SCHD vs YBMN
Schwab US Dividend Equity ETF vs Defiance BMNR Option Income ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | YBMN | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.85% | |
| AUM | $103.7B | $3M | |
| Dividend Yield | 3.31% | 62.99% | |
| Holdings | 104 | 6 | |
| YTD Return | +25.33% | -28.83% | |
| 1Y Return | +32.31% | - | |
| 3Y Return (annualized) | +15.40% | - | |
| 5Y Return (annualized) | +9.70% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -57.0% | |
| Fund Family | Charles Schwab Asset Management | Defiance ETFs, LLC | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Nov 24, 2025 |
SCHD vs YBMN Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Defiance BMNR Option Income ETF (YBMN) is a ETF from Defiance ETFs, LLC. Year to date, SCHD is up 25.33% versus a loss of 28.83% for YBMN.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -57.0% for YBMN. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while YBMN charges 0.85%. On a $10,000 position that is $6 vs $85 annually, a gap of $79 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 62.99% for YBMN.
Holdings Overlap
SCHD and YBMN share 0 holdings out of 101 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or YBMN?
SCHD has an expense ratio of 0.06% while YBMN charges 0.85%. SCHD is the cheaper option. On a $10,000 investment, that is $79 per year of difference.
What is the holdings overlap between SCHD and YBMN?
SCHD and YBMN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, SCHD or YBMN?
SCHD yields 3.31% while YBMN yields 62.99%, so YBMN currently pays the higher dividend yield.
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