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 408 holdings.
Side-by-Side Comparison
| Metric | BDYN | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.06% | |
| AUM | $3.2B | $108.7B | |
| Dividend Yield | 2.04% | 3.13% | |
| Holdings | 408 | 104 | |
| YTD Return | +9.66% | +27.67% | |
| 1Y Return | +14.17% | +29.56% | |
| 3Y Return (annualized) | - | +16.53% | |
| 5Y Return (annualized) | - | +9.95% | |
| 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 +14.17% while SCHD returned +29.56%. Year to date, BDYN is up 9.66% versus a gain of 27.67% 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 2.04% against 3.13% for SCHD.
Holdings Overlap
BDYN and SCHD share 8 holdings out of 332 unique holdings combined, representing a 3.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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 +14.17% vs +29.56% 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 332 unique securities.
Which pays a higher dividend, BDYN or SCHD?
BDYN yields 2.04% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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