IQQ vs SCHD
iShares Nasdaq 100 ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio.
Side-by-Side Comparison
| Metric | IQQ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.06% | |
| AUM | $357M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 104 | 104 | |
| YTD Return | -0.98% | +28.63% | |
| 1Y Return | - | +32.53% | |
| 3Y Return (annualized) | - | +16.97% | |
| 5Y Return (annualized) | - | +10.47% | |
| Volatility (annualized) | - | 13.7% | |
| Max Drawdown | -8.8% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 8, 2026 | Oct 20, 2011 |
IQQ vs SCHD Performance
iShares Nasdaq 100 ETF (IQQ) is a ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, IQQ is down 0.98% versus a gain of 28.63% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.8% for IQQ 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
IQQ charges 0.10% per year while SCHD charges 0.06%. On a $10,000 position that is $10 vs $6 annually, a gap of $4 per year that compounds over a long holding period. On income, IQQ currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
IQQ and SCHD share 8 holdings out of 196 unique holdings combined, representing a 5.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IQQ or SCHD?
IQQ has an expense ratio of 0.10% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $4 per year of difference.
What is the holdings overlap between IQQ and SCHD?
IQQ and SCHD share 8 common holdings with a 5.3% weight overlap. Combined, they hold 196 unique securities.
Which pays a higher dividend, IQQ or SCHD?
IQQ yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.