BTCL vs SCHD
T-Rex 2X Long Bitcoin Daily Target ETF vs Schwab US Dividend Equity ETF
Which is better, BTCL or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BTCL | SCHD |
|---|---|---|
| Expense Ratio | 0.95% | 0.06%Best |
| AUM | $35M | $112.2B |
| Dividend Yield | 4.11% | 3.13% |
| Holdings | 4 | 103 |
| YTD Return | -35.78% | +28.59%Best |
| 1Y Return | -64.60% | +31.77%Best |
| 3Y Return (annualized) | - | +16.70% |
| 5Y Return (annualized) | - | +10.09% |
| Volatility (annualized) | 97.4% | 12.9%Best |
| Max Drawdown | -84.3% | -16.1%Best |
| $10,000 over 2.1 years | $8,313 | $14,415Best |
| Fund Family | REX Shares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Jul 10, 2024 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Jul 10, 2024 to Sep 3, 2026 (2.1 years).
BTCL vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.1 years both funds cover.
BTCL vs SCHD Performance
T-Rex 2X Long Bitcoin Daily Target ETF (BTCL) is an ETF from REX Shares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BTCL returned -64.60% while SCHD returned +31.77%. Year to date, BTCL is down 35.78% versus a gain of 28.59% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BTCL has been the more volatile fund, with annualized monthly volatility of 97.4% compared with 12.9% 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 -84.3% for BTCL and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.01. They move largely independently of each other.
Fees and Cost Over Time
BTCL charges 0.95% per year while SCHD charges 0.06%. On a $10,000 position that is $95 vs $6 annually, a gap of $89 per year that compounds over a long holding period. On income, BTCL currently yields 4.11% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in BTCL and 100 in SCHD, totalling 10.1% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in BTCL and 100 in SCHD, against full books of 4 and 103.
You are not choosing between two funds in isolation.
Whichever of BTCL and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BTCL or SCHD?
BTCL has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option, by $89 a year on a $10,000 investment.
Which performed better, BTCL or SCHD?
Over the past year BTCL returned -64.60% vs +31.77% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), BTCL annualized -8.42% vs +19.02% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BTCL or SCHD?
BTCL has been the more volatile fund at 97.4% annualized versus 12.9% for SCHD. Worst drawdown: BTCL -84.3% vs SCHD -16.1%.
Should I hold both BTCL and SCHD?
BTCL and SCHD have a monthly-return correlation of 0.01, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BTCL or SCHD?
BTCL yields 4.11% while SCHD yields 3.13%, so BTCL currently pays the higher dividend yield.
Is SCHD better than BTCL?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.