AEMG vs SCHD
Harbor AlphaEdge Mid Cap Growth ETF vs Schwab US Dividend Equity ETF
Which is better, AEMG or SCHD?
Mid Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. AEMG is less concentrated, with 27.8% of the fund in its ten largest positions against 41.6%.
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 | AEMG | SCHD |
|---|---|---|
| Expense Ratio | 0.38% | 0.06%Best |
| AUM | $2M | $111.6B |
| Dividend Yield | 0.00% | 3.24% |
| Holdings | 115 | 206 |
| YTD Return | -2.28% | +24.55%Best |
| 1Y Return | - | +29.85% |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Top 10 Weight | 27.8%Best | 41.6% |
| Fund Family | Harbor Funds | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Value |
| Inception | Aug 26, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
AEMG vs SCHD 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.
AEMG vs SCHD Performance
Harbor AlphaEdge Mid Cap Growth ETF (AEMG) is an ETF from Harbor Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, AEMG is down 2.28% versus a gain of 24.55% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
AEMG charges 0.38% per year while SCHD charges 0.06%. On a $10,000 position that is $38 vs $6 annually, a gap of $32 per year that compounds over a long holding period. On income, AEMG currently yields 0.00% against 3.24% for SCHD.
Holdings Overlap
2.0% of AEMG's money is in holdings SCHD also owns. 3.2% of SCHD's money is in holdings AEMG also owns.
SCHD and AEMG share little of their money.
4 positions in common, counted across the 126 positions we hold weights for in AEMG and 98 in SCHD, against full books of 115 and 206.
What only one of them owns
Our book lists 93 positions for SCHD that do not appear in our book for AEMG (96.5% of the fund), and 113 for AEMG that do not appear in SCHD (91.8%).
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 AEMG and SCHD 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, AEMG or SCHD?
AEMG has an expense ratio of 0.38% while SCHD charges 0.06%. SCHD is the cheaper option, by $32 a year on a $10,000 investment.
What is the holdings overlap between AEMG and SCHD?
3.2% of SCHD's money is in holdings AEMG also owns. 3.2% of SCHD's is in holdings AEMG also owns. They hold 4 positions in common, counted across the 126 positions we hold weights for in AEMG and 98 in SCHD.
Which pays a higher dividend, AEMG or SCHD?
AEMG yields 0.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than AEMG?
SCHD has a lower expense ratio. AEMG is less concentrated, with 27.8% of the fund in its ten largest positions against 41.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.