BSTU vs SCHD
Invesco BulletShares 2030 Treasury Bond ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | BSTU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.07% | 0.06% | |
| AUM | $2M | $112.2B | |
| Dividend Yield | 0.47% | 3.13% | |
| Holdings | 30 | 103 | |
| YTD Return | +0.00% | +27.60% | |
| 1Y Return | - | +29.63% | |
| 3Y Return (annualized) | - | +16.43% | |
| 5Y Return (annualized) | - | +10.05% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -0.9% | -33.4% | |
| Fund Family | Invesco (US) | Charles Schwab Asset Management | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jun 10, 2026 | Oct 20, 2011 |
BSTU vs SCHD Performance
Invesco BulletShares 2030 Treasury Bond ETF (BSTU) is a ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, BSTU is up 0.00% versus a gain of 27.60% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -0.9% for BSTU 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
BSTU 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, BSTU currently yields 0.47% against 3.13% for SCHD.
Holdings Overlap
BSTU and SCHD share 0 holdings out of 125 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, BSTU or SCHD?
BSTU has an expense ratio of 0.07% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
What is the holdings overlap between BSTU and SCHD?
BSTU and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 125 unique securities.
Which pays a higher dividend, BSTU or SCHD?
BSTU yields 0.47% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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