QBIG vs SCHD
Invesco Top QQQ ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | QBIG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.06% | |
| AUM | $33M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 17 | 104 | |
| YTD Return | +8.87% | +26.21% | |
| 1Y Return | +16.19% | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 24.8% | 13.6% | |
| Max Drawdown | -30.3% | -33.4% | |
| Fund Family | Invesco (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 4, 2024 | Oct 20, 2011 |
QBIG vs SCHD Performance
Invesco Top QQQ ETF (QBIG) is a ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year QBIG returned +16.19% while SCHD returned +29.99%. Year to date, QBIG is up 8.87% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
QBIG has been the more volatile fund, with annualized monthly volatility of 24.8% compared with 13.6% for SCHD. 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 -30.3% for QBIG 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 0.08. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QBIG charges 0.29% per year while SCHD charges 0.06%. On a $10,000 position that is $29 vs $6 annually, a gap of $23 per year that compounds over a long holding period. On income, QBIG currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
QBIG and SCHD share 0 holdings out of 110 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QBIG or SCHD?
QBIG has an expense ratio of 0.29% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $23 per year of difference.
Which performed better, QBIG or SCHD?
Over the past year QBIG returned +16.19% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), QBIG annualized +19.70% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, QBIG or SCHD?
QBIG has been the more volatile fund at 24.8% annualized versus 13.6% for SCHD. Worst drawdown: QBIG -30.3% vs SCHD -33.4%.
Should I hold both QBIG and SCHD?
QBIG and SCHD have a monthly-return correlation of 0.08, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QBIG and SCHD?
QBIG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 110 unique securities.
Which pays a higher dividend, QBIG or SCHD?
QBIG yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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