REVS vs SCHD
REVS vs SCHD
Columbia Research Enhanced Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. REVS offers more diversification with 300 holdings.
Side-by-Side Comparison
| Metric | REVS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.06% | |
| AUM | $321M | $103.7B | |
| Dividend Yield | 1.91% | 3.31% | |
| Holdings | 310 | 104 | |
| YTD Return | +18.34% | +23.31% | |
| 1Y Return | +28.97% | +30.42% | |
| 3Y Return (annualized) | +18.82% | +14.66% | |
| 5Y Return (annualized) | +12.75% | +9.59% | |
| Volatility (annualized) | 16.6% | 13.6% | |
| Max Drawdown | -37.9% | -33.4% | |
| Fund Family | Columbia Threadneedle Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 25, 2019 | Oct 20, 2011 |
REVS vs SCHD Performance
Columbia Research Enhanced Value ETF (REVS) is a ETF from Columbia Threadneedle Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year REVS returned +28.97% while SCHD returned +30.42%. Year to date, REVS is up 18.34% versus a gain of 23.31% for SCHD.
Over three years, REVS compounded at +18.82% per year against +14.66% for SCHD; over five years the annualized figures are +12.75% and +9.59% respectively. Across the full 7-year window we track, REVS has the edge at +13.67% annualized vs +11.34%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
REVS has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 13.6% for SCHD. 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 -37.9% for REVS and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
REVS charges 0.19% per year while SCHD charges 0.06%. On a $10,000 position that is $19 vs $6 annually, a gap of $13 per year that compounds over a long holding period. On income, REVS currently yields 1.91% against 3.31% for SCHD.
Holdings Overlap
REVS and SCHD share 26 holdings out of 374 unique holdings combined, representing a 14.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in REVS | Weight in SCHD | Difference |
|---|---|---|---|
| PG | 3.30% | 4.15% | 0.85% |
| CVX | 1.93% | 3.95% | 2.02% |
| TXN | 1.25% | 3.70% | 2.45% |
| BMY | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
| MO | Pro | Pro | Pro |
| QCOM | Pro | Pro | Pro |
| ADP | Pro | Pro | Pro |
| CMCSA | Pro | Pro | Pro |
| TGT | Pro | Pro | Pro |
See all 10 holdings REVS 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, REVS or SCHD?
REVS has an expense ratio of 0.19% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $13 per year of difference.
Which performed better, REVS or SCHD?
Over the past year REVS returned +28.97% vs +30.42% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), REVS annualized +13.67% vs +11.34% for SCHD. Past performance does not guarantee future results.
Which is riskier, REVS or SCHD?
REVS has been the more volatile fund at 16.6% annualized versus 13.6% for SCHD. Worst drawdown: REVS -37.9% vs SCHD -33.4%.
Should I hold both REVS and SCHD?
REVS and SCHD have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between REVS and SCHD?
REVS and SCHD share 26 common holdings with a 14.1% weight overlap. Combined, they hold 374 unique securities.
Which pays a higher dividend, REVS or SCHD?
REVS yields 1.91% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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