FBYY vs SCHD

FBYY vs SCHD

Which is better, FBYY or SCHD?

Leverage Strategy against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y.

Lower Fees: SCHDHigher Returns (1Y): SCHD

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

MetricFBYYSCHD
Expense Ratio1.07%0.06%Best
AUM$323,171.84$111.6B
Dividend Yield60.50%3.24%
Holdings12206
YTD Return-26.16%+24.55%Best
1Y Return-35.69%+29.85%Best
3Y Return (annualized)-+16.64%
5Y Return (annualized)-+9.54%
Volatility (annualized)17.4%14.6%Best
Fund FamilyGraniteSharesCharles Schwab Asset Management
CategoryAlternativeEquity
StyleLeverage StrategyLarge Cap Value
InceptionOct 21, 2025Oct 20, 2011

Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.

FBYY vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

FBYY vs SCHD Performance

GraniteShares YieldBOOST META ETF (FBYY) is an ETF from GraniteShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year FBYY returned -35.69% while SCHD returned +29.85%. Year to date, FBYY is down 26.16% versus a gain of 24.55% for SCHD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FBYY has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 14.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.05. They move largely independently of each other.

Fees and Cost Over Time

FBYY charges 1.07% per year while SCHD charges 0.06%. On a $10,000 position that is $107 vs $6 annually, a gap of $101 per year that compounds over a long holding period. On income, FBYY currently yields 60.50% against 3.24% for SCHD.

You are not choosing between two funds in isolation.

Whichever of FBYY and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FBYYSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FBYY or SCHD?

FBYY has an expense ratio of 1.07% while SCHD charges 0.06%. SCHD is the cheaper option, by $101 a year on a $10,000 investment.

Which performed better, FBYY or SCHD?

Over the past year FBYY returned -35.69% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FBYY or SCHD?

FBYY has been the more volatile fund at 17.4% annualized versus 14.6% for SCHD.

Should I hold both FBYY and SCHD?

FBYY and SCHD have a monthly-return correlation of -0.05, 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, FBYY or SCHD?

FBYY yields 60.50% while SCHD yields 3.24%, so FBYY currently pays the higher dividend yield.

Is SCHD better than FBYY?

SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.