BCGS vs SCHD
Bancreek Global Select ETF vs Schwab US Dividend Equity ETF
Which is better, BCGS or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. BCGS is less concentrated, with 21.3% 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 | BCGS | SCHD |
|---|---|---|
| Expense Ratio | 0.80% | 0.06%Best |
| AUM | $41M | $112.1B |
| Dividend Yield | 0.44% | 3.00% |
| Holdings | 55 | 103 |
| YTD Return | +5.07% | +25.84%Best |
| 1Y Return | - | +30.18% |
| 3Y Return (annualized) | - | +16.08% |
| 5Y Return (annualized) | - | +9.97% |
| Top 10 Weight | 21.3%Best | 41.8% |
| Fund Family | Bancreek Capital Advisors | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Mar 9, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BCGS 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.
BCGS vs SCHD Performance
Bancreek Global Select ETF (BCGS) is an ETF from Bancreek Capital Advisors and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, BCGS is up 5.07% versus a gain of 25.84% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
BCGS charges 0.80% per year while SCHD charges 0.06%. On a $10,000 position that is $80 vs $6 annually, a gap of $74 per year that compounds over a long holding period. On income, BCGS currently yields 0.44% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 50 holdings in BCGS and 100 in SCHD, totalling 99.8% 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 50 positions we hold weights for in BCGS and 100 in SCHD, against full books of 55 and 103.
What only one of them owns
Our book lists 99 positions for SCHD that do not appear in our book for BCGS (99.9% of the fund), and 27 for BCGS that do not appear in SCHD (53.4%).
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.
You are not choosing between two funds in isolation.
Whichever of BCGS 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, BCGS or SCHD?
BCGS has an expense ratio of 0.80% while SCHD charges 0.06%. SCHD is the cheaper option, by $74 a year on a $10,000 investment.
Which pays a higher dividend, BCGS or SCHD?
BCGS yields 0.44% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BCGS?
SCHD has a lower expense ratio. BCGS is less concentrated, with 21.3% 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.