QALT vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricQALTSCHDWinner
Expense Ratio0.80%0.06%
AUM$192M$103.7B
Dividend Yield5.44%3.31%
Holdings17104
YTD Return+7.28%+25.62%
1Y Return+13.02%+32.62%
3Y Return (annualized)-+15.58%
5Y Return (annualized)-+9.63%
Volatility (annualized)7.3%13.6%
Max Drawdown-4.8%-33.4%
Fund FamilySEI EXCHANGE TRADED FUNDSCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionAug 25, 2025Oct 20, 2011

QALT vs SCHD Performance

SEI DBi Multi-Strategy Alternative ETF (QALT) is a ETF from SEI EXCHANGE TRADED FUNDS and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year QALT returned +13.02% while SCHD returned +32.62%. Year to date, QALT is up 7.28% versus a gain of 25.62% for SCHD.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 7.3% for QALT. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -4.8% for QALT and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QALT charges 0.80% per year while SCHD charges 0.06%. On a $10,000 position that is $80 vs $6 annually, a gap of $74 per year that compounds over a long holding period. On income, QALT currently yields 5.44% against 3.31% for SCHD.

Frequently Asked Questions

Which is cheaper, QALT or SCHD?

QALT has an expense ratio of 0.80% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $74 per year of difference.

Which performed better, QALT or SCHD?

Over the past year QALT returned +13.02% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.

Which is riskier, QALT or SCHD?

SCHD has been the more volatile fund at 13.6% annualized versus 7.3% for QALT. Worst drawdown: QALT -4.8% vs SCHD -33.4%.

Should I hold both QALT and SCHD?

QALT and SCHD have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, QALT or SCHD?

QALT yields 5.44% while SCHD yields 3.31%, so QALT currently pays the higher dividend yield.

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