BTFX vs SCHD
CoinShares Bitcoin Leverage ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | BTFX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.86% | 0.06% | |
| AUM | $7M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 3 | 104 | |
| YTD Return | -40.83% | +25.33% | |
| 1Y Return | -51.50% | +32.31% | |
| 3Y Return (annualized) | - | +15.40% | |
| 5Y Return (annualized) | - | +9.70% | |
| Volatility (annualized) | 92.3% | 13.6% | |
| Max Drawdown | -62.3% | -33.4% | |
| Fund Family | Valkyrie Funds | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Feb 21, 2024 | Oct 20, 2011 |
BTFX vs SCHD Performance
CoinShares Bitcoin Leverage ETF (BTFX) 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 BTFX returned -51.50% while SCHD returned +32.31%. Year to date, BTFX is down 40.83% versus a gain of 25.33% for SCHD.
Risk: Volatility and Drawdowns
BTFX has been the more volatile fund, with annualized monthly volatility of 92.3% 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 -62.3% for BTFX 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 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.
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 3.31% for SCHD.
Holdings Overlap
BTFX and SCHD share 0 holdings out of 101 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, BTFX or SCHD?
BTFX has an expense ratio of 1.86% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $180 per year of difference.
Which performed better, BTFX or SCHD?
Over the past year BTFX returned -51.50% vs +32.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), BTFX annualized +15.44% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, BTFX or SCHD?
BTFX has been the more volatile fund at 92.3% annualized versus 13.6% for SCHD. Worst drawdown: BTFX -62.3% vs SCHD -33.4%.
Should I hold both BTFX and SCHD?
BTFX and SCHD have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BTFX and SCHD?
BTFX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, BTFX or SCHD?
BTFX yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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