Compare · 2 funds side by side · dividends reinvested

BITS and SCHD

BITSGlobal X×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

BITS and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.3

Global X - Blockchain & Bitcoin Strategy ETFCrypto · Spot bitcoin0.65%27.60%−17.6%−37.6%+33.7%[…]−42.7%54.7%$22M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BITS 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Blockchain & Bitcoin Strategy ETF · $22M[…]

BITS

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BITSMeasureSCHD

−17.6%Year to dateJan 1 → Nov 5+32.3%

−37.6%1 yearTotal return+38.7%

+33.7%3 years · per year$10,000 became $23,916 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

27.60%Trailing 12-mo yield$2,760 · $298 a year on $10k2.98%

−42.7%Worst dropSmaller is better−6.9%

54.7%VolatilityLower is calmer11.7%

BITSSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5SCHD wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BITS vs SCHD: Top 5 Holdings

Today

BITS

53.1%in top 5

SCHD

in top 521.7%

BITSStockSCHD

28.4%BKCHnot top 5

24.7%CLIPnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

BITS vs SCHD Returns, Every Period

Global XBITS

−37.6%

past year

SCHDSchwab

+38.7%

past year

BITSSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Crypto vs Income: BITS vs SCHD

YTD

Global XBITS

−17.6%

SCHDSchwab

+32.3%

−17.6%Year to date+32.3%

−42.7%Worst drop · 1Y−6.9%

54.7%Volatility · 1Y11.7%

27.6%Yield3.0%

$21.7MAssets$120B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BITS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BITS0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BITS, SCHD

27.60%highest, BITS

FundTrailing yieldYield$10k

BITS27.60%$2,760

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,695most kept, BITS

BITS$2,760 − $65 = $2,695

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BITS, SCHD

Today

0.0%most shared, BITS and SCHD

BITSSCHD

BITS—0.0%

SCHD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

BITSWorst drop−42.7%54.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BITSSCHD

−17.6%Year to date+32.3%

27.6%Yield3.0%

−37.6%Past year+38.7%

0.65%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026