QBKV vs SCHD
AllianzIM US Small Cap Buffer5 ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | QBKV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.74% | 0.06% | |
| AUM | $7M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 0 | 104 | |
| YTD Return | +11.14% | +26.21% | |
| 1Y Return | - | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -2.1% | -33.4% | |
| Fund Family | AllianzIM | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Mar 31, 2026 | Oct 20, 2011 |
QBKV vs SCHD Performance
AllianzIM US Small Cap Buffer5 ETF (QBKV) is a ETF from AllianzIM and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, QBKV is up 11.14% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.1% for QBKV 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
QBKV 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, QBKV currently yields 0.00% against 3.31% for SCHD.
Frequently Asked Questions
Which is cheaper, QBKV or SCHD?
QBKV 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, QBKV or SCHD?
QBKV yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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