BBB vs SCHD
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF vs Schwab US Dividend Equity ETF
Which is better, BBB or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. BBB led over 3Y, 5Y and the full window, SCHD over 1Y.
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 | BBB | SCHD |
|---|---|---|
| Expense Ratio | 0.96% | 0.06%Best |
| AUM | $8M | $112.1B |
| Dividend Yield | 0.15% | 3.00% |
| Holdings | 509 | 103 |
| YTD Return | +5.62% | +24.23%Best |
| 1Y Return | +2.46% | +27.90%Best |
| 3Y Return (annualized) | +19.26%Best | +15.55% |
| 5Y Return (annualized) | +19.26%Best | +9.97% |
| Volatility (annualized) | 175858.2% | 13.6%Best |
| Max Drawdown | - | -33.4% |
| $10,000 over 5 years | $24,125Best | $16,083 |
| Fund Family | Cyber Hornet ETF | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Dec 28, 2023 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 17, 2015 to Sep 17, 2026 (14.9 years).
BBB 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.
BBB vs SCHD Performance
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF (BBB) is an ETF from Cyber Hornet ETF and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BBB returned +2.46% while SCHD returned +27.90%. Year to date, BBB is up 5.62% versus a gain of 24.23% for SCHD.
Over three years, BBB compounded at +19.26% per year against +15.55% for SCHD; over five years the annualized figures are +19.26% and +9.97% respectively. Across the full 11-year window we track, BBB has the edge at +106.92% annualized vs +11.30%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBB has been the more volatile fund, with annualized monthly volatility of 175858.2% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.06. They move largely independently of each other.
Fees and Cost Over Time
BBB charges 0.96% per year while SCHD charges 0.06%. On a $10,000 position that is $96 vs $6 annually, a gap of $90 per year that compounds over a long holding period. On income, BBB currently yields 0.15% against 3.00% for SCHD.
Holdings Overlap
At least 94.9% of SCHD's money is in holdings BBB also owns.
Stated as a floor: for BBB, our book for it covers 59.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of SCHD is already inside BBB. Owning both mostly buys the same companies twice.
46 positions in common, counted across the 503 positions we hold weights for in BBB and 100 in SCHD, against full books of 509 and 103.
Top Shared Holdings
| Stock | Weight in BBB | Weight in SCHD | Difference |
|---|---|---|---|
| MRKMerck & Company Inc | 0.33% | 4.77% | 4.44% |
| AMGNAmgen Inc. | 0.21% | 4.70% | 4.49% |
| ABTAbbott Laboratories | 0.17% | 4.69% | 4.52% |
| KOCoca Cola Co. | 0.31% | 4.17% | 3.86% |
| CVXChevron Corp | 0.35% | 4.02% | 3.67% |
| HDHome Depot Inc/The | 0.29% | 3.88% | 3.59% |
| VZVerizon Communic | 0.19% | 3.97% | 3.78% |
| UNHUnitedhealth Group Incorporated | 0.32% | 3.82% | 3.50% |
| PGProcter & Gamble Company | 0.30% | 3.83% | 3.53% |
| COPConocophillips Common Stock USD 0.01 | 0.15% | 3.94% | 3.79% |
94.9% of SCHD is already inside BBB.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBB or SCHD?
BBB has an expense ratio of 0.96% while SCHD charges 0.06%. SCHD is the cheaper option, by $90 a year on a $10,000 investment.
Which performed better, BBB or SCHD?
Over the past year BBB returned +2.46% vs +27.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (11 years), BBB annualized +106.92% vs +11.30% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBB or SCHD?
BBB has been the more volatile fund at 175858.2% annualized versus 13.6% for SCHD.
Should I hold both BBB and SCHD?
BBB and SCHD have a monthly-return correlation of 0.06, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BBB and SCHD?
At least 94.9% of SCHD's money is in holdings BBB also owns. Our book for BBB is partial, so the real figure is this or higher. They hold 46 positions in common, counted across the 503 positions we hold weights for in BBB and 100 in SCHD.
Which pays a higher dividend, BBB or SCHD?
BBB yields 0.15% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BBB?
SCHD has a lower expense ratio. BBB led over 3Y, 5Y and the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.