QDIV vs SCHD
QDIV vs SCHD
Global X S&P 500 Quality Dividend 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 | QDIV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.06% | |
| AUM | $30M | $103.7B | |
| Dividend Yield | 2.98% | 3.31% | |
| Holdings | 55 | 104 | |
| YTD Return | +16.96% | +24.26% | |
| 1Y Return | +22.04% | +31.38% | |
| 3Y Return (annualized) | +10.86% | +15.08% | |
| 5Y Return (annualized) | +8.59% | +9.72% | |
| Volatility (annualized) | 18.0% | 13.6% | |
| Max Drawdown | -41.5% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 13, 2018 | Oct 20, 2011 |
QDIV vs SCHD Performance
Global X S&P 500 Quality Dividend ETF (QDIV) is a ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year QDIV returned +22.04% while SCHD returned +31.38%. Year to date, QDIV is up 16.96% versus a gain of 24.26% for SCHD.
Over three years, QDIV compounded at +10.86% per year against +15.08% for SCHD; over five years the annualized figures are +8.59% and +9.72% respectively. Across the full 8-year window we track, SCHD has the edge at +11.39% annualized vs +8.27%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QDIV has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 13.6% for SCHD. 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 -41.5% for QDIV 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
QDIV charges 0.20% per year while SCHD charges 0.06%. On a $10,000 position that is $20 vs $6 annually, a gap of $14 per year that compounds over a long holding period. On income, QDIV currently yields 2.98% against 3.31% for SCHD.
Holdings Overlap
QDIV and SCHD share 16 holdings out of 125 unique holdings combined, representing a 14.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in QDIV | Weight in SCHD | Difference |
|---|---|---|---|
| PG | 2.08% | 4.15% | 2.07% |
| COP | 1.70% | 3.70% | 2.00% |
| LMT | 2.06% | 2.66% | 0.60% |
| ADP | Pro | Pro | Pro |
| BX | Pro | Pro | Pro |
| DVN | Pro | Pro | Pro |
| QCOM | Pro | Pro | Pro |
| TROW | Pro | Pro | Pro |
| HSY | Pro | Pro | Pro |
| PFG | Pro | Pro | Pro |
See all 10 holdings QDIV shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, QDIV or SCHD?
QDIV has an expense ratio of 0.20% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, QDIV or SCHD?
Over the past year QDIV returned +22.04% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (8 years), QDIV annualized +8.27% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, QDIV or SCHD?
QDIV has been the more volatile fund at 18.0% annualized versus 13.6% for SCHD. Worst drawdown: QDIV -41.5% vs SCHD -33.4%.
Should I hold both QDIV and SCHD?
QDIV and SCHD have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between QDIV and SCHD?
QDIV and SCHD share 16 common holdings with a 14.9% weight overlap. Combined, they hold 125 unique securities.
Which pays a higher dividend, QDIV or SCHD?
QDIV yields 2.98% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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