BAIV vs SCHD
Brown Advisory International Value Select ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | BAIV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.06% | |
| AUM | $157M | $112.2B | |
| Dividend Yield | - | 3.13% | |
| Holdings | 56 | 103 | |
| YTD Return | +12.70% | +27.60% | |
| 1Y Return | - | +29.63% | |
| 3Y Return (annualized) | - | +16.43% | |
| 5Y Return (annualized) | - | +10.05% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -11.4% | -33.4% | |
| Fund Family | Brown Advisory | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Feb 25, 2026 | Oct 20, 2011 |
BAIV vs SCHD Performance
Brown Advisory International Value Select ETF (BAIV) is a ETF from Brown Advisory and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, BAIV is up 12.70% versus a gain of 27.60% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -11.4% for BAIV 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
BAIV charges 0.60% per year while SCHD charges 0.06%. On a $10,000 position that is $60 vs $6 annually, a gap of $54 per year that compounds over a long holding period.
Holdings Overlap
BAIV and SCHD share 0 holdings out of 151 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, BAIV or SCHD?
BAIV has an expense ratio of 0.60% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $54 per year of difference.
What is the holdings overlap between BAIV and SCHD?
BAIV and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 151 unique securities.
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