QGRW vs SCHD
WisdomTree US Quality Growth Fund vs Schwab US Dividend Equity ETF
Which is better, QGRW or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. QGRW led over 3Y and the full window, SCHD over 1Y. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 56.6%.
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 | QGRW | SCHD |
|---|---|---|
| Expense Ratio | 0.28% | 0.06%Best |
| AUM | $3.0B | $112.2B |
| Dividend Yield | 0.08% | 3.13% |
| Holdings | 102 | 103 |
| YTD Return | +15.07% | +28.59%Best |
| 1Y Return | +23.47% | +31.77%Best |
| 3Y Return (annualized) | +26.21%Best | +16.70% |
| 5Y Return (annualized) | - | +10.09% |
| Volatility (annualized) | 17.9% | 13.0%Best |
| Max Drawdown | -24.4% | -16.1%Best |
| $10,000 over 3.7 years | $27,808Best | $15,811 |
| Top 10 Weight | 56.6% | 41.5%Best |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Dec 15, 2022 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Dec 15, 2022 to Sep 3, 2026 (3.7 years).
QGRW 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 covers the 3.7 years both funds cover.
QGRW vs SCHD Performance
WisdomTree US Quality Growth Fund (QGRW) is an ETF from WisdomTree Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year QGRW returned +23.47% while SCHD returned +31.77%. Year to date, QGRW is up 15.07% versus a gain of 28.59% for SCHD.
Over three years, QGRW compounded at +26.21% per year against +16.70% for SCHD. Across the full 4-year window we track, QGRW has the edge at +31.84% annualized vs +13.18%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QGRW has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 13.0% 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 -24.4% for QGRW and -16.1% 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
QGRW charges 0.28% per year while SCHD charges 0.06%. On a $10,000 position that is $28 vs $6 annually, a gap of $22 per year that compounds over a long holding period. On income, QGRW currently yields 0.08% against 3.13% for SCHD.
Holdings Overlap
0.7% of QGRW's money is in holdings SCHD also owns. 2.5% of SCHD's money is in holdings QGRW also owns.
SCHD and QGRW share little of their money.
1 positions in common, counted across the 99 positions we hold weights for in QGRW and 100 in SCHD, against full books of 102 and 103.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for QGRW (97.3% of the fund), and 96 for QGRW that do not appear in SCHD (98.2%).
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 QGRW | Weight in SCHD | Difference |
|---|---|---|---|
| QCOMQualcomm Inc. | 0.69% | 2.55% | 1.86% |
You are not choosing between two funds in isolation.
Whichever of QGRW and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QGRW or SCHD?
QGRW has an expense ratio of 0.28% while SCHD charges 0.06%. SCHD is the cheaper option, by $22 a year on a $10,000 investment.
Which performed better, QGRW or SCHD?
Over the past year QGRW returned +23.47% vs +31.77% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), QGRW annualized +31.84% vs +13.18% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QGRW or SCHD?
QGRW has been the more volatile fund at 17.9% annualized versus 13.0% for SCHD. Worst drawdown: QGRW -24.4% vs SCHD -16.1%.
Should I hold both QGRW and SCHD?
QGRW 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 QGRW and SCHD?
2.5% of SCHD's money is in holdings QGRW also owns. 2.5% of SCHD's is in holdings QGRW also owns. They hold 1 positions in common, counted across the 99 positions we hold weights for in QGRW and 100 in SCHD.
Which pays a higher dividend, QGRW or SCHD?
QGRW yields 0.08% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than QGRW?
SCHD has a lower expense ratio. QGRW led over 3Y and the full window, SCHD over 1Y. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 56.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.