SCHD vs YBST

SCHD vs YBST

Which is better, SCHD or YBST?

Large Cap Value against Option Writing.

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 47.9%.

Lower Fees: SCHDLess Concentrated: 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

MetricSCHDYBST
Expense Ratio0.06%Best1.38%
AUM$112.1B$1M
Dividend Yield3.00%61.52%
Holdings10344
YTD Return+23.68%Best-22.14%
1Y Return+28.36%-
3Y Return (annualized)+16.20%-
5Y Return (annualized)+10.07%-
Top 10 Weight41.8%Best47.9%
Fund FamilyCharles Schwab Asset ManagementGraniteShares
CategoryEquityAlternative
StyleLarge Cap ValueOption Writing
InceptionOct 20, 2011Dec 16, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

SCHD vs YBST 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SCHD vs YBST Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and GraniteShares YieldBoost Single Stock Universe ETF (YBST) is an ETF from GraniteShares. Year to date, SCHD is up 23.68% versus a loss of 22.14% for YBST.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while YBST charges 1.38%. On a $10,000 position that is $6 vs $138 annually, a gap of $132 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 61.52% for YBST.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 21 in YBST, totalling 100.0% and 99.9% 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 21 in YBST, against full books of 103 and 44.

What only one of them owns

Our book lists 21 positions for YBST that do not appear in our book for SCHD (99.9% of the fund), and 99 for SCHD that do not appear in YBST (99.9%).

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

SCHDYBST

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or YBST?

SCHD has an expense ratio of 0.06% while YBST charges 1.38%. SCHD is the cheaper option, by $132 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or YBST?

SCHD yields 3.00% while YBST yields 61.52%, so YBST currently pays the higher dividend yield.

Is YBST better than SCHD?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 47.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.