QBER vs SCHD
TrueShares Quarterly Bear Hedge ETF vs Schwab US Dividend Equity ETF
Which is better, QBER or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
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
| Metric | QBER | SCHD |
|---|---|---|
| Expense Ratio | 0.79% | 0.06%Best |
| AUM | $75M | $112.1B |
| Dividend Yield | 3.29% | 3.00% |
| Holdings | 21 | 103 |
| YTD Return | -0.43% | +23.68%Best |
| 1Y Return | -3.46% | +28.36%Best |
| 3Y Return (annualized) | - | +16.20% |
| 5Y Return (annualized) | - | +10.07% |
| Volatility (annualized) | 2.5%Best | 13.3% |
| Max Drawdown | -8.7%Best | -16.1% |
| $10,000 over 2.2 years | $9,641 | $14,012Best |
| Fund Family | TrueShares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Jun 28, 2024 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jul 1, 2024 to Sep 22, 2026 (2.2 years).
QBER 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.
QBER vs SCHD Performance
TrueShares Quarterly Bear Hedge ETF (QBER) is an ETF from TrueShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year QBER returned -3.46% while SCHD returned +28.36%. Year to date, QBER is down 0.43% versus a gain of 23.68% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 2.5% for QBER. 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 -8.7% for QBER and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.21. They move largely independently of each other.
Fees and Cost Over Time
QBER charges 0.79% per year while SCHD charges 0.06%. On a $10,000 position that is $79 vs $6 annually, a gap of $73 per year that compounds over a long holding period. On income, QBER currently yields 3.29% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in QBER and 100 in SCHD, totalling 0.1% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in QBER and 100 in SCHD, against full books of 21 and 103.
You are not choosing between two funds in isolation.
Whichever of QBER and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QBER or SCHD?
QBER has an expense ratio of 0.79% while SCHD charges 0.06%. SCHD is the cheaper option, by $73 a year on a $10,000 investment.
Which performed better, QBER or SCHD?
Over the past year QBER returned -3.46% vs +28.36% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), QBER annualized -1.65% vs +16.57% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QBER or SCHD?
SCHD has been the more volatile fund at 13.3% annualized versus 2.5% for QBER. Worst drawdown: QBER -8.7% vs SCHD -16.1%.
Should I hold both QBER and SCHD?
QBER and SCHD have a monthly-return correlation of -0.21, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, QBER or SCHD?
QBER yields 3.29% while SCHD yields 3.00%, so QBER currently pays the higher dividend yield.
Is SCHD better than QBER?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.