BCGD vs SCHD
Baron Global Durable Advantage ETF vs Schwab US Dividend Equity ETF
Which is better, BCGD or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 50.5%.
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 | BCGD | SCHD |
|---|---|---|
| Expense Ratio | 0.75% | 0.06%Best |
| AUM | - | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 42 | 103 |
| YTD Return | +1.89% | +23.46%Best |
| 1Y Return | - | +27.20% |
| 3Y Return (annualized) | - | +15.41% |
| 5Y Return (annualized) | - | +10.16% |
| Top 10 Weight | 50.5% | 41.8%Best |
| Fund Family | Baron Funds | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Dec 12, 2025 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BCGD 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.
BCGD vs SCHD Performance
Baron Global Durable Advantage ETF (BCGD) is an ETF from Baron Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, BCGD is up 1.89% versus a gain of 23.46% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
BCGD charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, BCGD currently yields 0.00% against 3.00% for SCHD.
Holdings Overlap
0.8% of BCGD's money is in holdings SCHD also owns. 0.3% of SCHD's money is in holdings BCGD also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 40 positions we hold weights for in BCGD and 100 in SCHD, against full books of 42 and 103.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for BCGD (99.7% of the fund), and 23 for BCGD that do not appear in SCHD (62.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BCGD | Weight in SCHD | Difference |
|---|---|---|---|
| WSOWatsco Inc | 0.84% | 0.26% | 0.58% |
You are not choosing between two funds in isolation.
Whichever of BCGD and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BCGD or SCHD?
BCGD has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.
Which pays a higher dividend, BCGD or SCHD?
BCGD yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BCGD?
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 50.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.