BTC vs SCHD
Grayscale Bitcoin Mini Trust (BTC) vs Schwab U.S. Dividend Equity ETF
Buy BTC if…
Buy SCHD if…
- •You want lower costs (0.06% vs 0.45%)
- •You prefer higher liquidity and trading volume
- •You want higher dividend income (+3.79%)
- •You prioritize historical performance
BTC
SCHD
Type
ETF
ETF
Issuer
Grayscale
Schwab ETFs
Holdings
10
97
Index
—
Dow Jones U.S. Large-Cap Growth
AUM
$4B
$71B
Inception
2024
2011
Key Metrics
Expense Ratio
0.45%
0.06%
Dividend Yield
0.00%
+3.79%
Daily Liquidity
2.53M
17.65M
Risk (β)
1.00
0.79
Cost Calculator
$
%
BTC Fees
$0
SCHD Fees
$0
Annualized Returns
YTD
-6.60%
+3.40%
1 Year
-5.06%
-3.04%
3 Years
+11.67%
+5.13%
5 Years
+6.85%
+8.91%
10 Years
+3.37%
+11.30%
Top 10 Holdings
Federal Home Loan Banks 3.25%
3.54%
Merck & Company Inc
4.97%
ClearShares Ultra-Short Maturity ETF
3.12%
Amgen Inc
4.86%
Federal Home Loan Mortgage Corporation 0.12%
3.10%
Cisco Systems Inc
4.50%
United States Treasury Notes 0.12%
3.10%
AbbVie Inc
4.30%
Federal Home Loan Mortgage Corporation 0.38%
3.07%
The Coca-Cola Company
4.23%
United States Treasury Notes 0.25%
3.05%
Bristol-Myers Squibb Company
4.03%
Federal National Mortgage Association 0.75%
2.43%
PepsiCo Inc
3.98%
J.M. Smucker Company 3.5%
2.21%
Chevron Corp
3.78%
SALT LAKE CITY UTAH REDEV AGY TAX INCREMENT REV 5.11%
2.07%
Lockheed Martin Corporation
3.75%
Pfizer Inc. 2.75%
1.98%
Verizon Communications Inc
3.74%
Related Comparisons
BTC
While an investment in the shares is not a direct investment in Bitcoin, the shares are designed to provide investors with a cost-effective and convenient way to gain investment exposure to Bitcoin.
SCHD
To pursue its goal, the fund generally invests in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The fund will invest at least 90% of its net assets in these stocks.
Sector Breakdown
BTC
SCHD