BNDX vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. BNDX offers more diversification with 1269 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: BNDX

Side-by-Side Comparison

MetricBNDXSCHDWinner
Expense Ratio0.07%0.06%
AUM$83.0B$103.7B
Dividend Yield4.45%3.31%
Holdings13,626104
YTD Return+0.71%+23.31%
1Y Return+1.18%+30.42%
3Y Return (annualized)+4.22%+14.66%
5Y Return (annualized)-0.05%+9.59%
Volatility (annualized)4.1%13.6%
Max Drawdown-17.2%-33.4%
Fund FamilyVanguard (US)Charles Schwab Asset Management
CategoryFixed IncomeEquity
InceptionMay 31, 2013Oct 20, 2011

BNDX vs SCHD Performance

Vanguard Total International Bond ETF (BNDX) is a ETF from Vanguard (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BNDX returned +1.18% while SCHD returned +30.42%. Year to date, BNDX is up 0.71% versus a gain of 23.31% for SCHD.

Over three years, BNDX compounded at +4.22% per year against +14.66% for SCHD; over five years the annualized figures are -0.05% and +9.59% respectively. Across the full 13-year window we track, SCHD has the edge at +11.34% annualized vs +1.11%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 4.1% for BNDX. 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 -17.2% for BNDX 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 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BNDX charges 0.07% per year while SCHD charges 0.06%. On a $10,000 position that is $7 vs $6 annually, a gap of $1 per year that compounds over a long holding period. On income, BNDX currently yields 4.45% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

BNDX and SCHD share 0 holdings out of 1369 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, BNDX or SCHD?

BNDX has an expense ratio of 0.07% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, BNDX or SCHD?

Over the past year BNDX returned +1.18% vs +30.42% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (13 years), BNDX annualized +1.11% vs +11.34% for SCHD. Past performance does not guarantee future results.

Which is riskier, BNDX or SCHD?

SCHD has been the more volatile fund at 13.6% annualized versus 4.1% for BNDX. Worst drawdown: BNDX -17.2% vs SCHD -33.4%.

Should I hold both BNDX and SCHD?

BNDX and SCHD have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BNDX and SCHD?

BNDX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1369 unique securities.

Which pays a higher dividend, BNDX or SCHD?

BNDX yields 4.45% while SCHD yields 3.31%, so BNDX currently pays the higher dividend yield.

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