BFY vs SCHD

BFY vs SCHD

Which is better, BFY or SCHD?

We do not have enough on BFY and SCHD to separate them.

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

MetricBFYSCHD
Expense Ratio-0.06%
AUM-$112.1B
Dividend Yield-3.00%
Holdings-103
YTD Price Return-+22.21%
1Y Price Return-+23.37%
3Y Price Return (annualized)-+11.37%
5Y Price Return (annualized)-+6.12%
Volatility (annualized)-13.8%
Max Drawdown--33.4%
Fund FamilyBlackRock New York Municipal Income Trust IICharles Schwab Asset Management
Category-Equity
Style-Large Cap Value
Inception-Oct 20, 2011

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for BFY. We have no price series for BFY, so there is nothing to compare it against.

BFY vs SCHD Performance

BlackRock New York Municipal Income Trust II (BFY) is an ETF from BlackRock New York Municipal Income Trust II and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management.

You are not choosing between two funds in isolation.

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

BFYSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is SCHD better than BFY?

We hold very little data on BFY and SCHD, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.