SCHD vs YBTY

SCHD vs YBTY

Which is better, SCHD or YBTY?

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

MetricSCHDYBTY
Expense Ratio0.06%Best1.38%
AUM$112.1B$2M
Dividend Yield3.00%77.44%
Holdings10318
YTD Return+21.99%Best-27.12%
1Y Return+25.92%-
3Y Return (annualized)+15.66%-
5Y Return (annualized)+9.48%-
Top 10 Weight41.8%-
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 YBTY 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 YBTY Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and GraniteShares YieldBoost TopYielders ETF (YBTY) is an ETF from GraniteShares. Year to date, SCHD is up 21.99% versus a loss of 27.12% for YBTY.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while YBTY 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 77.44% for YBTY.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 8 in YBTY, totalling 100.0% and 100.0% 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 8 in YBTY, against full books of 103 and 18.

What only one of them owns

Our book lists 8 positions for YBTY that do not appear in our book for SCHD (100.0% of the fund), and 99 for SCHD that do not appear in YBTY (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 YBTY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDYBTY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or YBTY?

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

Which pays a higher dividend, SCHD or YBTY?

SCHD yields 3.00% while YBTY yields 77.44%, so YBTY currently pays the higher dividend yield.

Is YBTY 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.