BUXX vs SCHD
BUXX vs SCHD
Strive Enhanced Income Short Maturity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. BUXX offers more diversification with 134 holdings.
Side-by-Side Comparison
| Metric | BUXX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.26% | 0.06% | |
| AUM | $488M | $103.7B | |
| Dividend Yield | 5.11% | 3.31% | |
| Holdings | 337 | 104 | |
| YTD Return | +2.32% | +22.69% | |
| 1Y Return | +4.18% | +30.94% | |
| 3Y Return (annualized) | +5.26% | +14.20% | |
| 5Y Return (annualized) | - | +9.59% | |
| Volatility (annualized) | 0.6% | 13.7% | |
| Max Drawdown | -0.6% | -33.4% | |
| Fund Family | Strive Asset Management | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Aug 10, 2023 | Oct 20, 2011 |
BUXX vs SCHD Performance
Strive Enhanced Income Short Maturity ETF (BUXX) is a ETF from Strive Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BUXX returned +4.18% while SCHD returned +30.94%. Year to date, BUXX is up 2.32% versus a gain of 22.69% for SCHD.
Over three years, BUXX compounded at +5.26% per year against +14.20% for SCHD. Across the full 3-year window we track, SCHD has the edge at +11.31% annualized vs +5.26%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 0.6% for BUXX. 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 -0.6% for BUXX 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 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BUXX charges 0.26% per year while SCHD charges 0.06%. On a $10,000 position that is $26 vs $6 annually, a gap of $20 per year that compounds over a long holding period. On income, BUXX currently yields 5.11% against 3.31% for SCHD.
Holdings Overlap
BUXX and SCHD share 0 holdings out of 234 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, BUXX or SCHD?
BUXX has an expense ratio of 0.26% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, BUXX or SCHD?
Over the past year BUXX returned +4.18% vs +30.94% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), BUXX annualized +5.26% vs +11.31% for SCHD. Past performance does not guarantee future results.
Which is riskier, BUXX or SCHD?
SCHD has been the more volatile fund at 13.7% annualized versus 0.6% for BUXX. Worst drawdown: BUXX -0.6% vs SCHD -33.4%.
Should I hold both BUXX and SCHD?
BUXX and SCHD have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BUXX and SCHD?
BUXX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 234 unique securities.
Which pays a higher dividend, BUXX or SCHD?
BUXX yields 5.11% while SCHD yields 3.31%, so BUXX currently pays the higher dividend yield.
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