BEZ vs SCHD

BEZ vs SCHD

Which is better, BEZ or SCHD?

Trading-Inverse Equity 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

MetricBEZSCHD
Expense Ratio1.49%0.06%Best
AUM$6M$112.1B
Dividend Yield0.00%3.00%
Holdings6103
YTD Return-76.33%+24.23%Best
1Y Return-+27.90%
3Y Return (annualized)-+15.55%
5Y Return (annualized)-+9.97%
Fund FamilyTradr ETFsCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Value
InceptionFeb 10, 2026Oct 20, 2011

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

BEZ 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.

BEZ vs SCHD Performance

Tradr 2X Short BE Daily ETF (BEZ) is an ETF from Tradr ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, BEZ is down 76.33% versus a gain of 24.23% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

BEZ charges 1.49% per year while SCHD charges 0.06%. On a $10,000 position that is $149 vs $6 annually, a gap of $143 per year that compounds over a long holding period. On income, BEZ currently yields 0.00% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

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

BEZSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BEZ or SCHD?

BEZ has an expense ratio of 1.49% while SCHD charges 0.06%. SCHD is the cheaper option, by $143 a year on a $10,000 investment.

Which pays a higher dividend, BEZ or SCHD?

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

Is SCHD better than BEZ?

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