BSCA vs SCHD

BSCA vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricBSCASCHDWinner
Expense Ratio0.10%0.06%
AUM$9M$108.7B
Dividend Yield0.61%3.13%
Holdings51104
YTD Return-1.05%+25.69%
1Y Return-+30.41%
3Y Return (annualized)-+16.03%
5Y Return (annualized)-+9.64%
Volatility (annualized)-13.6%
Max Drawdown-2.6%-33.4%
Fund FamilyInvesco (US)Charles Schwab Asset Management
CategoryAllocation/BalancedEquity
InceptionJun 10, 2026Oct 20, 2011

BSCA vs SCHD Performance

Invesco BulletShares 2036 Corporate Bond ETF (BSCA) is a ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, BSCA is down 1.05% versus a gain of 25.69% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.6% for BSCA 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

BSCA charges 0.10% per year while SCHD charges 0.06%. On a $10,000 position that is $10 vs $6 annually, a gap of $4 per year that compounds over a long holding period. On income, BSCA currently yields 0.61% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

BSCA and SCHD share 0 holdings out of 151 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, BSCA or SCHD?

BSCA has an expense ratio of 0.10% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

What is the holdings overlap between BSCA and SCHD?

BSCA and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 151 unique securities.

Which pays a higher dividend, BSCA or SCHD?

BSCA yields 0.61% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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