BPRE vs SCHD
BPRE vs SCHD
Bluerock Private Real Estate Fund vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | BPRE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.06% | |
| AUM | $3.2B | $103.7B | |
| Dividend Yield | 3.00% | 3.31% | |
| Holdings | 34 | 104 | |
| YTD Return | -15.73% | +24.26% | |
| 1Y Return | - | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -33.9% | -33.4% | |
| Fund Family | Bluerock Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 16, 2025 | Oct 20, 2011 |
BPRE vs SCHD Performance
Bluerock Private Real Estate Fund (BPRE) is a ETF from Bluerock Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, BPRE is down 15.73% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.9% for BPRE and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Holdings Overlap
BPRE and SCHD share 0 holdings out of 104 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
What is the holdings overlap between BPRE and SCHD?
BPRE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.
Which pays a higher dividend, BPRE or SCHD?
BPRE yields 3.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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