QMNV vs SCHD
FT Vest Nasdaq-100 Moderate Buffer ETF - November vs Schwab US Dividend Equity ETF
Which is better, QMNV or SCHD?
Option Writing against Large Cap Value.
SCHD has a lower expense ratio. QMNV led over the full window, SCHD over 1Y.
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 | QMNV | SCHD |
|---|---|---|
| Expense Ratio | 0.90% | 0.06%Best |
| AUM | $47M | $108.9B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 10 | 206 |
| YTD Return | +11.01% | +20.89%Best |
| 1Y Return | +15.92% | +23.87%Best |
| 3Y Return (annualized) | - | +16.42% |
| 5Y Return (annualized) | - | +9.40% |
| Volatility (annualized) | 7.8%Best | 14.5% |
| Max Drawdown | -12.8%Best | -16.1% |
| $10,000 over 1.9 years | $13,050Best | $12,254 |
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Option Writing | Large Cap Value |
| Inception | Nov 15, 2024 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 18, 2024 to Oct 2, 2026 (1.9 years).
QMNV 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 1.9 years both funds cover.
QMNV vs SCHD Performance
FT Vest Nasdaq-100 Moderate Buffer ETF - November (QMNV) 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 QMNV returned +15.92% while SCHD returned +23.87%. Year to date, QMNV is up 11.01% versus a gain of 20.89% 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 14.5% compared with 7.8% for QMNV. 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 -12.8% for QMNV 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 0.20. They move largely independently of each other.
Fees and Cost Over Time
QMNV 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, QMNV currently yields 0.00% against 3.00% for SCHD.
You are not choosing between two funds in isolation.
Whichever of QMNV 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, QMNV or SCHD?
QMNV 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, QMNV or SCHD?
Over the past year QMNV returned +15.92% vs +23.87% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), QMNV annualized +15.04% vs +11.29% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QMNV or SCHD?
SCHD has been the more volatile fund at 14.5% annualized versus 7.8% for QMNV. Worst drawdown: QMNV -12.8% vs SCHD -16.1%.
Should I hold both QMNV and SCHD?
QMNV and SCHD have a monthly-return correlation of 0.20, 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, QMNV or SCHD?
QMNV yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than QMNV?
SCHD has a lower expense ratio. QMNV led over the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.