RESM vs SCHD
RESM vs SCHD
Columbia Research Enhanced Small Cap ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. RESM offers more diversification with 961 holdings.
Side-by-Side Comparison
| Metric | RESM | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.32% | 0.06% | |
| AUM | - | $103.7B | |
| Dividend Yield | 0.08% | 3.31% | |
| Holdings | 998 | 104 | |
| YTD Return | +23.20% | +24.26% | |
| 1Y Return | - | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -8.5% | -33.4% | |
| Fund Family | Columbia Threadneedle Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 11, 2025 | Oct 20, 2011 |
RESM vs SCHD Performance
Columbia Research Enhanced Small Cap ETF (RESM) is a ETF from Columbia Threadneedle Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, RESM is up 23.20% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.5% for RESM 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
RESM charges 0.32% per year while SCHD charges 0.06%. On a $10,000 position that is $32 vs $6 annually, a gap of $26 per year that compounds over a long holding period. On income, RESM currently yields 0.08% against 3.31% for SCHD.
Holdings Overlap
RESM and SCHD share 23 holdings out of 1038 unique holdings combined, representing a 1.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in RESM | Weight in SCHD | Difference |
|---|---|---|---|
| MUR | 0.26% | 0.13% | 0.13% |
| MC | 0.24% | 0.13% | 0.11% |
| KFY | 0.18% | 0.10% | 0.08% |
| APAM | Pro | Pro | Pro |
| BANR | Pro | Pro | Pro |
| LANC | Pro | Pro | Pro |
| CNS | Pro | Pro | Pro |
| OFG:PR | Pro | Pro | Pro |
| CHCO | Pro | Pro | Pro |
| STBA | Pro | Pro | Pro |
See all 10 holdings RESM shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, RESM or SCHD?
RESM has an expense ratio of 0.32% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
What is the holdings overlap between RESM and SCHD?
RESM and SCHD share 23 common holdings with a 1.1% weight overlap. Combined, they hold 1038 unique securities.
Which pays a higher dividend, RESM or SCHD?
RESM yields 0.08% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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