BLDX vs SCHD

BLDX vs SCHD

Which is better, BLDX or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y. BLDX is less concentrated, with 38.9% of the fund in its ten largest positions against 41.5%.

Lower Fees: SCHDHigher Returns (1Y): SCHDLess Concentrated: BLDX

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

MetricBLDXSCHD
Expense Ratio0.60%0.06%Best
AUM$119M$112.2B
Dividend Yield-3.13%
Holdings39103
YTD Return+3.71%+27.56%Best
1Y Return-+30.29%
3Y Return (annualized)-+16.37%
5Y Return (annualized)-+10.23%
Top 10 Weight38.9%Best41.5%
Fund FamilyImpax Asset ManagementCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionFeb 2, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

BLDX 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BLDX vs SCHD Performance

Impax Global Sustainable Infrastructure ETF (BLDX) is an ETF from Impax Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, BLDX is up 3.71% versus a gain of 27.56% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

BLDX charges 0.60% per year while SCHD charges 0.06%. On a $10,000 position that is $60 vs $6 annually, a gap of $54 per year that compounds over a long holding period.

Holdings Overlap

We hold position weights for 38 holdings in BLDX and 100 in SCHD, totalling 97.7% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 38 positions we hold weights for in BLDX and 100 in SCHD, against full books of 39 and 103.

What only one of them owns

Our book lists 99 positions for SCHD that do not appear in our book for BLDX (99.9% of the fund), and 19 for BLDX that do not appear in SCHD (49.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

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

BLDXSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BLDX or SCHD?

BLDX has an expense ratio of 0.60% while SCHD charges 0.06%. SCHD is the cheaper option, by $54 a year on a $10,000 investment.

Is SCHD better than BLDX?

SCHD has a lower expense ratio. SCHD led over 1Y. BLDX is less concentrated, with 38.9% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.