RECI vs SCHK

RECI vs SCHK

Which is better, RECI or SCHK?

SCHK costs less.

SCHK has a lower expense ratio.

Lower Fees: SCHK

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

MetricRECISCHK
Expense Ratio0.30%0.03%Best
AUM$10M$5.8B
Dividend Yield0.67%1.04%
Holdings715986
YTD Return+2.97%+13.20%Best
1Y Return-+16.85%
3Y Return (annualized)-+22.21%
5Y Return (annualized)-+12.41%
Fund FamilyColumbia Threadneedle InvestmentsCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 14, 2026Oct 11, 2017

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

RECI vs SCHK 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.

Compare RECI against instead:RECI vs SPYRECI vs QQQRECI vs VOORECI vs VTISCHK against:SCHK vs VXUS

RECI vs SCHK Performance

Columbia Research Enhanced Core Premium Income ETF (RECI) is an ETF from Columbia Threadneedle Investments and Schwab 1000 Index ETF (SCHK) is an ETF from Charles Schwab Asset Management. Year to date, RECI is up 2.97% versus a gain of 13.20% for SCHK.

Past performance does not guarantee future results.

Fees and Cost Over Time

RECI charges 0.30% per year while SCHK charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, RECI currently yields 0.67% against 1.04% for SCHK.

Holdings Overlap

SCHK already in RECI37.8%

At least 37.8% of SCHK's money is in holdings RECI also owns.

Stated as a floor: for RECI, our book for it covers 80.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

303 positions in common, counted across the 354 positions we hold weights for in RECI and 998 in SCHK, against full books of 715 and 986.

Top Shared Holdings

StockWeight in RECIWeight in SCHKDifference
NVDANvidia Corp10.27%7.83%2.44%
AAPLApple, Inc9.59%6.74%2.85%
METAMeta Platforms Inc3.76%2.22%1.54%
MUMicron Technology, Inc.2.01%1.68%0.33%
MAMastercard Inc1.83%0.62%1.21%
BACBank of America Corp.: Financials1.37%0.48%0.89%
CVXChevron Corp1.23%0.57%0.66%
CSCOCisco Systems Inc. - Ordinary Shares0.84%0.61%0.23%
PLTRPalantir Technologies Inc0.84%0.60%0.24%
LRCXLrcx Uw Equity0.68%0.60%0.08%

37.8% of SCHK is already inside RECI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

RECISCHK

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RECI or SCHK?

RECI has an expense ratio of 0.30% while SCHK charges 0.03%. SCHK is the cheaper option, by $27 a year on a $10,000 investment.

What is the holdings overlap between RECI and SCHK?

At least 37.8% of SCHK's money is in holdings RECI also owns. Our book for RECI is partial, so the real figure is this or higher. They hold 303 positions in common, counted across the 354 positions we hold weights for in RECI and 998 in SCHK.

Which pays a higher dividend, RECI or SCHK?

RECI yields 0.67% while SCHK yields 1.04%, so SCHK currently pays the higher dividend yield.

Is SCHK better than RECI?

SCHK has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.