BDIV vs SCHD
BDIV vs SCHD
AAM Brentview Dividend Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | BDIV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.06% | |
| AUM | $6M | $103.7B | |
| Dividend Yield | 1.06% | 3.31% | |
| Holdings | 38 | 104 | |
| YTD Return | +11.17% | +24.26% | |
| 1Y Return | +20.55% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 11.0% | 13.6% | |
| Max Drawdown | -15.0% | -33.4% | |
| Fund Family | Advisors Asset Management, Inc. | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 30, 2024 | Oct 20, 2011 |
BDIV vs SCHD Performance
AAM Brentview Dividend Growth ETF (BDIV) is a ETF from Advisors Asset Management, Inc. and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BDIV returned +20.55% while SCHD returned +31.38%. Year to date, BDIV is up 11.17% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 11.0% for BDIV. 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 -15.0% for BDIV and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BDIV charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, BDIV currently yields 1.06% against 3.31% for SCHD.
Holdings Overlap
BDIV and SCHD share 3 holdings out of 134 unique holdings combined, representing a 6.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BDIV or SCHD?
BDIV has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
Which performed better, BDIV or SCHD?
Over the past year BDIV returned +20.55% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), BDIV annualized +16.74% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BDIV or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 11.0% for BDIV. Worst drawdown: BDIV -15.0% vs SCHD -33.4%.
Should I hold both BDIV and SCHD?
BDIV and SCHD have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BDIV and SCHD?
BDIV and SCHD share 3 common holdings with a 6.7% weight overlap. Combined, they hold 134 unique securities.
Which pays a higher dividend, BDIV or SCHD?
BDIV yields 1.06% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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