GQQQ vs SCHD
Astoria US Quality Growth Kings ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns.
Side-by-Side Comparison
| Metric | GQQQ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.06% | |
| AUM | $164M | $108.7B | |
| Dividend Yield | 0.47% | 3.13% | |
| Holdings | 104 | 104 | |
| YTD Return | +18.59% | +28.70% | |
| 1Y Return | +29.49% | +32.27% | |
| 3Y Return (annualized) | - | +17.27% | |
| 5Y Return (annualized) | - | +10.23% | |
| Volatility (annualized) | 17.7% | 13.7% | |
| Max Drawdown | -22.2% | -33.4% | |
| Fund Family | Astoria Portfolio Advisors | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 1, 2024 | Oct 20, 2011 |
GQQQ vs SCHD Performance
Astoria US Quality Growth Kings ETF (GQQQ) is a ETF from Astoria Portfolio Advisors and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year GQQQ returned +29.49% while SCHD returned +32.27%. Year to date, GQQQ is up 18.59% versus a gain of 28.70% for SCHD.
Risk: Volatility and Drawdowns
GQQQ has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 13.7% 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 -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.18. They move independently enough that combining them can meaningfully diversify a portfolio.
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 0.47% against 3.13% for SCHD.
Holdings Overlap
GQQQ and SCHD share 7 holdings out of 196 unique holdings combined, representing a 4.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $29 per year of difference.
Which performed better, GQQQ or SCHD?
Over the past year GQQQ returned +29.49% vs +32.27% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), GQQQ annualized +21.25% vs +11.63% for SCHD. Past performance does not guarantee future results.
Which is riskier, GQQQ or SCHD?
GQQQ has been the more volatile fund at 17.7% annualized versus 13.7% for SCHD. Worst drawdown: GQQQ -22.2% vs SCHD -33.4%.
Should I hold both GQQQ and SCHD?
GQQQ and SCHD have a monthly-return correlation of 0.18, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GQQQ and SCHD?
GQQQ and SCHD share 7 common holdings with a 4.5% weight overlap. Combined, they hold 196 unique securities.
Which pays a higher dividend, GQQQ or SCHD?
GQQQ yields 0.47% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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