AQLG vs SCHD
HCM Large Cap Growth ETF vs Schwab US Dividend Equity ETF
Which is better, AQLG or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. AQLG is less concentrated, with 35.6% of the fund in its ten largest positions against 41.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AQLG | SCHD |
|---|---|---|
| Expense Ratio | 0.65% | 0.06%Best |
| AUM | $78M | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 132 | 103 |
| YTD Return | +5.05% | +24.96%Best |
| 1Y Return | - | +28.75% |
| 3Y Return (annualized) | - | +15.71% |
| 5Y Return (annualized) | - | +9.86% |
| Top 10 Weight | 35.6%Best | 41.8% |
| Fund Family | Highland Capital Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Jun 8, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
AQLG vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AQLG vs SCHD Performance
HCM Large Cap Growth ETF (AQLG) is an ETF from Highland Capital Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, AQLG is up 5.05% versus a gain of 24.96% for SCHD.
Past performance does not guarantee future results.
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 3.00% for SCHD.
Holdings Overlap
3.0% of AQLG's money is in holdings SCHD also owns. 29.9% of SCHD's money is in holdings AQLG also owns.
SCHD and AQLG share little of their money.
9 positions in common, counted across the 129 positions we hold weights for in AQLG and 100 in SCHD, against full books of 132 and 103.
What only one of them owns
Our book lists 90 positions for SCHD that do not appear in our book for AQLG (70.1% of the fund), and 113 for AQLG that do not appear in SCHD (94.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in AQLG | Weight in SCHD | Difference |
|---|---|---|---|
| MRKMerck & Co. Inc. | 0.50% | 4.77% | 4.27% |
| ABTAbbott Laboratories | 0.30% | 4.69% | 4.39% |
| BMYBristol-Myers Squibb Co. | 1.15% | 3.33% | 2.18% |
| COPConocophillips Co | 0.22% | 3.94% | 3.72% |
| HDHome Depot Inc/The | 0.01% | 3.88% | 3.87% |
| PEPPepsico Inc. | 0.04% | 3.64% | 3.60% |
| TXNTexas Instruments, Inc | 0.04% | 3.13% | 3.09% |
| OKEOneok Inc. | 0.69% | 1.47% | 0.78% |
| PAYXPaychex, Inc. | 0.01% | 1.00% | 0.99% |
29.9% of SCHD is already inside AQLG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $59 a year on a $10,000 investment.
What is the holdings overlap between AQLG and SCHD?
29.9% of SCHD's money is in holdings AQLG also owns. 29.9% of SCHD's is in holdings AQLG also owns. They hold 9 positions in common, counted across the 129 positions we hold weights for in AQLG and 100 in SCHD.
Which pays a higher dividend, AQLG or SCHD?
AQLG yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than AQLG?
SCHD has a lower expense ratio. AQLG is less concentrated, with 35.6% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.