BRSV vs SCHD
EA Bridgeway Select Small-Cap Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. BRSV delivered stronger 1-year returns. BRSV offers more diversification with 620 holdings.
Side-by-Side Comparison
| Metric | BRSV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.06% | |
| AUM | $309M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 620 | 104 | |
| YTD Return | +1.16% | +26.50% | |
| 1Y Return | - | +31.25% | |
| 3Y Return (annualized) | - | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -1.7% | -33.4% | |
| Fund Family | Bridgeway Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2026 | Oct 20, 2011 |
BRSV vs SCHD Performance
EA Bridgeway Select Small-Cap Value ETF (BRSV) is a ETF from Bridgeway Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, BRSV is up 1.16% versus a gain of 26.50% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.7% for BRSV 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
BRSV charges 0.79% per year while SCHD charges 0.06%. On a $10,000 position that is $79 vs $6 annually, a gap of $73 per year that compounds over a long holding period. On income, BRSV currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
BRSV and SCHD share 16 holdings out of 704 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BRSV or SCHD?
BRSV has an expense ratio of 0.79% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $73 per year of difference.
What is the holdings overlap between BRSV and SCHD?
BRSV and SCHD share 16 common holdings with a 0.5% weight overlap. Combined, they hold 704 unique securities.
Which pays a higher dividend, BRSV or SCHD?
BRSV yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.