BFEW vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricBFEWSCHDWinner
Expense Ratio0.95%0.06%
AUM$2M$103.7B
Dividend Yield0.00%3.31%
Holdings4104
YTD Return+7.30%+24.26%
1Y Return-+31.38%
3Y Return (annualized)-+15.08%
5Y Return (annualized)-+9.72%
Volatility (annualized)-13.6%
Max Drawdown-0.9%-33.4%
Fund FamilyFirst Trust Portfolios (US)Charles Schwab Asset Management
CategoryAlternativeEquity
InceptionApr 7, 2026Oct 20, 2011

BFEW vs SCHD Performance

FT Vest Laddered US Equity Equal Weight Buffer ETF (BFEW) is a ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, BFEW is up 7.30% versus a gain of 24.26% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.9% for BFEW 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

BFEW charges 0.95% per year while SCHD charges 0.06%. On a $10,000 position that is $95 vs $6 annually, a gap of $89 per year that compounds over a long holding period. On income, BFEW currently yields 0.00% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

BFEW and SCHD share 0 holdings out of 104 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, BFEW or SCHD?

BFEW has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $89 per year of difference.

What is the holdings overlap between BFEW and SCHD?

BFEW and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, BFEW or SCHD?

BFEW yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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