BFZ vs SCHD
BFZ vs SCHD
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
BFZ vs SCHD
BlackRock California Municipal Income Trust vs Schwab US Dividend Equity ETF
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
Quick Verdict
SCHD offers more diversification with 103 holdings.
Lower Fees: TiedHigher Returns: TiedMore Diversified: SCHD
Side-by-Side Comparison
| Metric | BFZ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.06% | |
| AUM | - | $112.2B | |
| Dividend Yield | - | 3.13% | |
| Holdings | 0 | 103 | |
| YTD Return | - | +27.60% | |
| 1Y Return | - | +29.63% | |
| 3Y Return (annualized) | - | +16.43% | |
| 5Y Return (annualized) | - | +10.05% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | - | -33.4% | |
| Fund Family | BlackRock California Municipal Income Trust | Charles Schwab Asset Management | |
| Category | - | Equity | |
| Inception | - | Oct 20, 2011 |
BFZ vs SCHD Performance
BlackRock California Municipal Income Trust (BFZ) is a ETF from BlackRock California Municipal Income Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management.
Frequently Asked Questions
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.