BRIE vs SCHD
MFS Blended Research International Equity ETF vs Schwab US Dividend Equity ETF
Which is better, BRIE or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y. BRIE is less concentrated, with 21.4% 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 | BRIE | SCHD |
|---|---|---|
| Expense Ratio | 0.34% | 0.06%Best |
| AUM | $641M | $111.6B |
| Dividend Yield | 0.36% | 3.24% |
| Holdings | 168 | 206 |
| YTD Return | +10.45% | +24.55%Best |
| 1Y Return | +19.82% | +29.85%Best |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Volatility (annualized) | 14.1%Best | 14.6% |
| Top 10 Weight | 21.4%Best | 41.6% |
| Fund Family | MFS Investment Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Oct 22, 2025 | Oct 20, 2011 |
Not shown on this pair: Max Drawdown, $10,000 over the window.
BRIE 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.
BRIE vs SCHD Performance
MFS Blended Research International Equity ETF (BRIE) is an ETF from MFS Investment Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BRIE returned +19.82% while SCHD returned +29.85%. Year to date, BRIE is up 10.45% versus a gain of 24.55% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 14.1% for BRIE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BRIE charges 0.34% per year while SCHD charges 0.06%. On a $10,000 position that is $34 vs $6 annually, a gap of $28 per year that compounds over a long holding period. On income, BRIE currently yields 0.36% against 3.24% for SCHD.
Holdings Overlap
We hold position weights for 155 holdings in BRIE and 98 in SCHD, totalling 95.9% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 155 positions we hold weights for in BRIE and 98 in SCHD, against full books of 168 and 206.
What only one of them owns
Our book lists 97 positions for SCHD that do not appear in our book for BRIE (99.8% of the fund), and 10 for BRIE that do not appear in SCHD (3.8%).
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 BRIE 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, BRIE or SCHD?
BRIE has an expense ratio of 0.34% while SCHD charges 0.06%. SCHD is the cheaper option, by $28 a year on a $10,000 investment.
Which performed better, BRIE or SCHD?
Over the past year BRIE returned +19.82% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BRIE or SCHD?
SCHD has been the more volatile fund at 14.6% annualized versus 14.1% for BRIE.
Should I hold both BRIE and SCHD?
BRIE and SCHD have a monthly-return correlation of 0.64, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BRIE or SCHD?
BRIE yields 0.36% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BRIE?
SCHD has a lower expense ratio. SCHD led over 1Y. BRIE is less concentrated, with 21.4% 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.