Compare · 2 funds side by side · dividends reinvested

SCHD and BTC

SCHDSchwab×BTCGrayscale×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

SCHD and BTC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.0

Grayscale Bitcoin Mini Trust ETFCrypto · Spot bitcoin0.15%0.00%−13.5%−27.1%[…][…]−44.7%44.5%$4.7B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · BTC 2024

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

BTC

Grayscale Bitcoin Mini Trust ETF · $4.7B[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureBTC

+31.4%Year to dateJan 1 → Nov 6−13.5%

+37.0%1 yearTotal return−27.1%

+20.0%3 years · per year$10,000 became $17,266 · […][…]

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $15 a year on $10k · lower is better0.15%

3.00%Trailing 12-mo yield$300 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better−44.7%

11.7%VolatilityLower is calmer44.5%

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

6–0SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs BTC: Top 5 Holdings

Today

SCHD

21.4%in top 5

BTC

in top 5[…]

SCHDStockBTC

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

SCHD vs BTC Returns, Every Period

SchwabSCHD

+37.0%

past year

BTCGrayscale

−27.1%

past year

SCHDBTCFaded: behind in that period

2–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Crypto: SCHD vs BTC

YTD

SchwabSCHD

+31.4%

BTCGrayscale

−13.5%

+31.4%Year to date−13.5%

−6.9%Worst drop · 1Y−44.7%

11.7%Volatility · 1Y44.5%

3.0%Yield0.0%

$120BAssets$4.7B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, BTC

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BTC0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHD, BTC

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

BTC0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

BTC$0 − $15 = −$15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHD, BTC

Today

[…]holdings […]

SCHDBTC

SCHD—[…]

BTC[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

BTCWorst drop−44.7%44.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDBTC

+31.4%Year to date−13.5%

3.0%Yield0.0%

+37.0%Past year−27.1%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026