BETH vs SCHD
ProShares Bitcoin & Ether Market Cap Weight ETF vs Schwab US Dividend Equity ETF
Which is better, BETH or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. BETH led over 3Y and the full window, SCHD over 1Y.
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 | BETH | SCHD |
|---|---|---|
| Expense Ratio | 0.95% | 0.06%Best |
| AUM | $12M | $112.1B |
| Dividend Yield | 33.37% | 3.00% |
| Holdings | 2 | 103 |
| YTD Return | -18.31% | +24.23%Best |
| 1Y Return | -38.78% | +27.90%Best |
| 3Y Return (annualized) | +24.35%Best | +15.55% |
| 5Y Return (annualized) | - | +9.97% |
| Volatility (annualized) | 53.8% | 13.1%Best |
| Max Drawdown | -57.1% | -16.1%Best |
| $10,000 over 3 years | $19,228Best | $16,140 |
| Fund Family | ProShares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Oct 2, 2023 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Oct 2, 2023 to Sep 17, 2026 (3 years).
BETH 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 covers the 3 years both funds cover.
BETH vs SCHD Performance
ProShares Bitcoin & Ether Market Cap Weight ETF (BETH) is an ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BETH returned -38.78% while SCHD returned +27.90%. Year to date, BETH is down 18.31% versus a gain of 24.23% for SCHD.
Over three years, BETH compounded at +24.35% per year against +15.55% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BETH has been the more volatile fund, with annualized monthly volatility of 53.8% compared with 13.1% 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 -57.1% for BETH and -16.1% 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 0.16. They move largely independently of each other.
Fees and Cost Over Time
BETH charges 0.95% per year while SCHD charges 0.06%. On a $10,000 position that is $95 vs $6 annually, a gap of $89 per year that compounds over a long holding period. On income, BETH currently yields 33.37% against 3.00% for SCHD.
You are not choosing between two funds in isolation.
Whichever of BETH 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, BETH or SCHD?
BETH has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option, by $89 a year on a $10,000 investment.
Which performed better, BETH or SCHD?
Over the past year BETH returned -38.78% vs +27.90% 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, BETH or SCHD?
BETH has been the more volatile fund at 53.8% annualized versus 13.1% for SCHD. Worst drawdown: BETH -57.1% vs SCHD -16.1%.
Should I hold both BETH and SCHD?
BETH and SCHD have a monthly-return correlation of 0.16, 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, BETH or SCHD?
BETH yields 33.37% while SCHD yields 3.00%, so BETH currently pays the higher dividend yield.
Is SCHD better than BETH?
SCHD has a lower expense ratio. BETH led over 3Y and the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.