BSTS vs SCHD
Invesco BulletShares 2028 Treasury Bond ETF vs Schwab US Dividend Equity ETF
Which is better, BSTS or SCHD?
Target Date against Large Cap Value.
SCHD has a lower expense ratio.
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
| Metric | BSTS | SCHD |
|---|---|---|
| Expense Ratio | 0.07% | 0.06%Best |
| AUM | $2M | $112.2B |
| Dividend Yield | 0.46% | 3.13% |
| Holdings | 49 | 103 |
| YTD Return | +0.61% | +27.56%Best |
| 1Y Return | - | +30.29% |
| 3Y Return (annualized) | - | +16.37% |
| 5Y Return (annualized) | - | +10.23% |
| Fund Family | Invesco (US) | Charles Schwab Asset Management |
| Category | Allocation/Balanced | Equity |
| Style | Target Date | Large Cap Value |
| Inception | Jun 10, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
BSTS 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.
BSTS vs SCHD Performance
Invesco BulletShares 2028 Treasury Bond ETF (BSTS) is an ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, BSTS is up 0.61% versus a gain of 27.56% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
BSTS charges 0.07% per year while SCHD charges 0.06%. On a $10,000 position that is $7 vs $6 annually, a gap of $1 per year that compounds over a long holding period. On income, BSTS currently yields 0.46% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 39 holdings in BSTS and 100 in SCHD, totalling 75.6% 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 39 positions we hold weights for in BSTS and 100 in SCHD, against full books of 49 and 103.
You are not choosing between two funds in isolation.
Whichever of BSTS and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BSTS or SCHD?
BSTS has an expense ratio of 0.07% while SCHD charges 0.06%. SCHD is the cheaper option, by $1 a year on a $10,000 investment.
Which pays a higher dividend, BSTS or SCHD?
BSTS yields 0.46% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BSTS?
SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.