BABW vs SCHD

BABW vs SCHD

Which is better, BABW or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricBABWSCHD
Expense Ratio1.00%0.06%Best
AUM$2M$112.2B
Dividend Yield47.64%3.13%
Holdings5103
YTD Return-44.44%+28.59%Best
1Y Return-+31.77%
3Y Return (annualized)-+16.70%
5Y Return (annualized)-+10.09%
Fund FamilyRoundhill InvestmentsCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionOct 23, 2025Oct 20, 2011

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

BABW 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.

BABW vs SCHD Performance

Roundhill BABA WeeklyPay ETF (BABW) is an ETF from Roundhill Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, BABW is down 44.44% versus a gain of 28.59% for SCHD.

Past performance does not guarantee future results.

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

We hold position weights for 2 holdings in BABW and 100 in SCHD, totalling 33.9% and 100.0% 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 2 positions we hold weights for in BABW and 100 in SCHD, against full books of 5 and 103.

You are not choosing between two funds in isolation.

Whichever of BABW and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BABWSCHD

Free for up to 10 holdings. No account needed.

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, by $94 a year on a $10,000 investment.

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.

Is SCHD better than BABW?

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