GQQQ vs SCHD
Astoria US Quality Growth Kings ETF vs Schwab US Dividend Equity ETF
Which is better, GQQQ or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. GQQQ led over the full window, SCHD over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 43.5%.
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 | GQQQ | SCHD |
|---|---|---|
| Expense Ratio | 0.35% | 0.06%Best |
| AUM | $164M | $112.1B |
| Dividend Yield | 0.46% | 3.00% |
| Holdings | 104 | 103 |
| YTD Return | +18.48% | +25.07%Best |
| 1Y Return | +24.01% | +27.61%Best |
| 3Y Return (annualized) | - | +15.74% |
| 5Y Return (annualized) | - | +9.89% |
| Volatility (annualized) | 17.4% | 14.0%Best |
| Max Drawdown | -22.2% | -16.1%Best |
| $10,000 over 1.9 years | $14,252Best | $12,844 |
| Top 10 Weight | 43.5% | 41.8%Best |
| Fund Family | Astoria Portfolio Advisors | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Oct 1, 2024 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 1, 2024 to Sep 11, 2026 (1.9 years).
GQQQ 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 covers the 1.9 years both funds cover.
GQQQ vs SCHD Performance
Astoria US Quality Growth Kings ETF (GQQQ) is an ETF from Astoria Portfolio Advisors and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year GQQQ returned +24.01% while SCHD returned +27.61%. Year to date, GQQQ is up 18.48% versus a gain of 25.07% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GQQQ has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 14.0% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -22.2% for GQQQ and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.19. They move largely independently of each other.
Fees and Cost Over Time
GQQQ charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, GQQQ currently yields 0.46% against 3.00% for SCHD.
Holdings Overlap
4.4% of GQQQ's money is in holdings SCHD also owns. 24.9% of SCHD's money is in holdings GQQQ also owns.
SCHD and GQQQ share little of their money.
7 positions in common, counted across the 103 positions we hold weights for in GQQQ and 100 in SCHD, against full books of 104 and 103.
What only one of them owns
Our book lists 92 positions for SCHD that do not appear in our book for GQQQ (75.0% of the fund), and 93 for GQQQ that do not appear in SCHD (94.4%).
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.
24.9% of SCHD is already inside GQQQ.
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, GQQQ or SCHD?
GQQQ has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, GQQQ or SCHD?
Over the past year GQQQ returned +24.01% vs +27.61% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), GQQQ annualized +20.50% vs +14.08% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GQQQ or SCHD?
GQQQ has been the more volatile fund at 17.4% annualized versus 14.0% for SCHD. Worst drawdown: GQQQ -22.2% vs SCHD -16.1%.
Should I hold both GQQQ and SCHD?
GQQQ and SCHD have a monthly-return correlation of 0.19, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between GQQQ and SCHD?
24.9% of SCHD's money is in holdings GQQQ also owns. 24.9% of SCHD's is in holdings GQQQ also owns. They hold 7 positions in common, counted across the 103 positions we hold weights for in GQQQ and 100 in SCHD.
Which pays a higher dividend, GQQQ or SCHD?
GQQQ yields 0.46% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than GQQQ?
SCHD has a lower expense ratio. GQQQ led over the full window, SCHD over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 43.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.