QJUN vs SCHD
FT Vest Nasdaq-100 Buffer ETF - June vs Schwab US Dividend Equity ETF
Which is better, QJUN or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. QJUN led over 5Y and the full window, SCHD over 1Y and 3Y.
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 | QJUN | SCHD |
|---|---|---|
| Expense Ratio | 0.90% | 0.06%Best |
| AUM | $709M | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 10 | 103 |
| YTD Return | +5.38% | +24.23%Best |
| 1Y Return | +8.63% | +27.90%Best |
| 3Y Return (annualized) | +14.31% | +15.55%Best |
| 5Y Return (annualized) | +10.03%Best | +9.97% |
| Volatility (annualized) | 12.2%Best | 14.7% |
| Max Drawdown | -19.9% | -16.9%Best |
| $10,000 over 5 years | $16,127Best | $16,083 |
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Jun 18, 2021 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 21, 2021 to Sep 17, 2026 (5.2 years).
QJUN 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 5.2 years both funds cover.
QJUN vs SCHD Performance
FT Vest Nasdaq-100 Buffer ETF - June (QJUN) is an ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year QJUN returned +8.63% while SCHD returned +27.90%. Year to date, QJUN is up 5.38% versus a gain of 24.23% for SCHD.
Over three years, QJUN compounded at +14.31% per year against +15.55% for SCHD; over five years the annualized figures are +10.03% and +9.97% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 12.2% for QJUN. 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 -19.9% for QJUN and -16.9% 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
QJUN charges 0.90% per year while SCHD charges 0.06%. On a $10,000 position that is $90 vs $6 annually, a gap of $84 per year that compounds over a long holding period. On income, QJUN currently yields 0.00% against 3.00% for SCHD.
You are not choosing between two funds in isolation.
Whichever of QJUN 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, QJUN or SCHD?
QJUN has an expense ratio of 0.90% while SCHD charges 0.06%. SCHD is the cheaper option, by $84 a year on a $10,000 investment.
Which performed better, QJUN or SCHD?
Over the past year QJUN returned +8.63% vs +27.90% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QJUN or SCHD?
SCHD has been the more volatile fund at 14.7% annualized versus 12.2% for QJUN. Worst drawdown: QJUN -19.9% vs SCHD -16.9%.
Should I hold both QJUN and SCHD?
QJUN 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.
Which pays a higher dividend, QJUN or SCHD?
QJUN yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than QJUN?
SCHD has a lower expense ratio. QJUN led over 5Y and the full window, SCHD over 1Y and 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.