BKEM vs SCHD

BKEM vs SCHD

Which is better, BKEM or SCHD?

Mid Cap Growth against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

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

MetricBKEMSCHD
Expense Ratio0.11%0.06%Best
AUM$93M$112.1B
Dividend Yield3.73%3.00%
Holdings1,795103
YTD Return-59.91%+24.59%Best
1Y Return-56.18%+28.14%Best
3Y Return (annualized)-15.67%+15.58%Best
5Y Return (annualized)-13.56%+9.90%Best
Volatility (annualized)32.1%15.0%Best
Max Drawdown-71.3%-16.9%Best
$10,000 over 5 years$4,826$16,032Best
Fund FamilyBNY Mellon Investment ManagementCharles Schwab Asset Management
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Value
InceptionApr 22, 2020Oct 20, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 24, 2020 to Sep 10, 2026 (6.4 years).

BKEM vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.4 years both funds cover.

BKEM vs SCHD Performance

BNY Mellon Emerging Markets Equity ETF (BKEM) is an ETF from BNY Mellon Investment Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BKEM returned -56.18% while SCHD returned +28.14%. Year to date, BKEM is down 59.91% versus a gain of 24.59% for SCHD.

Over three years, BKEM compounded at -15.67% per year against +15.58% for SCHD; over five years the annualized figures are -13.56% and +9.90% respectively. Across the full 6-year window we track, SCHD has the edge at +15.43% annualized vs -5.39%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BKEM has been the more volatile fund, with annualized monthly volatility of 32.1% compared with 15.0% 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 -71.3% for BKEM and -16.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.18. They move largely independently of each other.

Fees and Cost Over Time

BKEM charges 0.11% per year while SCHD charges 0.06%. On a $10,000 position that is $11 vs $6 annually, a gap of $5 per year that compounds over a long holding period. On income, BKEM currently yields 3.73% against 3.00% for SCHD.

Holdings Overlap

SCHD already in BKEM3.8%

At least 3.8% of SCHD's money is in holdings BKEM also owns.

Stated as a floor: for BKEM, our book for it covers 92.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

SCHD and BKEM share little of their money.

The two holdings books were reported 153 days apart, BKEM as of Mar 31, 2026 and SCHD as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

1 positions in common, counted across the 1,287 positions we hold weights for in BKEM and 100 in SCHD, against full books of 1,795 and 103.

Top Shared Holdings

StockWeight in BKEMWeight in SCHDDifference
PGProcter & Gamble Company0.01%3.83%3.82%

You are not choosing between two funds in isolation.

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

BKEMSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BKEM or SCHD?

BKEM has an expense ratio of 0.11% while SCHD charges 0.06%. SCHD is the cheaper option, by $5 a year on a $10,000 investment.

Which performed better, BKEM or SCHD?

Over the past year BKEM returned -56.18% vs +28.14% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), BKEM annualized -5.39% vs +15.43% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BKEM or SCHD?

BKEM has been the more volatile fund at 32.1% annualized versus 15.0% for SCHD. Worst drawdown: BKEM -71.3% vs SCHD -16.9%.

Should I hold both BKEM and SCHD?

BKEM and SCHD have a monthly-return correlation of 0.18, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BKEM and SCHD?

At least 3.8% of SCHD's money is in holdings BKEM also owns. Our book for BKEM is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 1,287 positions we hold weights for in BKEM and 100 in SCHD.

Which pays a higher dividend, BKEM or SCHD?

BKEM yields 3.73% while SCHD yields 3.00%, so BKEM currently pays the higher dividend yield.

Is SCHD better than BKEM?

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.