BOTT vs SCHD
Themes Humanoid Robotics ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. BOTT delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | BOTT | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.06% | |
| AUM | $56M | $103.7B | |
| Dividend Yield | 0.12% | 3.31% | |
| Holdings | 41 | 104 | |
| YTD Return | +2.34% | +24.26% | |
| 1Y Return | +39.21% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 35.9% | 13.6% | |
| Max Drawdown | -38.5% | -33.4% | |
| Fund Family | Themes ETFs | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 22, 2024 | Oct 20, 2011 |
BOTT vs SCHD Performance
Themes Humanoid Robotics ETF (BOTT) is a ETF from Themes ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BOTT returned +39.21% while SCHD returned +31.38%. Year to date, BOTT is up 2.34% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
BOTT has been the more volatile fund, with annualized monthly volatility of 35.9% 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 -38.5% for BOTT 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BOTT charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, BOTT currently yields 0.12% against 3.31% for SCHD.
Holdings Overlap
BOTT and SCHD share 0 holdings out of 131 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, BOTT or SCHD?
BOTT has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, BOTT or SCHD?
Over the past year BOTT returned +39.21% vs +31.38% for SCHD, so BOTT leads on 1-year performance. Over the longest common window we track (2 years), BOTT annualized +30.97% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BOTT or SCHD?
BOTT has been the more volatile fund at 35.9% annualized versus 13.6% for SCHD. Worst drawdown: BOTT -38.5% vs SCHD -33.4%.
Should I hold both BOTT and SCHD?
BOTT and SCHD have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BOTT and SCHD?
BOTT and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 131 unique securities.
Which pays a higher dividend, BOTT or SCHD?
BOTT yields 0.12% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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