BOBP vs SCHD
BOBP vs SCHD
CORE16 Best of Breed Premier Index 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 | BOBP | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.06% | |
| AUM | $2M | $103.7B | |
| Dividend Yield | 2.59% | 3.31% | |
| Holdings | 52 | 104 | |
| YTD Return | +14.87% | +24.08% | |
| 1Y Return | +21.64% | +31.88% | |
| 3Y Return (annualized) | - | +14.92% | |
| 5Y Return (annualized) | - | +9.85% | |
| Volatility (annualized) | 22.9% | 13.6% | |
| Max Drawdown | -16.3% | -33.4% | |
| Fund Family | Exchange Traded Concepts Trust | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | May 20, 2025 | Oct 20, 2011 |
BOBP vs SCHD Performance
CORE16 Best of Breed Premier Index ETF (BOBP) is a ETF from Exchange Traded Concepts Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BOBP returned +21.64% while SCHD returned +31.88%. Year to date, BOBP is up 14.87% versus a gain of 24.08% for SCHD.
Risk: Volatility and Drawdowns
BOBP has been the more volatile fund, with annualized monthly volatility of 22.9% 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 -16.3% for BOBP 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 0.02. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BOBP charges 0.70% per year while SCHD charges 0.06%. On a $10,000 position that is $70 vs $6 annually, a gap of $64 per year that compounds over a long holding period. On income, BOBP currently yields 2.59% against 3.31% for SCHD.
Holdings Overlap
BOBP and SCHD share 0 holdings out of 151 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, BOBP or SCHD?
BOBP has an expense ratio of 0.70% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $64 per year of difference.
Which performed better, BOBP or SCHD?
Over the past year BOBP returned +21.64% vs +31.88% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), BOBP annualized +21.27% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BOBP or SCHD?
BOBP has been the more volatile fund at 22.9% annualized versus 13.6% for SCHD. Worst drawdown: BOBP -16.3% vs SCHD -33.4%.
Should I hold both BOBP and SCHD?
BOBP and SCHD have a monthly-return correlation of 0.02, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BOBP and SCHD?
BOBP and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 151 unique securities.
Which pays a higher dividend, BOBP or SCHD?
BOBP yields 2.59% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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