BGRO vs SCHD
BGRO vs SCHD
iShares Large Cap Growth Active ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | BGRO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.06% | |
| AUM | $9M | $103.7B | |
| Dividend Yield | 0.03% | 3.31% | |
| Holdings | 36 | 104 | |
| YTD Return | +14.37% | +24.08% | |
| 1Y Return | +17.94% | +31.88% | |
| 3Y Return (annualized) | - | +14.92% | |
| 5Y Return (annualized) | - | +9.85% | |
| Volatility (annualized) | 19.1% | 13.6% | |
| Max Drawdown | -24.9% | -33.4% | |
| Fund Family | BlackRock, Inc. (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 4, 2024 | Oct 20, 2011 |
BGRO vs SCHD Performance
iShares Large Cap Growth Active ETF (BGRO) is a ETF from BlackRock, Inc. (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BGRO returned +17.94% while SCHD returned +31.88%. Year to date, BGRO is up 14.37% versus a gain of 24.08% for SCHD.
Risk: Volatility and Drawdowns
BGRO has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -24.9% for BGRO and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.03. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BGRO charges 0.55% per year while SCHD charges 0.06%. On a $10,000 position that is $55 vs $6 annually, a gap of $49 per year that compounds over a long holding period. On income, BGRO currently yields 0.03% against 3.31% for SCHD.
Holdings Overlap
BGRO and SCHD share 0 holdings out of 133 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, BGRO or SCHD?
BGRO has an expense ratio of 0.55% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $49 per year of difference.
Which performed better, BGRO or SCHD?
Over the past year BGRO returned +17.94% vs +31.88% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), BGRO annualized +17.91% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BGRO or SCHD?
BGRO has been the more volatile fund at 19.1% annualized versus 13.6% for SCHD. Worst drawdown: BGRO -24.9% vs SCHD -33.4%.
Should I hold both BGRO and SCHD?
BGRO and SCHD have a monthly-return correlation of 0.03, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BGRO and SCHD?
BGRO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 133 unique securities.
Which pays a higher dividend, BGRO or SCHD?
BGRO yields 0.03% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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