BABW vs SCHD
Roundhill BABA WeeklyPay ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | BABW | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.06% | |
| AUM | $1M | $108.7B | |
| Dividend Yield | 47.64% | 3.13% | |
| Holdings | 5 | 104 | |
| YTD Return | -35.59% | +26.54% | |
| 1Y Return | - | +30.90% | |
| 3Y Return (annualized) | - | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -58.3% | -33.4% | |
| Fund Family | Roundhill Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 23, 2025 | Oct 20, 2011 |
BABW vs SCHD Performance
Roundhill BABA WeeklyPay ETF (BABW) is a ETF from Roundhill Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, BABW is down 35.59% versus a gain of 26.54% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -58.3% for BABW 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
BABW charges 1.00% per year while SCHD charges 0.06%. On a $10,000 position that is $100 vs $6 annually, a gap of $94 per year that compounds over a long holding period. On income, BABW currently yields 47.64% against 3.13% for SCHD.
Holdings Overlap
BABW and SCHD share 0 holdings out of 102 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BABW or SCHD?
BABW has an expense ratio of 1.00% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
What is the holdings overlap between BABW and SCHD?
BABW and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, BABW or SCHD?
BABW yields 47.64% while SCHD yields 3.13%, so BABW currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.