BDYN vs SCHD
BDYN vs SCHD
iShares Dynamic Equity Active ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. BDYN offers more diversification with 239 holdings.
Side-by-Side Comparison
| Metric | BDYN | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.06% | |
| AUM | $3.0B | $103.7B | |
| Dividend Yield | 2.01% | 3.31% | |
| Holdings | 408 | 104 | |
| YTD Return | +10.60% | +24.26% | |
| 1Y Return | +15.15% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -10.8% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 12, 2025 | Oct 20, 2011 |
BDYN vs SCHD Performance
iShares Dynamic Equity Active ETF (BDYN) 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 BDYN returned +15.15% while SCHD returned +31.38%. Year to date, BDYN is up 10.60% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -10.8% for BDYN 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
BDYN 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, BDYN currently yields 2.01% against 3.31% for SCHD.
Holdings Overlap
BDYN and SCHD share 8 holdings out of 331 unique holdings combined, representing a 3.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BDYN | Weight in SCHD | Difference |
|---|---|---|---|
| UNH | 0.49% | 4.54% | 4.05% |
| MRK | 0.51% | 4.32% | 3.81% |
| HD | 0.55% | 4.16% | 3.61% |
| TXN | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
| FITB | Pro | Pro | Pro |
| APA | Pro | Pro | Pro |
See all 8 holdings BDYN shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, BDYN or SCHD?
BDYN 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, BDYN or SCHD?
Over the past year BDYN returned +15.15% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BDYN and SCHD?
BDYN and SCHD share 8 common holdings with a 3.2% weight overlap. Combined, they hold 331 unique securities.
Which pays a higher dividend, BDYN or SCHD?
BDYN yields 2.01% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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