QDWN 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

MetricQDWNSCHDWinner
Expense Ratio1.35%0.06%
AUM$85,797.07$103.7B
Dividend Yield2.72%3.31%
Holdings4104
YTD Return-65.85%+26.21%
1Y Return-+29.99%
3Y Return (annualized)-+15.73%
5Y Return (annualized)-+9.67%
Volatility (annualized)-13.6%
Max Drawdown-78.2%-33.4%
Fund FamilyDaily DeltaCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionMar 10, 2025Oct 20, 2011

QDWN vs SCHD Performance

DailyDelta Q100 Downside Option Strategy ETF (QDWN) is a ETF from Daily Delta and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, QDWN is down 65.85% versus a gain of 26.21% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -78.2% for QDWN 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

QDWN charges 1.35% per year while SCHD charges 0.06%. On a $10,000 position that is $135 vs $6 annually, a gap of $129 per year that compounds over a long holding period. On income, QDWN currently yields 2.72% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

QDWN and SCHD share 0 holdings out of 101 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, QDWN or SCHD?

QDWN has an expense ratio of 1.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $129 per year of difference.

What is the holdings overlap between QDWN and SCHD?

QDWN and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.

Which pays a higher dividend, QDWN or SCHD?

QDWN yields 2.72% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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