SCHD vs YBMN

SCHD vs YBMN

Which is better, SCHD or YBMN?

Large Cap Value against Option Writing.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricSCHDYBMN
Expense Ratio0.06%Best0.85%
AUM$112.2B$3M
Dividend Yield3.13%55.77%
Holdings10312
Fund FamilyCharles Schwab Asset ManagementDefiance ETFs, LLC
CategoryEquityAlternative
StyleLarge Cap ValueOption Writing
InceptionOct 20, 2011Nov 24, 2025

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 14 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SCHD has data through Sep 3, 2026 and YBMN through Aug 20, 2026.

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 3.13% against 55.77% for YBMN.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 1 in YBMN, totalling 100.0% and 8.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 100 positions we hold weights for in SCHD and 1 in YBMN, against full books of 103 and 12.

You are not choosing between two funds in isolation.

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

SCHDYBMN

Free for up to 10 holdings. No account needed.

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, by $79 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or YBMN?

SCHD yields 3.13% while YBMN yields 55.77%, so YBMN currently pays the higher dividend yield.

Is YBMN better than SCHD?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.