BUSM vs SCHD
EA Bridgeway Ultra-Small Company Market ETF vs Schwab US Dividend Equity ETF
Which is better, BUSM or SCHD?
Small Cap Value against Large Cap Value.
SCHD has a lower expense ratio. BUSM led over 1Y. BUSM is less concentrated, with 33.9% of the fund in its ten largest positions against 41.5%.
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 | BUSM | SCHD |
|---|---|---|
| Expense Ratio | 0.73% | 0.06%Best |
| AUM | $129M | $112.2B |
| Dividend Yield | 0.00% | 3.13% |
| Holdings | 39 | 103 |
| YTD Return | +4.50% | +27.56%Best |
| 1Y Return | - | +30.29% |
| 3Y Return (annualized) | - | +16.37% |
| 5Y Return (annualized) | - | +10.23% |
| Top 10 Weight | 33.9%Best | 41.5% |
| Fund Family | Bridgeway Funds | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Value |
| Inception | Jul 24, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BUSM 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.
BUSM vs SCHD Performance
EA Bridgeway Ultra-Small Company Market ETF (BUSM) is an ETF from Bridgeway Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, BUSM is up 4.50% versus a gain of 27.56% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
BUSM charges 0.73% per year while SCHD charges 0.06%. On a $10,000 position that is $73 vs $6 annually, a gap of $67 per year that compounds over a long holding period. On income, BUSM currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
18.8% of BUSM's money is in holdings SCHD also owns. 28.4% of SCHD's money is in holdings BUSM also owns.
SCHD and BUSM share little of their money.
7 positions in common, counted across the 38 positions we hold weights for in BUSM and 100 in SCHD, against full books of 39 and 103.
What only one of them owns
Measured across the 38 and 100 positions we hold weights for.
SCHD holds 91 positions BUSM does not, 71.3% of the fund.
Largest: ABT 4.70%, AMGN 4.62%, PEP 3.71%, COP 3.59%, TXN 3.53%
Top Shared Holdings
| Stock | Weight in BUSM | Weight in SCHD | Difference |
|---|---|---|---|
| UNHUnitedhealth Group | 3.51% | 4.11% | 0.60% |
| KOCoca-cola Co. | 2.63% | 4.20% | 1.57% |
| MRKMerck & Co. Inc. | 2.47% | 4.26% | 1.79% |
| CVXChevron Corp.United States -Energy | 2.86% | 3.74% | 0.88% |
| HDHome Depot Inc/The | 2.28% | 4.32% | 2.04% |
| VZVerizon Communications Inc Com Usd1 | 2.68% | 3.84% | 1.16% |
| PGProcter & Gamble Company | 2.40% | 3.96% | 1.56% |
28.4% of SCHD is already inside BUSM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BUSM or SCHD?
BUSM has an expense ratio of 0.73% while SCHD charges 0.06%. SCHD is the cheaper option, by $67 a year on a $10,000 investment.
What is the holdings overlap between BUSM and SCHD?
28.4% of SCHD's money is in holdings BUSM also owns. 28.4% of SCHD's is in holdings BUSM also owns. They hold 7 positions in common, counted across the 38 positions we hold weights for in BUSM and 100 in SCHD.
Which pays a higher dividend, BUSM or SCHD?
BUSM yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BUSM?
SCHD has a lower expense ratio. BUSM led over 1Y. BUSM is less concentrated, with 33.9% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.