SCHD vs YBST

SCHD vs YBST
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Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDYBSTWinner
Expense Ratio0.06%1.38%
AUM$112.2B$1M
Dividend Yield3.13%55.43%
Holdings10344
YTD Return+27.60%-22.81%
1Y Return+29.63%-
3Y Return (annualized)+16.43%-
5Y Return (annualized)+10.05%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-26.6%
Fund FamilyCharles Schwab Asset ManagementGraniteShares
CategoryEquityAlternative
InceptionOct 20, 2011Dec 16, 2025

SCHD vs YBST Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and GraniteShares YieldBoost Single Stock Universe ETF (YBST) is a ETF from GraniteShares. Year to date, SCHD is up 27.60% versus a loss of 22.81% for YBST.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -26.6% for YBST. 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 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 3.13% against 55.43% for YBST.

Holdings Overlap

0.0%overlap

SCHD and YBST share 0 holdings out of 121 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 YBST?

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

What is the holdings overlap between SCHD and YBST?

SCHD and YBST share 0 common holdings with a 0.0% weight overlap. Combined, they hold 121 unique securities.

Which pays a higher dividend, SCHD or YBST?

SCHD yields 3.13% while YBST yields 55.43%, so YBST currently pays the higher dividend yield.

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