SCHD vs XBTY

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDXBTYWinner
Expense Ratio0.06%1.15%
AUM$103.7B$12M
Dividend Yield3.31%229.13%
Holdings1047
YTD Return+25.33%-24.01%
1Y Return+32.31%-46.70%
3Y Return (annualized)+15.40%-
5Y Return (annualized)+9.70%-
Volatility (annualized)13.6%30.7%
Max Drawdown-33.4%-49.0%
Fund FamilyCharles Schwab Asset ManagementGraniteShares
CategoryEquityAlternative
InceptionOct 20, 2011May 12, 2025

SCHD vs XBTY Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and GraniteShares YieldBOOST Bitcoin ETF (XBTY) is a ETF from GraniteShares. Over the past year SCHD returned +32.31% while XBTY returned -46.70%. Year to date, SCHD is up 25.33% versus a loss of 24.01% for XBTY.

Risk: Volatility and Drawdowns

XBTY has been the more volatile fund, with annualized monthly volatility of 30.7% 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 -33.4% for SCHD and -49.0% for XBTY. 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 -0.08. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while XBTY charges 1.15%. On a $10,000 position that is $6 vs $115 annually, a gap of $109 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 229.13% for XBTY.

Frequently Asked Questions

Which is cheaper, SCHD or XBTY?

SCHD has an expense ratio of 0.06% while XBTY charges 1.15%. SCHD is the cheaper option. On a $10,000 investment, that is $109 per year of difference.

Which performed better, SCHD or XBTY?

Over the past year SCHD returned +32.31% vs -46.70% for XBTY, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +11.45% vs -26.75% for XBTY. Past performance does not guarantee future results.

Which is riskier, SCHD or XBTY?

XBTY has been the more volatile fund at 30.7% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs XBTY -49.0%.

Should I hold both SCHD and XBTY?

SCHD and XBTY have a monthly-return correlation of -0.08, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SCHD or XBTY?

SCHD yields 3.31% while XBTY yields 229.13%, so XBTY currently pays the higher dividend yield.

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