BDVL vs SCHD
iShares Disciplined Volatility Equity Active ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. BDVL offers more diversification with 487 holdings.
Side-by-Side Comparison
| Metric | BDVL | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.06% | |
| AUM | $1.7B | $103.7B | |
| Dividend Yield | 3.53% | 3.31% | |
| Holdings | 613 | 104 | |
| YTD Return | +9.35% | +25.58% | |
| 1Y Return | +11.38% | +31.06% | |
| 3Y Return (annualized) | - | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -7.7% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 12, 2025 | Oct 20, 2011 |
BDVL vs SCHD Performance
iShares Disciplined Volatility Equity Active ETF (BDVL) is a ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BDVL returned +11.38% while SCHD returned +31.06%. Year to date, BDVL is up 9.35% versus a gain of 25.58% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.7% for BDVL and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BDVL charges 0.40% per year while SCHD charges 0.06%. On a $10,000 position that is $40 vs $6 annually, a gap of $34 per year that compounds over a long holding period. On income, BDVL currently yields 3.53% against 3.31% for SCHD.
Holdings Overlap
BDVL and SCHD share 16 holdings out of 571 unique holdings combined, representing a 4.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BDVL or SCHD?
BDVL has an expense ratio of 0.40% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $34 per year of difference.
Which performed better, BDVL or SCHD?
Over the past year BDVL returned +11.38% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BDVL and SCHD?
BDVL and SCHD share 16 common holdings with a 4.9% weight overlap. Combined, they hold 571 unique securities.
Which pays a higher dividend, BDVL or SCHD?
BDVL yields 3.53% while SCHD yields 3.31%, so BDVL currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.