BUZZ vs SCHD
VanEck Social Sentiment ETF vs Schwab US Dividend Equity ETF
Which is better, BUZZ or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. BUZZ led over 3Y, SCHD over 1Y, 5Y and the full window. BUZZ is less concentrated, with 32.5% 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 | BUZZ | SCHD |
|---|---|---|
| Expense Ratio | 0.76% | 0.06%Best |
| AUM | $86M | $112.2B |
| Dividend Yield | 0.00% | 3.13% |
| Holdings | 76 | 103 |
| YTD Return | +12.85% | +27.56%Best |
| 1Y Return | +18.13% | +30.29%Best |
| 3Y Return (annualized) | +31.97%Best | +16.37% |
| 5Y Return (annualized) | +7.41% | +10.23%Best |
| Volatility (annualized) | 31.4% | 14.3%Best |
| Max Drawdown | -56.9% | -16.9%Best |
| $10,000 over 5 years | $14,296 | $16,274Best |
| Top 10 Weight | 32.5%Best | 41.5% |
| Fund Family | VanEck | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Mar 2, 2021 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Mar 4, 2021 to Sep 4, 2026 (5.5 years).
BUZZ 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 5.5 years both funds cover.
BUZZ vs SCHD Performance
VanEck Social Sentiment ETF (BUZZ) is an ETF from VanEck and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BUZZ returned +18.13% while SCHD returned +30.29%. Year to date, BUZZ is up 12.85% versus a gain of 27.56% for SCHD.
Over three years, BUZZ compounded at +31.97% per year against +16.37% for SCHD; over five years the annualized figures are +7.41% and +10.23% respectively. Across the full 6-year window we track, SCHD has the edge at +11.85% annualized vs +9.08%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BUZZ has been the more volatile fund, with annualized monthly volatility of 31.4% compared with 14.3% 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 -56.9% for BUZZ and -16.9% 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 0.41. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BUZZ charges 0.76% per year while SCHD charges 0.06%. On a $10,000 position that is $76 vs $6 annually, a gap of $70 per year that compounds over a long holding period. On income, BUZZ currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
1.0% of BUZZ's money is in holdings SCHD also owns. 8.9% of SCHD's money is in holdings BUZZ also owns.
SCHD and BUZZ share little of their money.
3 positions in common, counted across the 75 positions we hold weights for in BUZZ and 100 in SCHD, against full books of 76 and 103.
What only one of them owns
Our book lists 96 positions for SCHD that do not appear in our book for BUZZ (91.0% of the fund), and 70 for BUZZ that do not appear in SCHD (93.6%).
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.
You are not choosing between two funds in isolation.
Whichever of BUZZ 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, BUZZ or SCHD?
BUZZ has an expense ratio of 0.76% while SCHD charges 0.06%. SCHD is the cheaper option, by $70 a year on a $10,000 investment.
Which performed better, BUZZ or SCHD?
Over the past year BUZZ returned +18.13% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), BUZZ annualized +9.08% vs +11.85% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BUZZ or SCHD?
BUZZ has been the more volatile fund at 31.4% annualized versus 14.3% for SCHD. Worst drawdown: BUZZ -56.9% vs SCHD -16.9%.
Should I hold both BUZZ and SCHD?
BUZZ and SCHD have a monthly-return correlation of 0.41, 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 BUZZ and SCHD?
8.9% of SCHD's money is in holdings BUZZ also owns. 8.9% of SCHD's is in holdings BUZZ also owns. They hold 3 positions in common, counted across the 75 positions we hold weights for in BUZZ and 100 in SCHD.
Which pays a higher dividend, BUZZ or SCHD?
BUZZ yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BUZZ?
SCHD has a lower expense ratio. BUZZ led over 3Y, SCHD over 1Y, 5Y and the full window. BUZZ is less concentrated, with 32.5% 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.