overlap between SCHD and USFE?
SCHD and USFE share 5 common holdings with a 7.7% weight overlap. Combined, they hold 148 unique securities.
Which pays a higher dividend, SCHD or USFE?
SCHD yields 3.13% while USFE yields 0.00%, so SCHD currently pays the higher dividend yield.
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