BLKC vs SCHD

BLKC vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricBLKCSCHDWinner
Expense Ratio0.60%0.06%
AUM$4M$108.7B
Dividend Yield21.31%3.13%
Holdings85104
YTD Return-15.28%+26.54%
1Y Return-2.78%+30.90%
3Y Return (annualized)+38.07%+16.29%
5Y Return (annualized)-+9.65%
Volatility (annualized)42.4%13.6%
Max Drawdown-72.8%-33.4%
Fund FamilyInvesco (US)Charles Schwab Asset Management
CategoryAlternativeEquity
InceptionOct 7, 2021Oct 20, 2011

BLKC vs SCHD Performance

Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF (BLKC) is a ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BLKC returned -2.78% while SCHD returned +30.90%. Year to date, BLKC is down 15.28% versus a gain of 26.54% for SCHD.

Over three years, BLKC compounded at +38.07% per year against +16.29% for SCHD. Across the full 4-year window we track, SCHD has the edge at +11.51% annualized vs +2.34%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BLKC has been the more volatile fund, with annualized monthly volatility of 42.4% 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 -72.8% for BLKC 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BLKC charges 0.60% per year while SCHD charges 0.06%. On a $10,000 position that is $60 vs $6 annually, a gap of $54 per year that compounds over a long holding period. On income, BLKC currently yields 21.31% against 3.13% for SCHD.

Frequently Asked Questions

Which is cheaper, BLKC or SCHD?

BLKC has an expense ratio of 0.60% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $54 per year of difference.

Which performed better, BLKC or SCHD?

Over the past year BLKC returned -2.78% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), BLKC annualized +2.34% vs +11.51% for SCHD. Past performance does not guarantee future results.

Which is riskier, BLKC or SCHD?

BLKC has been the more volatile fund at 42.4% annualized versus 13.6% for SCHD. Worst drawdown: BLKC -72.8% vs SCHD -33.4%.

Should I hold both BLKC and SCHD?

BLKC and SCHD have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, BLKC or SCHD?

BLKC yields 21.31% while SCHD yields 3.13%, so BLKC currently pays the higher dividend yield.

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