BETZ vs SCHD
Roundhill Sports Betting & iGaming 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 104 holdings.
Side-by-Side Comparison
| Metric | BETZ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.06% | |
| AUM | $50M | $108.7B | |
| Dividend Yield | 5.01% | 3.13% | |
| Holdings | 27 | 104 | |
| YTD Return | -6.07% | +28.70% | |
| 1Y Return | -15.98% | +32.27% | |
| 3Y Return (annualized) | +6.67% | +17.27% | |
| 5Y Return (annualized) | -6.77% | +10.23% | |
| Volatility (annualized) | 28.7% | 13.7% | |
| Max Drawdown | -60.8% | -33.4% | |
| Fund Family | Roundhill Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 31, 2023 | Oct 20, 2011 |
BETZ vs SCHD Performance
Roundhill Sports Betting & iGaming ETF (BETZ) is a ETF from Roundhill Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BETZ returned -15.98% while SCHD returned +32.27%. Year to date, BETZ is down 6.07% versus a gain of 28.70% for SCHD.
Over three years, BETZ compounded at +6.67% per year against +17.27% for SCHD; over five years the annualized figures are -6.77% and +10.23% respectively. Across the full 6-year window we track, SCHD has the edge at +11.63% annualized vs +4.11%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BETZ has been the more volatile fund, with annualized monthly volatility of 28.7% compared with 13.7% 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 -60.8% for BETZ 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BETZ charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, BETZ currently yields 5.01% against 3.13% for SCHD.
Holdings Overlap
BETZ and SCHD share 0 holdings out of 124 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, BETZ or SCHD?
BETZ has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
Which performed better, BETZ or SCHD?
Over the past year BETZ returned -15.98% vs +32.27% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), BETZ annualized +4.11% vs +11.63% for SCHD. Past performance does not guarantee future results.
Which is riskier, BETZ or SCHD?
BETZ has been the more volatile fund at 28.7% annualized versus 13.7% for SCHD. Worst drawdown: BETZ -60.8% vs SCHD -33.4%.
Should I hold both BETZ and SCHD?
BETZ and SCHD have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BETZ and SCHD?
BETZ and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 124 unique securities.
Which pays a higher dividend, BETZ or SCHD?
BETZ yields 5.01% while SCHD yields 3.13%, so BETZ currently pays the higher dividend yield.
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