BUZZ vs SCHD

BUZZ vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricBUZZSCHDWinner
Expense Ratio0.76%0.06%
AUM$86M$108.7B
Dividend Yield0.00%3.13%
Holdings77104
YTD Return+11.47%+26.54%
1Y Return+14.60%+30.90%
3Y Return (annualized)+32.49%+16.29%
5Y Return (annualized)+8.20%+9.65%
Volatility (annualized)31.8%13.6%
Max Drawdown-56.9%-33.4%
Fund FamilyVanEckCharles Schwab Asset Management
CategoryEquityEquity
InceptionMar 2, 2021Oct 20, 2011

BUZZ vs SCHD Performance

VanEck Social Sentiment ETF (BUZZ) is a ETF from VanEck and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BUZZ returned +14.60% while SCHD returned +30.90%. Year to date, BUZZ is up 11.47% versus a gain of 26.54% for SCHD.

Over three years, BUZZ compounded at +32.49% per year against +16.29% for SCHD; over five years the annualized figures are +8.20% and +9.65% respectively. Across the full 5-year window we track, SCHD has the edge at +11.51% annualized vs +8.93%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BUZZ has been the more volatile fund, with annualized monthly volatility of 31.8% compared with 13.6% 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 -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.

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%overlap

BUZZ and SCHD share 3 holdings out of 172 unique holdings combined, representing a 1.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BUZZWeight in SCHDDifference
UNH0.21%4.11%3.90%
QCOM0.56%2.55%1.99%
CMCSA0.27%2.26%1.99%

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. On a $10,000 investment, that is $70 per year of difference.

Which performed better, BUZZ or SCHD?

Over the past year BUZZ returned +14.60% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), BUZZ annualized +8.93% vs +11.51% for SCHD. Past performance does not guarantee future results.

Which is riskier, BUZZ or SCHD?

BUZZ has been the more volatile fund at 31.8% annualized versus 13.6% for SCHD. Worst drawdown: BUZZ -56.9% vs SCHD -33.4%.

Should I hold both BUZZ and SCHD?

BUZZ and SCHD have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BUZZ and SCHD?

BUZZ and SCHD share 3 common holdings with a 1.0% weight overlap. Combined, they hold 172 unique securities.

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.

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