NQLT vs SCHD

NQLT vs SCHD

Which is better, NQLT or SCHD?

Large Cap Growth against Large Cap Value.

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 50.9%.

Lower Fees: SCHDLess Concentrated: SCHD

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

MetricNQLTSCHD
Expense Ratio0.48%0.06%Best
AUM-$112.1B
Dividend Yield0.00%3.00%
Holdings63103
YTD Return+0.39%+24.59%Best
1Y Return-+28.14%
3Y Return (annualized)-+15.58%
5Y Return (annualized)-+9.90%
Top 10 Weight50.9%41.8%Best
Fund FamilyNeuberger BermanCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionJul 10, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

NQLT 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.

NQLT vs SCHD Performance

Neuberger Quality Select ETF (NQLT) is an ETF from Neuberger Berman and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, NQLT is up 0.39% versus a gain of 24.59% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

NQLT charges 0.48% per year while SCHD charges 0.06%. On a $10,000 position that is $48 vs $6 annually, a gap of $42 per year that compounds over a long holding period. On income, NQLT currently yields 0.00% against 3.00% for SCHD.

Holdings Overlap

NQLT already in SCHD7.6%
SCHD already in NQLT24.4%

7.6% of NQLT's money is in holdings SCHD also owns. 24.4% of SCHD's money is in holdings NQLT also owns.

SCHD and NQLT share little of their money.

7 positions in common, counted across the 62 positions we hold weights for in NQLT and 100 in SCHD, against full books of 63 and 103.

What only one of them owns

Our book lists 92 positions for SCHD that do not appear in our book for NQLT (75.6% of the fund), and 50 for NQLT that do not appear in SCHD (84.8%).

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

StockWeight in NQLTWeight in SCHDDifference
HDHome Depot Inc/The3.06%3.88%0.82%
ABTAbbott Laboratories0.76%4.69%3.93%
PGProcter & Gamble Company1.07%3.83%2.76%
PEPPepsico Inc.0.85%3.64%2.79%
UNHUnitedhealth Group Inc.0.46%3.82%3.36%
TXNTexas Instruments, Inc0.98%3.13%2.15%
DVNDevon Energy Corp.0.42%1.36%0.94%

24.4% of SCHD is already inside NQLT.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

NQLTSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NQLT or SCHD?

NQLT has an expense ratio of 0.48% while SCHD charges 0.06%. SCHD is the cheaper option, by $42 a year on a $10,000 investment.

What is the holdings overlap between NQLT and SCHD?

24.4% of SCHD's money is in holdings NQLT also owns. 24.4% of SCHD's is in holdings NQLT also owns. They hold 7 positions in common, counted across the 62 positions we hold weights for in NQLT and 100 in SCHD.

Which pays a higher dividend, NQLT or SCHD?

NQLT yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than NQLT?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 50.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.