FQAL vs SCHQ

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Quick Verdict

SCHQ has a lower expense ratio. FQAL delivered stronger 1-year returns. FQAL offers more diversification with 124 holdings.

Side-by-Side Comparison

MetricFQALSCHQ
Fund FamilyFidelity Investments (US)Charles Schwab Asset Management
Expense Ratio0.15%0.03%
AUM$1.2B$923M
Dividend Yield1.10%4.43%
Holdings Count13097
Inception Date2016-09-122019-10-10
Investment StyleLarge Cap BlendLong Term Government Bond
1-Month Return+1.52%-0.06%
YTD Return+1.40%+0.09%
1-Year Return+15.18%+4.22%
3-Year Return+19.11%-1.99%
5-Year Return+14.01%-6.92%
10-Year Return--
Buy Score7461
Momentum Score4925
Value Score7473

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
134
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FQAL or SCHQ?

FQAL has an expense ratio of 0.15% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.

Do FQAL and SCHQ hold the same stocks?

FQAL and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 134 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FQAL or SCHQ?

Over the past year, FQAL returned +15.18% while SCHQ returned +4.22%. FQAL outperformed over this period. Past performance does not guarantee future results.