PQUS vs SCHD

PQUS vs SCHD

Which is better, PQUS or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. PQUS is less concentrated, with 37.5% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDLess Concentrated: PQUS

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

MetricPQUSSCHD
Expense Ratio0.22%0.06%Best
AUM$148M$112.1B
Dividend Yield0.00%3.00%
Holdings170103
YTD Return+12.05%+25.88%Best
1Y Return-+30.22%
3Y Return (annualized)-+16.05%
5Y Return (annualized)-+10.17%
Top 10 Weight37.5%Best41.8%
Fund FamilyPictet Asset Management Ltd. (US)Charles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionFeb 25, 2026Oct 20, 2011

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

PQUS 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.

PQUS vs SCHD Performance

Pictet AI Enhanced US Equity ETF (PQUS) is an ETF from Pictet Asset Management Ltd. (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, PQUS is up 12.05% versus a gain of 25.88% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

PQUS charges 0.22% per year while SCHD charges 0.06%. On a $10,000 position that is $22 vs $6 annually, a gap of $16 per year that compounds over a long holding period. On income, PQUS currently yields 0.00% against 3.00% for SCHD.

Holdings Overlap

PQUS already in SCHD6.4%
SCHD already in PQUS43.9%

6.4% of PQUS's money is in holdings SCHD also owns. 43.9% of SCHD's money is in holdings PQUS also owns.

The two portfolios partly overlap.

15 positions in common, counted across the 179 positions we hold weights for in PQUS and 100 in SCHD, against full books of 170 and 103.

What only one of them owns

Our book lists 84 positions for SCHD that do not appear in our book for PQUS (56.1% of the fund), and 160 for PQUS that do not appear in SCHD (91.5%).

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 PQUSWeight in SCHDDifference
VZVerizon Communic1.02%3.97%2.95%
MRKMerck & Company Inc0.05%4.77%4.72%
UNHUnitedhealth Group Incorporated0.52%3.82%3.30%
CVXChevron Corp0.31%4.02%3.71%
KOCoca Cola Co.0.10%4.17%4.07%
BMYBristol-Myers Squibb Co.0.88%3.33%2.45%
HDHome Depot Inc/The0.24%3.88%3.64%
MOAltria Group Inc1.02%2.79%1.77%
TXNTexas Instrument Inc0.42%3.13%2.71%
QCOMQualcomm Inc.0.67%2.52%1.85%

43.9% of SCHD is already inside PQUS.

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

PQUSSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PQUS or SCHD?

PQUS has an expense ratio of 0.22% while SCHD charges 0.06%. SCHD is the cheaper option, by $16 a year on a $10,000 investment.

What is the holdings overlap between PQUS and SCHD?

43.9% of SCHD's money is in holdings PQUS also owns. 43.9% of SCHD's is in holdings PQUS also owns. They hold 15 positions in common, counted across the 179 positions we hold weights for in PQUS and 100 in SCHD.

Which pays a higher dividend, PQUS or SCHD?

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

Is SCHD better than PQUS?

SCHD has a lower expense ratio. PQUS is less concentrated, with 37.5% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.