BEGS vs SCHD
Rareview 2x Bull Cryptocurrency & Precious Metals 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 100 holdings.
Side-by-Side Comparison
| Metric | BEGS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.06% | |
| AUM | $3M | $103.7B | |
| Dividend Yield | 89.72% | 3.31% | |
| Holdings | 6 | 104 | |
| YTD Return | -37.28% | +25.33% | |
| 1Y Return | -36.38% | +32.31% | |
| 3Y Return (annualized) | - | +15.40% | |
| 5Y Return (annualized) | - | +9.70% | |
| Volatility (annualized) | 45.1% | 13.6% | |
| Max Drawdown | -60.2% | -33.4% | |
| Fund Family | Rareview Capital | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Feb 4, 2025 | Oct 20, 2011 |
BEGS vs SCHD Performance
Rareview 2x Bull Cryptocurrency & Precious Metals ETF (BEGS) is a ETF from Rareview Capital and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BEGS returned -36.38% while SCHD returned +32.31%. Year to date, BEGS is down 37.28% versus a gain of 25.33% for SCHD.
Risk: Volatility and Drawdowns
BEGS has been the more volatile fund, with annualized monthly volatility of 45.1% 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 -60.2% for BEGS 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 0.02. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BEGS charges 0.99% per year while SCHD charges 0.06%. On a $10,000 position that is $99 vs $6 annually, a gap of $93 per year that compounds over a long holding period. On income, BEGS currently yields 89.72% against 3.31% for SCHD.
Holdings Overlap
BEGS 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, BEGS or SCHD?
BEGS has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
Which performed better, BEGS or SCHD?
Over the past year BEGS returned -36.38% vs +32.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), BEGS annualized -6.22% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, BEGS or SCHD?
BEGS has been the more volatile fund at 45.1% annualized versus 13.6% for SCHD. Worst drawdown: BEGS -60.2% vs SCHD -33.4%.
Should I hold both BEGS and SCHD?
BEGS and SCHD have a monthly-return correlation of 0.02, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BEGS and SCHD?
BEGS and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, BEGS or SCHD?
BEGS yields 89.72% while SCHD yields 3.31%, so BEGS currently pays the higher dividend yield.
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