SCHD vs XBCI

SCHD vs XBCI

Which is better, SCHD or XBCI?

Large Cap Value against Multi Alternative.

SCHD has a lower expense ratio.

Lower Fees: 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

MetricSCHDXBCI
Expense Ratio0.06%Best0.98%
AUM$112.1B$160M
Dividend Yield3.00%23.75%
Holdings1037
YTD Return+25.07%Best-6.12%
1Y Return+27.61%-
3Y Return (annualized)+15.74%-
5Y Return (annualized)+9.89%-
Fund FamilyCharles Schwab Asset ManagementNEOS
CategoryEquityAlternative
StyleLarge Cap ValueMulti Alternative
InceptionOct 20, 2011Feb 2, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SCHD vs XBCI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SCHD vs XBCI Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and NEOS Boosted Bitcoin High Income ETF (XBCI) is an ETF from NEOS. Year to date, SCHD is up 25.07% versus a loss of 6.12% for XBCI.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while XBCI charges 0.98%. On a $10,000 position that is $6 vs $98 annually, a gap of $92 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 23.75% for XBCI.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 1 in XBCI, totalling 100.0% and 24.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 100 positions we hold weights for in SCHD and 1 in XBCI, against full books of 103 and 7.

You are not choosing between two funds in isolation.

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

SCHDXBCI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or XBCI?

SCHD has an expense ratio of 0.06% while XBCI charges 0.98%. SCHD is the cheaper option, by $92 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or XBCI?

SCHD yields 3.00% while XBCI yields 23.75%, so XBCI currently pays the higher dividend yield.

Is XBCI better than SCHD?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.