BFRE vs SCHD
Westwood LBRTY Global Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. BFRE offers more diversification with 211 holdings.
Side-by-Side Comparison
| Metric | BFRE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $2M | $112.2B | |
| Dividend Yield | 0.95% | 3.13% | |
| Holdings | 211 | 103 | |
| YTD Return | +2.25% | +27.89% | |
| 1Y Return | +23.61% | +29.93% | |
| 3Y Return (annualized) | - | +16.13% | |
| 5Y Return (annualized) | - | +10.00% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -12.2% | -33.4% | |
| Fund Family | Westwood Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 27, 2025 | Oct 20, 2011 |
BFRE vs SCHD Performance
Westwood LBRTY Global Equity ETF (BFRE) is a ETF from Westwood Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BFRE returned +23.61% while SCHD returned +29.93%. Year to date, BFRE is up 2.25% versus a gain of 27.89% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -12.2% for BFRE 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
BFRE charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, BFRE currently yields 0.95% against 3.13% for SCHD.
Holdings Overlap
BFRE and SCHD share 11 holdings out of 291 unique holdings combined, representing a 4.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BFRE or SCHD?
BFRE has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, BFRE or SCHD?
Over the past year BFRE returned +23.61% vs +29.93% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BFRE and SCHD?
BFRE and SCHD share 11 common holdings with a 4.1% weight overlap. Combined, they hold 291 unique securities.
Which pays a higher dividend, BFRE or SCHD?
BFRE yields 0.95% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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