QCLR vs SCHD
Global X NASDAQ 100 Collar 95-110 ETF vs Schwab US Dividend Equity ETF
Which is better, QCLR or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 47.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | QCLR | SCHD |
|---|---|---|
| Expense Ratio | 0.25% | 0.06%Best |
| AUM | $4M | $111.6B |
| Dividend Yield | 15.07% | 3.24% |
| Holdings | 215 | 206 |
| Volatility (annualized) | 12.8%Best | 15.1% |
| Max Drawdown | -21.8% | -16.9%Best |
| $10,000 over 5.1 years | $15,614 | $16,042Best |
| Top 10 Weight | 47.1% | 41.6%Best |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Aug 25, 2021 | Oct 20, 2011 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).
The two price series end 14 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. QCLR has data through Oct 16, 2026 and SCHD through Oct 30, 2026.
Volatility and max drawdown, and the $10,000 over 5.1 years row, are measured over the window both funds cover: Aug 26, 2021 to Oct 16, 2026 (5.1 years).
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.8% for QCLR. 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 -21.8% for QCLR and -16.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.25. They move largely independently of each other.
Fees and Cost Over Time
QCLR charges 0.25% per year while SCHD charges 0.06%. On a $10,000 position that is $25 vs $6 annually, a gap of $19 per year that compounds over a long holding period. On income, QCLR currently yields 15.07% against 3.24% for SCHD.
Holdings Overlap
4.7% of QCLR's money is in holdings SCHD also owns. 24.1% of SCHD's money is in holdings QCLR also owns.
SCHD and QCLR share little of their money.
8 positions in common, counted across the 101 positions we hold weights for in QCLR and 98 in SCHD, against full books of 215 and 206.
What only one of them owns
Our book lists 89 positions for SCHD that do not appear in our book for QCLR (75.7% of the fund), and 87 for QCLR that do not appear in SCHD (93.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in QCLR | Weight in SCHD | Difference |
|---|---|---|---|
| TXNTexas Instrument Inc | 1.11% | 4.89% | 3.78% |
| QCOMQualcomm Inc. | 0.80% | 4.61% | 3.81% |
| AMGNAmgen Inc. | 0.91% | 3.86% | 2.95% |
| PEPPepsico Inc. | 0.71% | 3.80% | 3.09% |
| ADPAutomatic Data Processing, Inc. | 0.42% | 2.63% | 2.21% |
| CMCSAComcast Corp. Class A | 0.31% | 1.96% | 1.65% |
| FASTFastenal Co. | 0.26% | 1.50% | 1.24% |
| PAYXPaychex, Inc. | 0.15% | 0.81% | 0.66% |
24.1% of SCHD is already inside QCLR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QCLR or SCHD?
QCLR has an expense ratio of 0.25% while SCHD charges 0.06%. SCHD is the cheaper option, by $19 a year on a $10,000 investment.
Which is riskier, QCLR or SCHD?
SCHD has been the more volatile fund at 15.1% annualized versus 12.8% for QCLR. Worst drawdown: QCLR -21.8% vs SCHD -16.9%.
Should I hold both QCLR and SCHD?
QCLR and SCHD have a monthly-return correlation of 0.25, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between QCLR and SCHD?
24.1% of SCHD's money is in holdings QCLR also owns. 24.1% of SCHD's is in holdings QCLR also owns. They hold 8 positions in common, counted across the 101 positions we hold weights for in QCLR and 98 in SCHD.
Which pays a higher dividend, QCLR or SCHD?
QCLR yields 15.07% while SCHD yields 3.24%, so QCLR currently pays the higher dividend yield.
Is SCHD better than QCLR?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 47.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.