BTRN vs SCHD
Global X Bitcoin Trend Strategy 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 | BTRN | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.06% | |
| AUM | $1M | $103.7B | |
| Dividend Yield | 31.41% | 3.31% | |
| Holdings | 5 | 104 | |
| YTD Return | -9.97% | +24.26% | |
| 1Y Return | -23.28% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 33.3% | 13.6% | |
| Max Drawdown | -37.0% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Mar 20, 2024 | Oct 20, 2011 |
BTRN vs SCHD Performance
Global X Bitcoin Trend Strategy ETF (BTRN) is a ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BTRN returned -23.28% while SCHD returned +31.38%. Year to date, BTRN is down 9.97% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
BTRN has been the more volatile fund, with annualized monthly volatility of 33.3% 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 -37.0% for BTRN 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 0.20. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BTRN 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, BTRN currently yields 31.41% against 3.31% for SCHD.
Holdings Overlap
BTRN 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, BTRN or SCHD?
BTRN has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $89 per year of difference.
Which performed better, BTRN or SCHD?
Over the past year BTRN returned -23.28% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), BTRN annualized -0.26% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BTRN or SCHD?
BTRN has been the more volatile fund at 33.3% annualized versus 13.6% for SCHD. Worst drawdown: BTRN -37.0% vs SCHD -33.4%.
Should I hold both BTRN and SCHD?
BTRN and SCHD have a monthly-return correlation of 0.20, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BTRN and SCHD?
BTRN and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, BTRN or SCHD?
BTRN yields 31.41% while SCHD yields 3.31%, so BTRN currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.