AQLG vs SCHD
HCM Large Cap Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. AQLG offers more diversification with 129 holdings.
Side-by-Side Comparison
| Metric | AQLG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.06% | |
| AUM | $79M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 129 | 104 | |
| YTD Return | +6.79% | +26.50% | |
| 1Y Return | - | +31.25% | |
| 3Y Return (annualized) | - | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -2.0% | -33.4% | |
| Fund Family | Highland Capital Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 8, 2026 | Oct 20, 2011 |
AQLG vs SCHD Performance
HCM Large Cap Growth ETF (AQLG) is a ETF from Highland Capital Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, AQLG is up 6.79% versus a gain of 26.50% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.0% for AQLG 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
AQLG charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, AQLG currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
AQLG and SCHD share 9 holdings out of 220 unique holdings combined, representing a 2.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AQLG or SCHD?
AQLG has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
What is the holdings overlap between AQLG and SCHD?
AQLG and SCHD share 9 common holdings with a 2.9% weight overlap. Combined, they hold 220 unique securities.
Which pays a higher dividend, AQLG or SCHD?
AQLG yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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