BDGS vs SCHD
Bridges Capital Tactical ETF vs Schwab US Dividend Equity ETF
Which is better, BDGS or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 90.5%.
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 | BDGS | SCHD |
|---|---|---|
| Expense Ratio | 0.87% | 0.06%Best |
| AUM | $43M | $112.1B |
| Dividend Yield | 0.52% | 3.00% |
| Holdings | 14 | 103 |
| YTD Return | +10.30% | +23.68%Best |
| 1Y Return | +11.73% | +28.36%Best |
| 3Y Return (annualized) | +15.76% | +16.20%Best |
| 5Y Return (annualized) | - | +10.07% |
| Volatility (annualized) | 7.5%Best | 13.4% |
| Max Drawdown | -9.1%Best | -16.1% |
| $10,000 over 3.4 years | $15,772 | $16,394Best |
| Top 10 Weight | 90.5% | 41.8%Best |
| Fund Family | Bridges Capital | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | May 10, 2023 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: May 11, 2023 to Sep 22, 2026 (3.4 years).
BDGS 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 3.4 years both funds cover.
BDGS vs SCHD Performance
Bridges Capital Tactical ETF (BDGS) is an ETF from Bridges Capital and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BDGS returned +11.73% while SCHD returned +28.36%. Year to date, BDGS is up 10.30% versus a gain of 23.68% for SCHD.
Over three years, BDGS compounded at +15.76% per year against +16.20% for SCHD.
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 7.5% for BDGS. 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 -9.1% for BDGS 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 0.37. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BDGS charges 0.87% per year while SCHD charges 0.06%. On a $10,000 position that is $87 vs $6 annually, a gap of $81 per year that compounds over a long holding period. On income, BDGS currently yields 0.52% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 15 holdings in BDGS and 100 in SCHD, totalling 97.8% 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 15 positions we hold weights for in BDGS and 100 in SCHD, against full books of 14 and 103.
What only one of them owns
Measured across the 15 and 100 positions we hold weights for.
SCHD holds 99 positions BDGS does not, 99.9% of the fund.
Largest: MRK 4.77%, AMGN 4.70%, ABT 4.69%, KO 4.17%, CVX 4.02%
You are not choosing between two funds in isolation.
Whichever of BDGS 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, BDGS or SCHD?
BDGS has an expense ratio of 0.87% while SCHD charges 0.06%. SCHD is the cheaper option, by $81 a year on a $10,000 investment.
Which performed better, BDGS or SCHD?
Over the past year BDGS returned +11.73% vs +28.36% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BDGS or SCHD?
SCHD has been the more volatile fund at 13.4% annualized versus 7.5% for BDGS. Worst drawdown: BDGS -9.1% vs SCHD -16.1%.
Should I hold both BDGS and SCHD?
BDGS and SCHD have a monthly-return correlation of 0.37, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BDGS or SCHD?
BDGS yields 0.52% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BDGS?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 90.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.