BULU vs SCHD

BULU vs SCHD

Which is better, BULU or SCHD?

Trading-Leveraged Equity against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricBULUSCHD
Expense Ratio1.50%0.06%Best
AUM$361,007.99$112.1B
Dividend Yield0.00%3.00%
Holdings3103
Fund FamilyREX SharesCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionJul 31, 2025Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 186 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BULU has data through Mar 16, 2026 and SCHD through Sep 18, 2026.

Fees and Cost Over Time

BULU charges 1.50% per year while SCHD charges 0.06%. On a $10,000 position that is $150 vs $6 annually, a gap of $144 per year that compounds over a long holding period. On income, BULU currently yields 0.00% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 1 holding in BULU and 100 in SCHD, totalling 1.9% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 213 days apart, BULU as of Jan 30, 2026 and SCHD as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 1 positions we hold weights for in BULU and 100 in SCHD, against full books of 3 and 103.

You are not choosing between two funds in isolation.

Whichever of BULU and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BULUSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BULU or SCHD?

BULU has an expense ratio of 1.50% while SCHD charges 0.06%. SCHD is the cheaper option, by $144 a year on a $10,000 investment.

Which pays a higher dividend, BULU or SCHD?

BULU yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than BULU?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.