SBIT vs SCHD
SBIT vs SCHD
ProShares UltraShort Bitcoin ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SBIT delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SBIT | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.97% | 0.06% | |
| AUM | $156M | $103.7B | |
| Dividend Yield | 2.87% | 3.31% | |
| Holdings | 6 | 104 | |
| YTD Return | +36.60% | +24.26% | |
| 1Y Return | +100.42% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 84.4% | 13.6% | |
| Max Drawdown | -91.3% | -33.4% | |
| Fund Family | ProShares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Apr 2, 2024 | Oct 20, 2011 |
SBIT vs SCHD Performance
ProShares UltraShort Bitcoin ETF (SBIT) is a ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year SBIT returned +100.42% while SCHD returned +31.38%. Year to date, SBIT is up 36.60% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
SBIT has been the more volatile fund, with annualized monthly volatility of 84.4% 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 -91.3% for SBIT 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 0.07. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SBIT charges 0.97% per year while SCHD charges 0.06%. On a $10,000 position that is $97 vs $6 annually, a gap of $91 per year that compounds over a long holding period. On income, SBIT currently yields 2.87% against 3.31% for SCHD.
Frequently Asked Questions
Which is cheaper, SBIT or SCHD?
SBIT has an expense ratio of 0.97% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
Which performed better, SBIT or SCHD?
Over the past year SBIT returned +100.42% vs +31.38% for SCHD, so SBIT leads on 1-year performance. Over the longest common window we track (2 years), SBIT annualized -43.63% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, SBIT or SCHD?
SBIT has been the more volatile fund at 84.4% annualized versus 13.6% for SCHD. Worst drawdown: SBIT -91.3% vs SCHD -33.4%.
Should I hold both SBIT and SCHD?
SBIT and SCHD have a monthly-return correlation of 0.07, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, SBIT or SCHD?
SBIT yields 2.87% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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