ETHW vs SCHD

Quick Verdict

SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: TiedHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricETHWSCHDWinner
Expense Ratio-0.06%
AUM$207M$103.7B
Dividend Yield0.00%3.31%
Holdings1104
YTD Return-38.59%+24.26%
1Y Return-50.58%+31.38%
3Y Return (annualized)-+15.08%
5Y Return (annualized)-+9.72%
Volatility (annualized)74.0%13.6%
Max Drawdown-67.9%-33.4%
Fund FamilyBitwiseCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionJul 22, 2024Oct 20, 2011

ETHW vs SCHD Performance

Bitwise Ethereum ETF (ETHW) is a ETF from Bitwise and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year ETHW returned -50.58% while SCHD returned +31.38%. Year to date, ETHW is down 38.59% versus a gain of 24.26% for SCHD.

Risk: Volatility and Drawdowns

ETHW has been the more volatile fund, with annualized monthly volatility of 74.0% 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 -67.9% for ETHW 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 0.06. They move independently enough that combining them can meaningfully diversify a portfolio.

Frequently Asked Questions

Which performed better, ETHW or SCHD?

Over the past year ETHW returned -50.58% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), ETHW annualized -25.26% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, ETHW or SCHD?

ETHW has been the more volatile fund at 74.0% annualized versus 13.6% for SCHD. Worst drawdown: ETHW -67.9% vs SCHD -33.4%.

Should I hold both ETHW and SCHD?

ETHW and SCHD have a monthly-return correlation of 0.06, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, ETHW or SCHD?

ETHW yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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