BKMS vs SCHD
BNY Mellon Municipal Short Duration ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. BKMS offers more diversification with 242 holdings.
Side-by-Side Comparison
| Metric | BKMS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.06% | |
| AUM | $429M | $108.7B | |
| Dividend Yield | 1.36% | 3.13% | |
| Holdings | 242 | 104 | |
| YTD Return | +1.02% | +27.93% | |
| 1Y Return | - | +30.06% | |
| 3Y Return (annualized) | - | +16.25% | |
| 5Y Return (annualized) | - | +10.03% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -0.9% | -33.4% | |
| Fund Family | BNY Mellon Investment Management | Charles Schwab Asset Management | |
| Category | Tax Preferred | Equity | |
| Inception | Jan 12, 2026 | Oct 20, 2011 |
BKMS vs SCHD Performance
BNY Mellon Municipal Short Duration ETF (BKMS) is a ETF from BNY Mellon Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, BKMS is up 1.02% versus a gain of 27.93% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -0.9% for BKMS 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
BKMS charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, BKMS currently yields 1.36% against 3.13% for SCHD.
Holdings Overlap
BKMS and SCHD share 0 holdings out of 158 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BKMS or SCHD?
BKMS has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
What is the holdings overlap between BKMS and SCHD?
BKMS and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 158 unique securities.
Which pays a higher dividend, BKMS or SCHD?
BKMS yields 1.36% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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