Brookfield Asset Management Ltd. (BAM) vs Schwab U.S. Dividend Equity ETF (SCHD)
Over the past 3 years, BAM outperformed SCHD — 20.51% vs 15.48% annualized total return (price plus dividends).
A side-by-side comparison of Brookfield Asset Management Ltd. and Schwab U.S. Dividend Equity ETF across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 12, 2026. Differences are shown without an overall score or investment verdict.
Total return — BAM vs SCHD
growth of $100 · dividends reinvested · last 4yMetrics side by side
Did BAM beat SCHD?
Over the past 3 years, BAM outperformed SCHD — 20.51% vs 15.48% annualized total return (price plus dividends).
Total return (annualized)
| Metric | BAM | SCHD |
|---|---|---|
| Total return (1Y) | -6.46% | 31.67% |
| Total return CAGR (3Y) | 20.51% | 15.48% |
| Total return CAGR (5Y) | N/A | 9.71% |
| Total return CAGR (10Y) | N/A | 12.89% |
SCHD is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).
Frequently asked
- Has BAM beaten SCHD?
- Over the past 3 years, BAM outperformed SCHD — 20.51% vs 15.48% annualized total return (price plus dividends).
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 12, 2026.