BFOR vs SCHD
BFOR vs SCHD
Barron'S 400 ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. BFOR offers more diversification with 383 holdings.
Side-by-Side Comparison
| Metric | BFOR | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.06% | |
| AUM | $233M | $103.7B | |
| Dividend Yield | 0.68% | 3.31% | |
| Holdings | 401 | 104 | |
| YTD Return | +17.57% | +24.26% | |
| 1Y Return | +26.25% | +31.38% | |
| 3Y Return (annualized) | +18.70% | +15.08% | |
| 5Y Return (annualized) | +11.21% | +9.72% | |
| Volatility (annualized) | 17.6% | 13.6% | |
| Max Drawdown | -42.2% | -33.4% | |
| Fund Family | ALPS ETF Trust | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 3, 2013 | Oct 20, 2011 |
BFOR vs SCHD Performance
Barron'S 400 ETF (BFOR) is a ETF from ALPS ETF Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BFOR returned +26.25% while SCHD returned +31.38%. Year to date, BFOR is up 17.57% versus a gain of 24.26% for SCHD.
Over three years, BFOR compounded at +18.70% per year against +15.08% for SCHD; over five years the annualized figures are +11.21% and +9.72% respectively. Across the full 13-year window we track, SCHD has the edge at +11.39% annualized vs +11.35%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BFOR has been the more volatile fund, with annualized monthly volatility of 17.6% 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 -42.2% for BFOR 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BFOR charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, BFOR currently yields 0.68% against 3.31% for SCHD.
Holdings Overlap
BFOR and SCHD share 28 holdings out of 455 unique holdings combined, representing a 4.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BFOR | Weight in SCHD | Difference |
|---|---|---|---|
| MRK | 0.25% | 4.32% | 4.07% |
| AMGN | 0.23% | 4.25% | 4.02% |
| PG | 0.22% | 4.15% | 3.93% |
| KO | Pro | Pro | Pro |
| TXN | Pro | Pro | Pro |
| BMY | Pro | Pro | Pro |
| ADP | Pro | Pro | Pro |
| CMCSA | Pro | Pro | Pro |
| OKE | Pro | Pro | Pro |
| FAST | Pro | Pro | Pro |
See all 10 holdings BFOR shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, BFOR or SCHD?
BFOR has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
Which performed better, BFOR or SCHD?
Over the past year BFOR returned +26.25% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (13 years), BFOR annualized +11.35% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BFOR or SCHD?
BFOR has been the more volatile fund at 17.6% annualized versus 13.6% for SCHD. Worst drawdown: BFOR -42.2% vs SCHD -33.4%.
Should I hold both BFOR and SCHD?
BFOR and SCHD have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BFOR and SCHD?
BFOR and SCHD share 28 common holdings with a 4.4% weight overlap. Combined, they hold 455 unique securities.
Which pays a higher dividend, BFOR or SCHD?
BFOR yields 0.68% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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