BEDZ vs SCHD
AdvisorShares Hotel 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 104 holdings.
Side-by-Side Comparison
| Metric | BEDZ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.06% | |
| AUM | $3M | $108.7B | |
| Dividend Yield | 2.06% | 3.13% | |
| Holdings | 25 | 104 | |
| YTD Return | +9.09% | +26.50% | |
| 1Y Return | +10.88% | +31.25% | |
| 3Y Return (annualized) | +14.08% | +16.34% | |
| 5Y Return (annualized) | +10.88% | +10.10% | |
| Volatility (annualized) | 22.5% | 13.6% | |
| Max Drawdown | -29.7% | -33.4% | |
| Fund Family | Advisor Shares | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 20, 2021 | Oct 20, 2011 |
BEDZ vs SCHD Performance
AdvisorShares Hotel ETF (BEDZ) is a ETF from Advisor Shares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BEDZ returned +10.88% while SCHD returned +31.25%. Year to date, BEDZ is up 9.09% versus a gain of 26.50% for SCHD.
Over three years, BEDZ compounded at +14.08% per year against +16.34% for SCHD; over five years the annualized figures are +10.88% and +10.10% respectively. Across the full 5-year window we track, SCHD has the edge at +11.50% annualized vs +7.99%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BEDZ has been the more volatile fund, with annualized monthly volatility of 22.5% compared with 13.6% for SCHD. 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 -29.7% for BEDZ 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BEDZ charges 0.99% per year while SCHD charges 0.06%. On a $10,000 position that is $99 vs $6 annually, a gap of $93 per year that compounds over a long holding period. On income, BEDZ currently yields 2.06% against 3.13% for SCHD.
Holdings Overlap
BEDZ and SCHD share 0 holdings out of 124 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BEDZ or SCHD?
BEDZ has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
Which performed better, BEDZ or SCHD?
Over the past year BEDZ returned +10.88% vs +31.25% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), BEDZ annualized +7.99% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, BEDZ or SCHD?
BEDZ has been the more volatile fund at 22.5% annualized versus 13.6% for SCHD. Worst drawdown: BEDZ -29.7% vs SCHD -33.4%.
Should I hold both BEDZ and SCHD?
BEDZ and SCHD have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BEDZ and SCHD?
BEDZ and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 124 unique securities.
Which pays a higher dividend, BEDZ or SCHD?
BEDZ yields 2.06% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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