QFRD vs SCHD

QFRD vs SCHD

Which is better, QFRD or SCHD?

Large Cap Growth against Large Cap Value.

SCHD has a lower expense ratio. QFRD is less concentrated, with 38.0% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDLess Concentrated: QFRD

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

MetricQFRDSCHD
Expense Ratio0.49%0.06%Best
AUM$2M$112.1B
Dividend Yield0.10%3.00%
Holdings51103
YTD Return+23.81%Best+23.68%
1Y Return-+28.36%
3Y Return (annualized)-+16.20%
5Y Return (annualized)-+10.07%
Top 10 Weight38.0%Best41.8%
Fund FamilyPacer ETFsCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionJan 12, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

QFRD vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

QFRD vs SCHD Performance

Pacer S&P 500 Quality FCF R&D Leaders ETF (QFRD) is an ETF from Pacer ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, QFRD is up 23.81% versus a gain of 23.68% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

QFRD charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, QFRD currently yields 0.10% against 3.00% for SCHD.

Holdings Overlap

QFRD already in SCHD9.0%
SCHD already in QFRD15.6%

9.0% of QFRD's money is in holdings SCHD also owns. 15.6% of SCHD's money is in holdings QFRD also owns.

SCHD and QFRD share little of their money.

5 positions in common, counted across the 50 positions we hold weights for in QFRD and 100 in SCHD, against full books of 51 and 103.

What only one of them owns

Measured across the 50 and 100 positions we hold weights for.

SCHD holds 94 positions QFRD does not, 84.4% of the fund.

Largest: ABT 4.69%, KO 4.17%, CVX 4.02%, VZ 3.97%, COP 3.94%

Top Shared Holdings

StockWeight in QFRDWeight in SCHDDifference
MRKMerck & Company Inc2.25%4.77%2.52%
AMGNAmgen Inc.1.64%4.70%3.06%
BMYBristol-Myers Squibb Co.1.76%3.33%1.57%
QCOMQualcomm Inc.2.18%2.52%0.34%
SWKSSkyworks Solutions Inc.1.21%0.25%0.96%

You are not choosing between two funds in isolation.

Whichever of QFRD and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QFRDSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QFRD or SCHD?

QFRD has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option, by $43 a year on a $10,000 investment.

What is the holdings overlap between QFRD and SCHD?

15.6% of SCHD's money is in holdings QFRD also owns. 15.6% of SCHD's is in holdings QFRD also owns. They hold 5 positions in common, counted across the 50 positions we hold weights for in QFRD and 100 in SCHD.

Which pays a higher dividend, QFRD or SCHD?

QFRD yields 0.10% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than QFRD?

SCHD has a lower expense ratio. QFRD is less concentrated, with 38.0% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.