ETHE vs SCHD
Grayscale Ethereum Staking 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 | ETHE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 2.50% | 0.06% | |
| AUM | $1.5B | $103.7B | |
| Dividend Yield | 1.50% | 3.31% | |
| Holdings | 1 | 104 | |
| YTD Return | -39.10% | +24.26% | |
| 1Y Return | -51.28% | +31.38% | |
| 3Y Return (annualized) | +14.64% | +15.08% | |
| 5Y Return (annualized) | -10.37% | +9.72% | |
| Volatility (annualized) | 112.7% | 13.6% | |
| Max Drawdown | -96.3% | -33.4% | |
| Fund Family | Grayscale | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Dec 14, 2017 | Oct 20, 2011 |
ETHE vs SCHD Performance
Grayscale Ethereum Staking ETF (ETHE) is a ETF from Grayscale and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year ETHE returned -51.28% while SCHD returned +31.38%. Year to date, ETHE is down 39.10% versus a gain of 24.26% for SCHD.
Over three years, ETHE compounded at +14.64% per year against +15.08% for SCHD; over five years the annualized figures are -10.37% and +9.72% respectively. Across the full 7-year window we track, SCHD has the edge at +11.39% annualized vs -8.63%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ETHE has been the more volatile fund, with annualized monthly volatility of 112.7% 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 -96.3% for ETHE 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 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ETHE charges 2.50% per year while SCHD charges 0.06%. On a $10,000 position that is $250 vs $6 annually, a gap of $244 per year that compounds over a long holding period. On income, ETHE currently yields 1.50% against 3.31% for SCHD.
Frequently Asked Questions
Which is cheaper, ETHE or SCHD?
ETHE has an expense ratio of 2.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $244 per year of difference.
Which performed better, ETHE or SCHD?
Over the past year ETHE returned -51.28% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), ETHE annualized -8.63% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, ETHE or SCHD?
ETHE has been the more volatile fund at 112.7% annualized versus 13.6% for SCHD. Worst drawdown: ETHE -96.3% vs SCHD -33.4%.
Should I hold both ETHE and SCHD?
ETHE and SCHD have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, ETHE or SCHD?
ETHE yields 1.50% while SCHD yields 3.31%, so SCHD 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.