NQLT vs SCHD

NQLT vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricNQLTSCHDWinner
Expense Ratio0.48%0.06%
AUM-$108.7B
Dividend Yield0.00%3.13%
Holdings63104
YTD Return+2.35%+27.67%
1Y Return-+31.26%
3Y Return (annualized)-+16.66%
5Y Return (annualized)-+10.18%
Volatility (annualized)-13.6%
Max Drawdown-2.5%-33.4%
Fund FamilyNeuberger BermanCharles Schwab Asset Management
CategoryEquityEquity
InceptionJul 10, 2026Oct 20, 2011

NQLT vs SCHD Performance

Neuberger Quality Select ETF (NQLT) is a ETF from Neuberger Berman and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, NQLT is up 2.35% versus a gain of 27.67% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.5% for NQLT 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

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 3.13% for SCHD.

Holdings Overlap

8.0%overlap

NQLT and SCHD share 7 holdings out of 156 unique holdings combined, representing a 8.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NQLTWeight in SCHDDifference
HD3.22%4.32%1.10%
ABT0.76%4.70%3.94%
PG1.14%3.96%2.82%
PEPProProPro
UNHProProPro
TXNProProPro
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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. On a $10,000 investment, that is $42 per year of difference.

What is the holdings overlap between NQLT and SCHD?

NQLT and SCHD share 7 common holdings with a 8.0% weight overlap. Combined, they hold 156 unique securities.

Which pays a higher dividend, NQLT or SCHD?

NQLT yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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