QBUL vs SCHD
TrueShares Quarterly Bull Hedge 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 | QBUL | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.06% | |
| AUM | $28M | $103.7B | |
| Dividend Yield | 8.82% | 3.31% | |
| Holdings | 36 | 104 | |
| YTD Return | +2.38% | +25.58% | |
| 1Y Return | -5.61% | +31.06% | |
| 3Y Return (annualized) | - | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | 6.7% | 13.6% | |
| Max Drawdown | -10.5% | -33.4% | |
| Fund Family | TrueShares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jun 28, 2024 | Oct 20, 2011 |
QBUL vs SCHD Performance
TrueShares Quarterly Bull Hedge ETF (QBUL) is a ETF from TrueShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year QBUL returned -5.61% while SCHD returned +31.06%. Year to date, QBUL is up 2.38% versus a gain of 25.58% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 6.7% for QBUL. 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 -10.5% for QBUL 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QBUL 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, QBUL currently yields 8.82% against 3.31% for SCHD.
Holdings Overlap
QBUL and SCHD share 0 holdings out of 102 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, QBUL or SCHD?
QBUL has an expense ratio of 0.79% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $73 per year of difference.
Which performed better, QBUL or SCHD?
Over the past year QBUL returned -5.61% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), QBUL annualized -0.67% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, QBUL or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 6.7% for QBUL. Worst drawdown: QBUL -10.5% vs SCHD -33.4%.
Should I hold both QBUL and SCHD?
QBUL and SCHD have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QBUL and SCHD?
QBUL and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, QBUL or SCHD?
QBUL yields 8.82% while SCHD yields 3.31%, so QBUL currently pays the higher dividend yield.
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