BRRR vs SCHD
CoinShares Bitcoin ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | BRRR | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.06% | |
| AUM | $382M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 2 | 104 | |
| YTD Return | -27.81% | +24.26% | |
| 1Y Return | -44.91% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 52.8% | 13.6% | |
| Max Drawdown | -53.3% | -33.4% | |
| Fund Family | Valkyrie Funds | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jan 10, 2024 | Oct 20, 2011 |
BRRR vs SCHD Performance
CoinShares Bitcoin ETF (BRRR) is a ETF from Valkyrie Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BRRR returned -44.91% while SCHD returned +31.38%. Year to date, BRRR is down 27.81% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
BRRR has been the more volatile fund, with annualized monthly volatility of 52.8% 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 -53.3% for BRRR 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 0.08. They move independently enough that combining them can meaningfully diversify a portfolio.
Frequently Asked Questions
Which performed better, BRRR or SCHD?
Over the past year BRRR returned -44.91% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), BRRR annualized +13.27% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BRRR or SCHD?
BRRR has been the more volatile fund at 52.8% annualized versus 13.6% for SCHD. Worst drawdown: BRRR -53.3% vs SCHD -33.4%.
Should I hold both BRRR and SCHD?
BRRR and SCHD have a monthly-return correlation of 0.08, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, BRRR or SCHD?
BRRR yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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