QBKF vs SCHD
AllianzIM US Small Cap Buffer15 ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | QBKF | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.74% | 0.06% | |
| AUM | $7M | $112.2B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 0 | 103 | |
| YTD Return | +4.04% | +28.33% | |
| 1Y Return | - | +30.37% | |
| 3Y Return (annualized) | - | +16.64% | |
| 5Y Return (annualized) | - | +10.04% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -1.3% | -33.4% | |
| Fund Family | AllianzIM | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Mar 31, 2026 | Oct 20, 2011 |
QBKF vs SCHD Performance
AllianzIM US Small Cap Buffer15 ETF (QBKF) is a ETF from AllianzIM and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, QBKF is up 4.04% versus a gain of 28.33% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.3% for QBKF 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
QBKF charges 0.74% per year while SCHD charges 0.06%. On a $10,000 position that is $74 vs $6 annually, a gap of $68 per year that compounds over a long holding period. On income, QBKF currently yields 0.00% against 3.13% for SCHD.
Frequently Asked Questions
Which is cheaper, QBKF or SCHD?
QBKF has an expense ratio of 0.74% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $68 per year of difference.
Which pays a higher dividend, QBKF or SCHD?
QBKF yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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