BITX vs SCHD
BITX vs SCHD
2x Bitcoin 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 100 holdings.
Side-by-Side Comparison
| Metric | BITX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 2.38% | 0.06% | |
| AUM | $927M | $103.7B | |
| Dividend Yield | 37.27% | 3.31% | |
| Holdings | 3 | 104 | |
| YTD Return | -57.33% | +24.26% | |
| 1Y Return | -78.36% | +31.38% | |
| 3Y Return (annualized) | +5.64% | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 105.3% | 13.6% | |
| Max Drawdown | -83.5% | -33.4% | |
| Fund Family | Volatility Shares, LLC | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jun 27, 2023 | Oct 20, 2011 |
BITX vs SCHD Performance
2x Bitcoin Strategy ETF (BITX) is a ETF from Volatility Shares, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BITX returned -78.36% while SCHD returned +31.38%. Year to date, BITX is down 57.33% versus a gain of 24.26% for SCHD.
Over three years, BITX compounded at +5.64% per year against +15.08% for SCHD. Across the full 3-year window we track, SCHD has the edge at +11.39% annualized vs +2.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BITX has been the more volatile fund, with annualized monthly volatility of 105.3% 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 -83.5% for BITX 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 0.05. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BITX charges 2.38% per year while SCHD charges 0.06%. On a $10,000 position that is $238 vs $6 annually, a gap of $232 per year that compounds over a long holding period. On income, BITX currently yields 37.27% against 3.31% for SCHD.
Frequently Asked Questions
Which is cheaper, BITX or SCHD?
BITX has an expense ratio of 2.38% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $232 per year of difference.
Which performed better, BITX or SCHD?
Over the past year BITX returned -78.36% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), BITX annualized +2.10% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BITX or SCHD?
BITX has been the more volatile fund at 105.3% annualized versus 13.6% for SCHD. Worst drawdown: BITX -83.5% vs SCHD -33.4%.
Should I hold both BITX and SCHD?
BITX and SCHD have a monthly-return correlation of 0.05, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, BITX or SCHD?
BITX yields 37.27% while SCHD yields 3.31%, so BITX currently pays the higher dividend yield.
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