Key Differences
| Feature | SCHD | IBIT |
|---|---|---|
| Expense Ratio | 0.06% | 0.25% |
| Dividend Yield | 3.4% | N/A |
| Holdings | 100+ | 1 |
| Index Tracked | Dow Jones U.S. Dividend 100 Index | Spot Bitcoin Exposure |
| Inception Date | 2011-10-20 | 2024-01-11 |
SCHD vs IBIT: Which Is Better?
SCHD and IBIT are both widely used by ETF investors, but they serve different portfolio roles depending on diversification goals, sector exposure, and long-term strategy.
SCHD is designed for investors seeking high-yield US stocks with strong financials exposure and tracks Dow Jones U.S. Dividend 100 Index. It is commonly used in portfolios focused on us large cap value allocations.
IBIT is designed for investors seeking spot bitcoin exposure and tracks Spot Bitcoin Exposure. It is commonly used in portfolios focused on crypto allocations.
Portfolio Overlap
Understanding how much SCHD and IBIT overlap in their underlying holdings is key to evaluating whether combining them adds diversification or creates redundancy in your portfolio.
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