QIDX vs SCHD
Indexperts Quality Earnings Focused ETF vs Schwab US Dividend Equity ETF
Which is better, QIDX or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. QIDX is less concentrated, with 24.8% of the fund in its ten largest positions against 41.8%.
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 | QIDX | SCHD |
|---|---|---|
| Expense Ratio | 0.50% | 0.06%Best |
| AUM | $39M | $112.1B |
| Dividend Yield | 0.87% | 3.00% |
| Holdings | 133 | 103 |
| YTD Return | +7.06% | +24.96%Best |
| 1Y Return | +6.05% | +28.75%Best |
| 3Y Return (annualized) | - | +15.71% |
| 5Y Return (annualized) | - | +9.86% |
| Volatility (annualized) | 9.9%Best | 13.4% |
| Max Drawdown | -15.0% | -14.0%Best |
| $10,000 over 1.7 years | $11,634 | $13,246Best |
| Top 10 Weight | 24.8%Best | 41.8% |
| Fund Family | Indexperts | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Dec 31, 2024 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 2, 2025 to Sep 9, 2026 (1.7 years).
QIDX 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 1.7 years both funds cover.
QIDX vs SCHD Performance
Indexperts Quality Earnings Focused ETF (QIDX) is an ETF from Indexperts and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year QIDX returned +6.05% while SCHD returned +28.75%. Year to date, QIDX is up 7.06% versus a gain of 24.96% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 9.9% for QIDX. 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 -15.0% for QIDX and -14.0% 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 0.49. They move together some of the time, and apart the rest.
Fees and Cost Over Time
QIDX charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, QIDX currently yields 0.87% against 3.00% for SCHD.
Holdings Overlap
5.3% of QIDX's money is in holdings SCHD also owns. 11.9% of SCHD's money is in holdings QIDX also owns.
SCHD and QIDX share little of their money.
5 positions in common, counted across the 131 positions we hold weights for in QIDX and 100 in SCHD, against full books of 133 and 103.
What only one of them owns
Our book lists 94 positions for SCHD that do not appear in our book for QIDX (88.0% of the fund), and 125 for QIDX that do not appear in SCHD (94.0%).
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.
You are not choosing between two funds in isolation.
Whichever of QIDX 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, QIDX or SCHD?
QIDX has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option, by $44 a year on a $10,000 investment.
Which performed better, QIDX or SCHD?
Over the past year QIDX returned +6.05% vs +28.75% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), QIDX annualized +9.31% vs +17.98% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QIDX or SCHD?
SCHD has been the more volatile fund at 13.4% annualized versus 9.9% for QIDX. Worst drawdown: QIDX -15.0% vs SCHD -14.0%.
Should I hold both QIDX and SCHD?
QIDX and SCHD have a monthly-return correlation of 0.49, 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 QIDX and SCHD?
11.9% of SCHD's money is in holdings QIDX also owns. 11.9% of SCHD's is in holdings QIDX also owns. They hold 5 positions in common, counted across the 131 positions we hold weights for in QIDX and 100 in SCHD.
Which pays a higher dividend, QIDX or SCHD?
QIDX yields 0.87% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than QIDX?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. QIDX is less concentrated, with 24.8% 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.