BLLD vs SCHD
JPMorgan Sustainable Infrastructure ETF vs Schwab US Dividend Equity ETF
Which is better, BLLD or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BLLD | SCHD |
|---|---|---|
| Expense Ratio | 0.49% | 0.06%Best |
| AUM | $21M | $111.6B |
| Dividend Yield | 1.64% | 3.24% |
| Holdings | 61 | 206 |
| Volatility (annualized) | 17.1% | 14.6%Best |
| Max Drawdown | -21.0% | -12.3%Best |
| $10,000 over 2.5 years | $10,569 | $12,257Best |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 7, 2022 | Oct 20, 2011 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 572 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BLLD has data through Mar 21, 2025 and SCHD through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Sep 9, 2022 to Mar 21, 2025 (2.5 years).
Risk: Volatility and Drawdowns
BLLD has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 14.6% 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 -21.0% for BLLD and -12.3% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BLLD charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, BLLD currently yields 1.64% against 3.24% for SCHD.
You are not choosing between two funds in isolation.
Whichever of BLLD and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BLLD or SCHD?
BLLD has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option, by $43 a year on a $10,000 investment.
Which is riskier, BLLD or SCHD?
BLLD has been the more volatile fund at 17.1% annualized versus 14.6% for SCHD. Worst drawdown: BLLD -21.0% vs SCHD -12.3%.
Should I hold both BLLD and SCHD?
BLLD and SCHD have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BLLD or SCHD?
BLLD yields 1.64% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BLLD?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.