ETHU vs SCHD

ETHU vs SCHD

Which is better, ETHU or SCHD?

Multi Alternative against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

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

MetricETHUSCHD
Expense Ratio2.97%0.06%Best
AUM$1.1B$112.1B
Dividend Yield2.23%3.00%
Holdings3103
YTD Return-50.86%+23.46%Best
1Y Return-81.53%+27.20%Best
3Y Return (annualized)-+15.41%
5Y Return (annualized)-+10.16%
Volatility (annualized)155.3%13.5%Best
Max Drawdown-96.5%-16.1%Best
$10,000 over 2.3 years$969$14,074Best
Fund FamilyVolatility Shares, LLCCharles Schwab Asset Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionJun 4, 2024Oct 20, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jun 4, 2024 to Sep 18, 2026 (2.3 years).

ETHU 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 2.3 years both funds cover.

ETHU vs SCHD Performance

2x Ether ETF (ETHU) is an ETF from Volatility Shares, LLC and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year ETHU returned -81.53% while SCHD returned +27.20%. Year to date, ETHU is down 50.86% versus a gain of 23.46% for SCHD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ETHU has been the more volatile fund, with annualized monthly volatility of 155.3% compared with 13.5% 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 -96.5% for ETHU 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 0.10. They move largely independently of each other.

Fees and Cost Over Time

ETHU charges 2.97% per year while SCHD charges 0.06%. On a $10,000 position that is $297 vs $6 annually, a gap of $291 per year that compounds over a long holding period. On income, ETHU currently yields 2.23% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

Whichever of ETHU and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ETHUSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ETHU or SCHD?

ETHU has an expense ratio of 2.97% while SCHD charges 0.06%. SCHD is the cheaper option, by $291 a year on a $10,000 investment.

Which performed better, ETHU or SCHD?

Over the past year ETHU returned -81.53% vs +27.20% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), ETHU annualized -63.76% vs +16.02% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ETHU or SCHD?

ETHU has been the more volatile fund at 155.3% annualized versus 13.5% for SCHD. Worst drawdown: ETHU -96.5% vs SCHD -16.1%.

Should I hold both ETHU and SCHD?

ETHU and SCHD have a monthly-return correlation of 0.10, 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, ETHU or SCHD?

ETHU yields 2.23% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than ETHU?

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.