QMOM vs SCHD
Alpha Architect US Quantitative Momentum ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | QMOM | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.28% | 0.06% | |
| AUM | $447M | $108.7B | |
| Dividend Yield | 0.48% | 3.13% | |
| Holdings | 52 | 104 | |
| YTD Return | +12.83% | +28.48% | |
| 1Y Return | +20.45% | +30.95% | |
| 3Y Return (annualized) | +20.26% | +16.80% | |
| 5Y Return (annualized) | +9.50% | +10.27% | |
| Volatility (annualized) | 21.9% | 13.7% | |
| Max Drawdown | -39.1% | -33.4% | |
| Fund Family | Alpha Architect | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 1, 2015 | Oct 20, 2011 |
QMOM vs SCHD Performance
Alpha Architect US Quantitative Momentum ETF (QMOM) is a ETF from Alpha Architect and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year QMOM returned +20.45% while SCHD returned +30.95%. Year to date, QMOM is up 12.83% versus a gain of 28.48% for SCHD.
Over three years, QMOM compounded at +20.26% per year against +16.80% for SCHD; over five years the annualized figures are +9.50% and +10.27% respectively. Across the full 11-year window we track, SCHD has the edge at +11.60% annualized vs +11.36%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QMOM has been the more volatile fund, with annualized monthly volatility of 21.9% compared with 13.7% 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 -39.1% for QMOM 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QMOM charges 0.28% per year while SCHD charges 0.06%. On a $10,000 position that is $28 vs $6 annually, a gap of $22 per year that compounds over a long holding period. On income, QMOM currently yields 0.48% against 3.13% for SCHD.
Holdings Overlap
QMOM and SCHD share 1 holdings out of 167 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in QMOM | Weight in SCHD | Difference |
|---|---|---|---|
| SLB | 0.00% | 1.89% | 1.89% |
Frequently Asked Questions
Which is cheaper, QMOM or SCHD?
QMOM has an expense ratio of 0.28% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, QMOM or SCHD?
Over the past year QMOM returned +20.45% vs +30.95% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (11 years), QMOM annualized +11.36% vs +11.60% for SCHD. Past performance does not guarantee future results.
Which is riskier, QMOM or SCHD?
QMOM has been the more volatile fund at 21.9% annualized versus 13.7% for SCHD. Worst drawdown: QMOM -39.1% vs SCHD -33.4%.
Should I hold both QMOM and SCHD?
QMOM and SCHD have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QMOM and SCHD?
QMOM and SCHD share 1 common holdings with a 0.0% weight overlap. Combined, they hold 167 unique securities.
Which pays a higher dividend, QMOM or SCHD?
QMOM yields 0.48% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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