BTFX vs SCHD
CoinShares Bitcoin Leverage ETF vs Schwab US Dividend Equity ETF
Which is better, BTFX or SCHD?
Each has led over a different period.
SCHD has a lower expense ratio. BTFX led over the full window, SCHD over 1Y.
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 | BTFX | SCHD |
|---|---|---|
| Expense Ratio | 1.86% | 0.06%Best |
| AUM | $7M | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 3 | 103 |
| Volatility (annualized) | 92.3% | 12.4%Best |
| Max Drawdown | -62.3% | -16.1%Best |
| $10,000 over 1.8 years | $12,949Best | $11,526 |
| Fund Family | Valkyrie Funds | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | - | Large Cap Value |
| Inception | Feb 21, 2024 | Oct 20, 2011 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 277 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BTFX has data through Dec 15, 2025 and SCHD through Sep 18, 2026.
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Feb 22, 2024 to Dec 15, 2025 (1.8 years).
Risk: Volatility and Drawdowns
BTFX has been the more volatile fund, with annualized monthly volatility of 92.3% compared with 12.4% 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 -62.3% for BTFX 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 0.17. They move largely independently of each other.
Fees and Cost Over Time
BTFX charges 1.86% per year while SCHD charges 0.06%. On a $10,000 position that is $186 vs $6 annually, a gap of $180 per year that compounds over a long holding period. On income, BTFX currently yields 0.00% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in BTFX and 100 in SCHD, totalling 49.2% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 335 days apart, BTFX as of Sep 30, 2025 and SCHD as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 1 positions we hold weights for in BTFX and 100 in SCHD, against full books of 3 and 103.
You are not choosing between two funds in isolation.
Whichever of BTFX 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, BTFX or SCHD?
BTFX has an expense ratio of 1.86% while SCHD charges 0.06%. SCHD is the cheaper option, by $180 a year on a $10,000 investment.
Which is riskier, BTFX or SCHD?
BTFX has been the more volatile fund at 92.3% annualized versus 12.4% for SCHD. Worst drawdown: BTFX -62.3% vs SCHD -16.1%.
Should I hold both BTFX and SCHD?
BTFX and SCHD have a monthly-return correlation of 0.17, 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, BTFX or SCHD?
BTFX yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BTFX?
SCHD has a lower expense ratio. BTFX led over the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.