BBLU vs SCHD
EA Bridgeway Blue Chip ETF vs Schwab US Dividend Equity ETF
Which is better, BBLU or SCHD?
Each has led over a different period.
SCHD has a lower expense ratio. BBLU led over 3Y and the full window, SCHD over 1Y. BBLU is less concentrated, with 34.1% of the fund in its ten largest positions against 41.8%.
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 | BBLU | SCHD |
|---|---|---|
| Expense Ratio | 0.15% | 0.06%Best |
| AUM | $464M | $112.1B |
| Dividend Yield | 1.14% | 3.00% |
| Holdings | 40 | 103 |
| YTD Return | +13.72% | +24.23%Best |
| 1Y Return | +17.17% | +27.90%Best |
| 3Y Return (annualized) | +22.05%Best | +15.55% |
| 5Y Return (annualized) | - | +9.97% |
| Volatility (annualized) | 11.8%Best | 13.4% |
| Max Drawdown | -17.2% | -16.1%Best |
| $10,000 over 3.9 years | $23,756Best | $16,847 |
| Top 10 Weight | 34.1%Best | 41.8% |
| Fund Family | Bridgeway Funds | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 31, 1997 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Oct 17, 2022 to Sep 17, 2026 (3.9 years).
BBLU 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 covers the 3.9 years both funds cover.
BBLU vs SCHD Performance
EA Bridgeway Blue Chip ETF (BBLU) is an ETF from Bridgeway Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BBLU returned +17.17% while SCHD returned +27.90%. Year to date, BBLU is up 13.72% versus a gain of 24.23% for SCHD.
Over three years, BBLU compounded at +22.05% per year against +15.55% for SCHD. Across the full 4-year window we track, BBLU has the edge at +24.84% annualized vs +14.31%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 11.8% for BBLU. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -17.2% for BBLU and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BBLU charges 0.15% per year while SCHD charges 0.06%. On a $10,000 position that is $15 vs $6 annually, a gap of $9 per year that compounds over a long holding period. On income, BBLU currently yields 1.14% against 3.00% for SCHD.
Holdings Overlap
18.6% of BBLU's money is in holdings SCHD also owns. 28.5% of SCHD's money is in holdings BBLU also owns.
SCHD and BBLU share little of their money.
7 positions in common, counted across the 38 positions we hold weights for in BBLU and 100 in SCHD, against full books of 40 and 103.
What only one of them owns
Measured across the 38 and 100 positions we hold weights for.
SCHD holds 92 positions BBLU does not, 71.5% of the fund.
Largest: AMGN 4.70%, ABT 4.69%, COP 3.94%, PEP 3.64%, BMY 3.33%
Top Shared Holdings
28.5% of SCHD is already inside BBLU.
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, BBLU or SCHD?
BBLU has an expense ratio of 0.15% while SCHD charges 0.06%. SCHD is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, BBLU or SCHD?
Over the past year BBLU returned +17.17% vs +27.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), BBLU annualized +24.84% vs +14.31% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBLU or SCHD?
SCHD has been the more volatile fund at 13.4% annualized versus 11.8% for BBLU. Worst drawdown: BBLU -17.2% vs SCHD -16.1%.
Should I hold both BBLU and SCHD?
BBLU and SCHD have a monthly-return correlation of 0.58, 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 BBLU and SCHD?
28.5% of SCHD's money is in holdings BBLU also owns. 28.5% of SCHD's is in holdings BBLU also owns. They hold 7 positions in common, counted across the 38 positions we hold weights for in BBLU and 100 in SCHD.
Which pays a higher dividend, BBLU or SCHD?
BBLU yields 1.14% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BBLU?
SCHD has a lower expense ratio. BBLU led over 3Y and the full window, SCHD over 1Y. BBLU is less concentrated, with 34.1% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.