AETH vs SCHD
Bitwise Trendwise Ether and Treasuries Rotation Strategy 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 103 holdings.
Side-by-Side Comparison
| Metric | AETH | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.06% | |
| AUM | $6M | $112.2B | |
| Dividend Yield | 2.78% | 3.13% | |
| Holdings | 3 | 103 | |
| YTD Return | +2.43% | +28.33% | |
| 1Y Return | -27.16% | +30.37% | |
| 3Y Return (annualized) | +23.65% | +16.64% | |
| 5Y Return (annualized) | - | +10.04% | |
| Volatility (annualized) | 63.8% | 13.6% | |
| Max Drawdown | -51.1% | -33.4% | |
| Fund Family | Bitwise | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Sep 29, 2023 | Oct 20, 2011 |
AETH vs SCHD Performance
Bitwise Trendwise Ether and Treasuries Rotation Strategy ETF (AETH) is a ETF from Bitwise and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year AETH returned -27.16% while SCHD returned +30.37%. Year to date, AETH is up 2.43% versus a gain of 28.33% for SCHD.
Over three years, AETH compounded at +23.65% per year against +16.64% for SCHD. Across the full 3-year window we track, AETH has the edge at +23.65% annualized vs +11.58%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AETH has been the more volatile fund, with annualized monthly volatility of 63.8% 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 -51.1% for AETH 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AETH charges 0.89% per year while SCHD charges 0.06%. On a $10,000 position that is $89 vs $6 annually, a gap of $83 per year that compounds over a long holding period. On income, AETH currently yields 2.78% against 3.13% for SCHD.
Holdings Overlap
AETH and SCHD share 0 holdings out of 101 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, AETH or SCHD?
AETH has an expense ratio of 0.89% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $83 per year of difference.
Which performed better, AETH or SCHD?
Over the past year AETH returned -27.16% vs +30.37% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), AETH annualized +23.65% vs +11.58% for SCHD. Past performance does not guarantee future results.
Which is riskier, AETH or SCHD?
AETH has been the more volatile fund at 63.8% annualized versus 13.6% for SCHD. Worst drawdown: AETH -51.1% vs SCHD -33.4%.
Should I hold both AETH and SCHD?
AETH and SCHD have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AETH and SCHD?
AETH and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, AETH or SCHD?
AETH yields 2.78% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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