BUFE vs SCHD

BUFE 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

MetricBUFESCHDWinner
Expense Ratio1.05%0.06%
AUM$5M$108.7B
Dividend Yield0.00%3.13%
Holdings5104
YTD Return+6.12%+27.67%
1Y Return-+29.56%
3Y Return (annualized)-+16.53%
5Y Return (annualized)-+9.95%
Volatility (annualized)-13.6%
Max Drawdown-5.6%-33.4%
Fund FamilyFirst Trust Portfolios (US)Charles Schwab Asset Management
CategoryAlternativeEquity
InceptionApr 7, 2026Oct 20, 2011

BUFE vs SCHD Performance

FT Vest Laddered Emerging Markets Buffer ETF (BUFE) is a ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, BUFE is up 6.12% versus a gain of 27.67% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -5.6% for BUFE 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

BUFE charges 1.05% per year while SCHD charges 0.06%. On a $10,000 position that is $105 vs $6 annually, a gap of $99 per year that compounds over a long holding period. On income, BUFE currently yields 0.00% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

BUFE and SCHD share 0 holdings out of 104 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, BUFE or SCHD?

BUFE has an expense ratio of 1.05% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $99 per year of difference.

What is the holdings overlap between BUFE and SCHD?

BUFE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, BUFE or SCHD?

BUFE yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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