BESO vs SCHD

BESO vs SCHD

Which is better, BESO or SCHD?

Multi Alternative against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: SCHD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBESOSCHD
Expense Ratio1.00%0.06%Best
AUM$11M$112.1B
Dividend Yield0.00%3.00%
Holdings4103
YTD Return+25.83%Best+24.59%
1Y Return-+28.14%
3Y Return (annualized)-+15.58%
5Y Return (annualized)-+9.90%
Fund FamilyGSR Strategies, LLCCharles Schwab Asset Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionApr 21, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

BESO vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BESO vs SCHD Performance

GSR Crypto Core3 ETF (BESO) is an ETF from GSR Strategies, LLC and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, BESO is up 25.83% versus a gain of 24.59% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

BESO charges 1.00% per year while SCHD charges 0.06%. On a $10,000 position that is $100 vs $6 annually, a gap of $94 per year that compounds over a long holding period. On income, BESO currently yields 0.00% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 4 holdings in BESO and 100 in SCHD, totalling 98.9% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 4 positions we hold weights for in BESO and 100 in SCHD, against full books of 4 and 103.

What only one of them owns

Measured across the 4 and 100 positions we hold weights for.

SCHD holds 99 positions BESO does not, 99.9% of the fund.

Largest: MRK 4.77%, AMGN 4.70%, ABT 4.69%, KO 4.17%, CVX 4.02%

You are not choosing between two funds in isolation.

Whichever of BESO and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BESOSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BESO or SCHD?

BESO has an expense ratio of 1.00% while SCHD charges 0.06%. SCHD is the cheaper option, by $94 a year on a $10,000 investment.

Which pays a higher dividend, BESO or SCHD?

BESO yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than BESO?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.