SBIT vs SCHD
ProShares UltraShort Bitcoin ETF vs Schwab US Dividend Equity ETF
Which is better, SBIT or SCHD?
Trading-Inverse Commodities against Large Cap Value.
SCHD has a lower expense ratio. SBIT led over 1Y, SCHD over the full window.
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
| Metric | SBIT | SCHD |
|---|---|---|
| Expense Ratio | 0.97% | 0.06%Best |
| AUM | $158M | $112.1B |
| Dividend Yield | 8.10% | 3.00% |
| Holdings | 6 | 103 |
| YTD Return | -6.02% | +24.23%Best |
| 1Y Return | +36.40%Best | +27.90% |
| 3Y Return (annualized) | - | +15.55% |
| 5Y Return (annualized) | - | +9.97% |
| Volatility (annualized) | 86.3% | 13.0%Best |
| Max Drawdown | -91.3% | -16.1%Best |
| $10,000 over 2.5 years | $1,741 | $13,940Best |
| Fund Family | ProShares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Inverse Commodities | Large Cap Value |
| Inception | Apr 2, 2024 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 2, 2024 to Sep 17, 2026 (2.5 years).
SBIT 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 2.5 years both funds cover.
SBIT vs SCHD Performance
ProShares UltraShort Bitcoin ETF (SBIT) is an ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year SBIT returned +36.40% while SCHD returned +27.90%. Year to date, SBIT is down 6.02% versus a gain of 24.23% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SBIT has been the more volatile fund, with annualized monthly volatility of 86.3% compared with 13.0% 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 -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 0.01. They move largely independently of each other.
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 8.10% against 3.00% for SCHD.
You are not choosing between two funds in isolation.
Whichever of SBIT and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $91 a year on a $10,000 investment.
Which performed better, SBIT or SCHD?
Over the past year SBIT returned +36.40% vs +27.90% for SCHD, so SBIT leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SBIT or SCHD?
SBIT has been the more volatile fund at 86.3% annualized versus 13.0% for SCHD. Worst drawdown: SBIT -91.3% vs SCHD -16.1%.
Should I hold both SBIT and SCHD?
SBIT and SCHD have a monthly-return correlation of 0.01, 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, SBIT or SCHD?
SBIT yields 8.10% while SCHD yields 3.00%, so SBIT currently pays the higher dividend yield.
Is SCHD better than SBIT?
SCHD has a lower expense ratio. SBIT led over 1Y, SCHD over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.