BUSM vs SCHD
EA Bridgeway Ultra-Small Company Market ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. BUSM delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | BUSM | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.73% | 0.06% | |
| AUM | $129M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 38 | 104 | |
| YTD Return | +5.74% | +25.69% | |
| 1Y Return | - | +30.41% | |
| 3Y Return (annualized) | - | +16.03% | |
| 5Y Return (annualized) | - | +9.64% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -1.9% | -33.4% | |
| Fund Family | Bridgeway Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2026 | Oct 20, 2011 |
BUSM vs SCHD Performance
EA Bridgeway Ultra-Small Company Market ETF (BUSM) is a ETF from Bridgeway Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, BUSM is up 5.74% versus a gain of 25.69% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.9% for BUSM 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
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
BUSM and SCHD share 7 holdings out of 131 unique holdings combined, representing a 18.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $67 per year of difference.
What is the holdings overlap between BUSM and SCHD?
BUSM and SCHD share 7 common holdings with a 18.8% weight overlap. Combined, they hold 131 unique securities.
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.
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