BLGR vs SCHD
BLGR vs SCHD
Bluemonte Large Cap Growth 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 | BLGR | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.06% | |
| AUM | - | $103.7B | |
| Dividend Yield | - | 3.31% | |
| Holdings | 5 | 104 | |
| YTD Return | +12.65% | +24.26% | |
| 1Y Return | +21.74% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 16.9% | 13.6% | |
| Max Drawdown | -14.1% | -33.4% | |
| Fund Family | Bluemonte Investment Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 20, 2025 | Oct 20, 2011 |
BLGR vs SCHD Performance
Bluemonte Large Cap Growth ETF (BLGR) is a ETF from Bluemonte Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BLGR returned +21.74% while SCHD returned +31.38%. Year to date, BLGR is up 12.65% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
BLGR has been the more volatile fund, with annualized monthly volatility of 16.9% 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 -14.1% for BLGR 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 0.00. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BLGR charges 0.24% per year while SCHD charges 0.06%. On a $10,000 position that is $24 vs $6 annually, a gap of $18 per year that compounds over a long holding period.
Holdings Overlap
BLGR and SCHD share 0 holdings out of 104 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, BLGR or SCHD?
BLGR has an expense ratio of 0.24% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $18 per year of difference.
Which performed better, BLGR or SCHD?
Over the past year BLGR returned +21.74% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), BLGR annualized +26.74% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BLGR or SCHD?
BLGR has been the more volatile fund at 16.9% annualized versus 13.6% for SCHD. Worst drawdown: BLGR -14.1% vs SCHD -33.4%.
Should I hold both BLGR and SCHD?
BLGR and SCHD have a monthly-return correlation of 0.00, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BLGR and SCHD?
BLGR and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.
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