DBSC vs SCHD

DBSC vs SCHD

Which is better, DBSC or SCHD?

Small Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. DBSC is less concentrated, with 20.7% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDLess Concentrated: DBSC

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

MetricDBSCSCHD
Expense Ratio0.85%0.06%Best
AUM$5M$112.1B
Dividend Yield0.00%3.00%
Holdings101103
Top 10 Weight20.7%Best41.8%
Fund FamilyDeepwater Asset Management, LLCCharles Schwab Asset Management
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Value
InceptionDec 15, 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.

The two price series end 151 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. DBSC has data through Apr 23, 2026 and SCHD through Sep 21, 2026.

Fees and Cost Over Time

DBSC charges 0.85% per year while SCHD charges 0.06%. On a $10,000 position that is $85 vs $6 annually, a gap of $79 per year that compounds over a long holding period. On income, DBSC currently yields 0.00% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 100 holdings in DBSC and 100 in SCHD, totalling 99.3% 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 243 days apart, DBSC as of Dec 31, 2025 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 100 positions we hold weights for in DBSC and 100 in SCHD, against full books of 101 and 103.

What only one of them owns

Our book lists 99 positions for SCHD that do not appear in our book for DBSC (99.9% of the fund), and 93 for DBSC that do not appear in SCHD (92.8%).

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

DBSCSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DBSC or SCHD?

DBSC has an expense ratio of 0.85% while SCHD charges 0.06%. SCHD is the cheaper option, by $79 a year on a $10,000 investment.

Which pays a higher dividend, DBSC or SCHD?

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

Is SCHD better than DBSC?

SCHD has a lower expense ratio. DBSC is less concentrated, with 20.7% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.