BSVO vs SCHD
EA Bridgeway Omni Small-Cap Value ETF vs Schwab US Dividend Equity ETF
Which is better, BSVO or SCHD?
Small Cap Value against Large Cap Value.
SCHD has a lower expense ratio. BSVO led over 1Y, 3Y and the full window. BSVO is less concentrated, with 7.8% of the fund in its ten largest positions against 41.8%.
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 | BSVO | SCHD |
|---|---|---|
| Expense Ratio | 0.45% | 0.06%Best |
| AUM | $2.4B | $112.1B |
| Dividend Yield | 1.21% | 3.00% |
| Holdings | 639 | 103 |
| YTD Return | +21.52% | +21.99%Best |
| 1Y Return | +25.95%Best | +25.92% |
| 3Y Return (annualized) | +18.43%Best | +15.66% |
| 5Y Return (annualized) | - | +9.48% |
| Volatility (annualized) | 19.6% | 13.6%Best |
| Max Drawdown | -27.5% | -16.1%Best |
| $10,000 over 3.5 years | $17,267Best | $15,931 |
| Top 10 Weight | 7.8%Best | 41.8% |
| Fund Family | Bridgeway Funds | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Value |
| Inception | Dec 31, 2010 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Mar 13, 2023 to Sep 23, 2026 (3.5 years).
BSVO 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 covers the 3.5 years both funds cover.
BSVO vs SCHD Performance
EA Bridgeway Omni Small-Cap Value ETF (BSVO) is an ETF from Bridgeway Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BSVO returned +25.95% while SCHD returned +25.92%. Year to date, BSVO is up 21.52% versus a gain of 21.99% for SCHD.
Over three years, BSVO compounded at +18.43% per year against +15.66% for SCHD. Across the full 4-year window we track, BSVO has the edge at +16.89% annualized vs +14.23%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BSVO has been the more volatile fund, with annualized monthly volatility of 19.6% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -27.5% for BSVO and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSVO 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, BSVO currently yields 1.21% against 3.00% for SCHD.
Holdings Overlap
3.4% of BSVO's money is in holdings SCHD also owns. 0.5% of SCHD's money is in holdings BSVO also owns.
BSVO and SCHD share little of their money.
16 positions in common, counted across the 621 positions we hold weights for in BSVO and 100 in SCHD, against full books of 639 and 103.
What only one of them owns
Our book lists 84 positions for SCHD that do not appear in our book for BSVO (99.5% of the fund), and 524 for BSVO that do not appear in SCHD (90.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BSVO | Weight in SCHD | Difference |
|---|---|---|---|
| BANRBanner Corp_None_0 | 0.43% | 0.06% | 0.37% |
| OFG:PROfg Bancorp Common Stock | 0.40% | 0.05% | 0.35% |
| SRCE1st Source Corp Common Stock | 0.37% | 0.04% | 0.33% |
| AGMFederal Agricultural Mortgage Corp | 0.34% | 0.05% | 0.29% |
| NBHCNational Bank Holdings Corp Class A | 0.33% | 0.05% | 0.28% |
| STBAS&T Bancorp Inc | 0.32% | 0.04% | 0.28% |
| WUWestern Union Co (The) | 0.19% | 0.05% | 0.14% |
| HAFCHanmi Financial Corp Common Stock USD 0.001 | 0.18% | 0.02% | 0.16% |
| THFFFirst Financial Corporation | 0.17% | 0.02% | 0.15% |
| CPFCentral Pacific Financial Corp | 0.14% | 0.02% | 0.12% |
You are not choosing between two funds in isolation.
Whichever of BSVO 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, BSVO or SCHD?
BSVO has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option, by $39 a year on a $10,000 investment.
Which performed better, BSVO or SCHD?
Over the past year BSVO returned +25.95% vs +25.92% for SCHD, so BSVO leads on 1-year performance. Over the longest common window we track (4 years), BSVO annualized +16.89% vs +14.23% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSVO or SCHD?
BSVO has been the more volatile fund at 19.6% annualized versus 13.6% for SCHD. Worst drawdown: BSVO -27.5% vs SCHD -16.1%.
Should I hold both BSVO and SCHD?
BSVO and SCHD have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BSVO and SCHD?
3.4% of BSVO's money is in holdings SCHD also owns. 0.5% of SCHD's is in holdings BSVO also owns. They hold 16 positions in common, counted across the 621 positions we hold weights for in BSVO and 100 in SCHD.
Which pays a higher dividend, BSVO or SCHD?
BSVO yields 1.21% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BSVO?
SCHD has a lower expense ratio. BSVO led over 1Y, 3Y and the full window. BSVO is less concentrated, with 7.8% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.