QBQV vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricQBQVSCHDWinner
Expense Ratio0.74%0.06%
AUM$9M$103.7B
Dividend Yield0.00%3.31%
Holdings5104
YTD Return+7.94%+26.21%
1Y Return-+29.99%
3Y Return (annualized)-+15.73%
5Y Return (annualized)-+9.67%
Volatility (annualized)-13.6%
Max Drawdown-6.5%-33.4%
Fund FamilyAllianzIMCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionMar 31, 2026Oct 20, 2011

QBQV vs SCHD Performance

AllianzIM Growth-100 Buffer5 ETF (QBQV) is a ETF from AllianzIM and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, QBQV is up 7.94% versus a gain of 26.21% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -6.5% for QBQV 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

QBQV 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, QBQV currently yields 0.00% against 3.31% for SCHD.

Frequently Asked Questions

Which is cheaper, QBQV or SCHD?

QBQV 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, QBQV or SCHD?

QBQV yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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