BIDD vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricBIDDSCHDWinner
Expense Ratio0.59%0.06%
AUM$408M$103.7B
Dividend Yield7.71%3.31%
Holdings60104
YTD Return+11.54%+24.26%
1Y Return+23.73%+31.38%
3Y Return (annualized)-+15.08%
5Y Return (annualized)-+9.72%
Volatility (annualized)12.6%13.6%
Max Drawdown-15.1%-33.4%
Fund FamilyBlackRock, Inc. (US)Charles Schwab Asset Management
CategoryEquityEquity
InceptionNov 15, 2024Oct 20, 2011

BIDD vs SCHD Performance

iShares International Dividend Active ETF (BIDD) 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 BIDD returned +23.73% while SCHD returned +31.38%. Year to date, BIDD is up 11.54% versus a gain of 24.26% for SCHD.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.6% for BIDD. 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 -15.1% for BIDD 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BIDD charges 0.59% per year while SCHD charges 0.06%. On a $10,000 position that is $59 vs $6 annually, a gap of $53 per year that compounds over a long holding period. On income, BIDD currently yields 7.71% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

BIDD and SCHD share 0 holdings out of 148 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, BIDD or SCHD?

BIDD has an expense ratio of 0.59% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $53 per year of difference.

Which performed better, BIDD or SCHD?

Over the past year BIDD returned +23.73% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), BIDD annualized +18.12% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, BIDD or SCHD?

SCHD has been the more volatile fund at 13.6% annualized versus 12.6% for BIDD. Worst drawdown: BIDD -15.1% vs SCHD -33.4%.

Should I hold both BIDD and SCHD?

BIDD and SCHD have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BIDD and SCHD?

BIDD and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 148 unique securities.

Which pays a higher dividend, BIDD or SCHD?

BIDD yields 7.71% while SCHD yields 3.31%, so BIDD currently pays the higher dividend yield.

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