BEX vs SCHD
Tradr 2X Long BE Daily ETF vs Schwab US Dividend Equity ETF
Which is better, BEX or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y.
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
| Metric | BEX | SCHD |
|---|---|---|
| Expense Ratio | 1.30% | 0.06%Best |
| AUM | $140M | $119.9B |
| Dividend Yield | 0.00% | 2.96% |
| Holdings | 16 | 204 |
| YTD Return | +3.56% | +29.95%Best |
| 1Y Return | -23.01% | +37.26%Best |
| 3Y Return (annualized) | - | +19.10% |
| 5Y Return (annualized) | - | +9.87% |
| Volatility (annualized) | 366.8% | 17.1%Best |
| Fund Family | Tradr ETFs | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Nov 12, 2025 | Oct 20, 2011 |
Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.
BEX 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.
BEX vs SCHD Performance
Tradr 2X Long BE Daily ETF (BEX) is an ETF from Tradr ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BEX returned -23.01% while SCHD returned +37.26%. Year to date, BEX is up 3.56% versus a gain of 29.95% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BEX has been the more volatile fund, with annualized monthly volatility of 366.8% compared with 17.1% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.17. They move largely independently of each other.
Fees and Cost Over Time
BEX charges 1.30% per year while SCHD charges 0.06%. On a $10,000 position that is $130 vs $6 annually, a gap of $124 per year that compounds over a long holding period. On income, BEX currently yields 0.00% against 2.96% for SCHD.
You are not choosing between two funds in isolation.
Whichever of BEX and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BEX or SCHD?
BEX has an expense ratio of 1.30% while SCHD charges 0.06%. SCHD is the cheaper option, by $124 a year on a $10,000 investment.
Which performed better, BEX or SCHD?
Over the past year BEX returned -23.01% vs +37.26% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BEX or SCHD?
BEX has been the more volatile fund at 366.8% annualized versus 17.1% for SCHD.
Should I hold both BEX and SCHD?
BEX and SCHD have a monthly-return correlation of 0.17, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BEX or SCHD?
BEX yields 0.00% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BEX?
SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.