BROL vs SCHD
Baron Risk Optimized Large Cap ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | BROL | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.06% | |
| AUM | - | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 65 | 104 | |
| YTD Return | +5.17% | +27.93% | |
| 1Y Return | - | +30.06% | |
| 3Y Return (annualized) | - | +16.25% | |
| 5Y Return (annualized) | - | +10.03% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -4.7% | -33.4% | |
| Fund Family | Baron Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | May 25, 2026 | Oct 20, 2011 |
BROL vs SCHD Performance
Baron Risk Optimized Large Cap ETF (BROL) is a ETF from Baron Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, BROL is up 5.17% versus a gain of 27.93% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -4.7% for BROL 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
BROL charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, BROL currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, BROL or SCHD?
BROL has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
What is the holdings overlap between BROL and SCHD?
BROL and SCHD share 2 common holdings with a 1.6% weight overlap. Combined, they hold 161 unique securities.
Which pays a higher dividend, BROL or SCHD?
BROL yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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