QIDX vs SCHD
Indexperts Quality Earnings Focused ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. QIDX offers more diversification with 134 holdings.
Side-by-Side Comparison
| Metric | QIDX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $39M | $103.7B | |
| Dividend Yield | 0.86% | 3.31% | |
| Holdings | 134 | 104 | |
| YTD Return | +12.29% | +25.58% | |
| 1Y Return | +12.87% | +31.06% | |
| 3Y Return (annualized) | - | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | 10.0% | 13.6% | |
| Max Drawdown | -15.0% | -33.4% | |
| Fund Family | Indexperts | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 31, 2024 | Oct 20, 2011 |
QIDX vs SCHD Performance
Indexperts Quality Earnings Focused ETF (QIDX) is a ETF from Indexperts and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year QIDX returned +12.87% while SCHD returned +31.06%. Year to date, QIDX is up 12.29% versus a gain of 25.58% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 10.0% 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 -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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
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 0.86% against 3.31% for SCHD.
Holdings Overlap
QIDX and SCHD share 7 holdings out of 227 unique holdings combined, representing a 5.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $44 per year of difference.
Which performed better, QIDX or SCHD?
Over the past year QIDX returned +12.87% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), QIDX annualized +13.08% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, QIDX or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 10.0% for QIDX. Worst drawdown: QIDX -15.0% vs SCHD -33.4%.
Should I hold both QIDX and SCHD?
QIDX and SCHD have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QIDX and SCHD?
QIDX and SCHD share 7 common holdings with a 5.8% weight overlap. Combined, they hold 227 unique securities.
Which pays a higher dividend, QIDX or SCHD?
QIDX yields 0.86% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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