AQEC vs SCHD
AQE Core ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | AQEC | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.06% | |
| AUM | $605M | $103.7B | |
| Dividend Yield | 0.97% | 3.31% | |
| Holdings | 67 | 104 | |
| YTD Return | +0.88% | +25.58% | |
| 1Y Return | - | +31.06% | |
| 3Y Return (annualized) | - | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -12.8% | -33.4% | |
| Fund Family | Arlington Partners, LLC | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Nov 18, 2025 | Oct 20, 2011 |
AQEC vs SCHD Performance
AQE Core ETF (AQEC) is a ETF from Arlington Partners, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, AQEC is up 0.88% versus a gain of 25.58% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -12.8% for AQEC and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
AQEC charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, AQEC currently yields 0.97% against 3.31% for SCHD.
Holdings Overlap
AQEC and SCHD share 8 holdings out of 158 unique holdings combined, representing a 12.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AQEC or SCHD?
AQEC has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
What is the holdings overlap between AQEC and SCHD?
AQEC and SCHD share 8 common holdings with a 12.5% weight overlap. Combined, they hold 158 unique securities.
Which pays a higher dividend, AQEC or SCHD?
AQEC yields 0.97% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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