HQDG vs SCHD
Raub Brock Dividend Growth ETF vs Schwab US Dividend Equity ETF
Which is better, HQDG or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 47.0%.
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 | HQDG | SCHD |
|---|---|---|
| Expense Ratio | 0.50% | 0.06%Best |
| AUM | $76M | $111.6B |
| Dividend Yield | 0.00% | 3.24% |
| Holdings | 23 | 206 |
| YTD Return | +1.26% | +32.20%Best |
| 1Y Return | - | +38.81% |
| 3Y Return (annualized) | - | +20.74% |
| 5Y Return (annualized) | - | +10.57% |
| Top 10 Weight | 47.0% | 41.6%Best |
| Fund Family | Raub Brock Capital Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Sep 3, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
HQDG 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.
HQDG vs SCHD Performance
Raub Brock Dividend Growth ETF (HQDG) is an ETF from Raub Brock Capital Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, HQDG is up 1.26% versus a gain of 32.20% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
HQDG charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, HQDG currently yields 0.00% against 3.24% for SCHD.
Holdings Overlap
4.9% of HQDG's money is in holdings SCHD also owns. 4.9% of SCHD's money is in holdings HQDG also owns.
SCHD and HQDG share little of their money.
1 positions in common, counted across the 23 positions we hold weights for in HQDG and 98 in SCHD, against full books of 23 and 206.
What only one of them owns
Our book lists 96 positions for SCHD that do not appear in our book for HQDG (94.9% of the fund), and 21 for HQDG that do not appear in SCHD (90.4%).
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.
Top Shared Holdings
| Stock | Weight in HQDG | Weight in SCHD | Difference |
|---|---|---|---|
| TXNTexas Instrument Inc | 4.88% | 4.89% | 0.01% |
You are not choosing between two funds in isolation.
Whichever of HQDG and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HQDG or SCHD?
HQDG has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option, by $44 a year on a $10,000 investment.
What is the holdings overlap between HQDG and SCHD?
4.9% of SCHD's money is in holdings HQDG also owns. 4.9% of SCHD's is in holdings HQDG also owns. They hold 1 positions in common, counted across the 23 positions we hold weights for in HQDG and 98 in SCHD.
Which pays a higher dividend, HQDG or SCHD?
HQDG yields 0.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than HQDG?
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 47.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.