QID vs SCHD

QID vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricQIDSCHDWinner
Expense Ratio0.95%0.06%
AUM$269M$112.2B
Dividend Yield5.91%3.13%
Holdings21103
YTD Return-25.63%+27.60%
1Y Return-36.32%+29.63%
3Y Return (annualized)-35.36%+16.43%
5Y Return (annualized)-27.72%+10.05%
Volatility (annualized)34.7%13.6%
Max Drawdown-100.0%-33.4%
Fund FamilyProSharesCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionJul 11, 2006Oct 20, 2011

QID vs SCHD Performance

ProShares UltraShort QQQ (QID) is a ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year QID returned -36.32% while SCHD returned +29.63%. Year to date, QID is down 25.63% versus a gain of 27.60% for SCHD.

Over three years, QID compounded at -35.36% per year against +16.43% for SCHD; over five years the annualized figures are -27.72% and +10.05% respectively. Across the full 15-year window we track, SCHD has the edge at +11.54% annualized vs -35.51%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QID has been the more volatile fund, with annualized monthly volatility of 34.7% 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 -100.0% for QID 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 -0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QID charges 0.95% per year while SCHD charges 0.06%. On a $10,000 position that is $95 vs $6 annually, a gap of $89 per year that compounds over a long holding period. On income, QID currently yields 5.91% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

QID 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, QID or SCHD?

QID has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $89 per year of difference.

Which performed better, QID or SCHD?

Over the past year QID returned -36.32% vs +29.63% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), QID annualized -35.51% vs +11.54% for SCHD. Past performance does not guarantee future results.

Which is riskier, QID or SCHD?

QID has been the more volatile fund at 34.7% annualized versus 13.6% for SCHD. Worst drawdown: QID -100.0% vs SCHD -33.4%.

Should I hold both QID and SCHD?

QID and SCHD have a monthly-return correlation of -0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QID and SCHD?

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

Which pays a higher dividend, QID or SCHD?

QID yields 5.91% while SCHD yields 3.13%, so QID currently pays the higher dividend yield.

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