IBIT vs SCHD
iShares Bitcoin Trust vs Schwab U.S. Dividend Equity ETF
Buy IBIT if…
- •You prioritize historical performance
Buy SCHD if…
- •You want lower costs (0.06% vs 0.12%)
- •You want higher dividend income (+3.79%)
- •You want stronger recent performance
- •You value a longer track record
IBIT
SCHD
Type
ETF
ETF
Issuer
BlackRock
Schwab ETFs
Holdings
1
97
Index
—
Dow Jones U.S. Large-Cap Growth
AUM
$66B
$71B
Inception
2024
2011
Key Metrics
Expense Ratio
0.12%
0.06%
Dividend Yield
0.00%
+3.79%
Daily Liquidity
70.60M
17.65M
Risk (β)
1.00
0.79
Cost Calculator
$
%
IBIT Fees
$0
SCHD Fees
$0
Annualized Returns
YTD
-6.68%
+3.40%
1 Year
-5.16%
-3.04%
3 Years
+24.73%
+5.13%
5 Years
+14.18%
+8.91%
10 Years
+6.85%
+11.30%
Top 10 Holdings
Grayscale Bitcoin Mini Trust (BTC)
100.00%
Merck & Company Inc
4.97%
-
Amgen Inc
4.86%
-
Cisco Systems Inc
4.50%
-
AbbVie Inc
4.30%
-
The Coca-Cola Company
4.23%
-
Bristol-Myers Squibb Company
4.03%
-
PepsiCo Inc
3.98%
-
Chevron Corp
3.78%
-
Lockheed Martin Corporation
3.75%
-
Verizon Communications Inc
3.74%
Related Comparisons
IBIT
The shares are intended to constitute a simple means of making an investment similar to an investment in bitcoin rather than by acquiring, holding and trading bitcoin directly on a peer-to-peer or other basis or via a digital asset exchange. The fund is non-diversified.
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
IBIT
SCHD