QMOM vs SCHD
Alpha Architect US Quantitative Momentum ETF vs Schwab US Dividend Equity ETF
Which is better, QMOM or SCHD?
Mid Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. QMOM led over 3Y and the full window, SCHD over 1Y and 5Y. QMOM is less concentrated, with 22.6% 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 | QMOM | SCHD |
|---|---|---|
| Expense Ratio | 0.28% | 0.06%Best |
| AUM | $424M | $108.9B |
| Dividend Yield | 0.48% | 3.00% |
| Holdings | 121 | 206 |
| YTD Return | +10.73% | +22.48%Best |
| 1Y Return | +13.70% | +26.24%Best |
| 3Y Return (annualized) | +20.95%Best | +16.39% |
| 5Y Return (annualized) | +9.31% | +9.35%Best |
| Volatility (annualized) | 21.7% | 14.9%Best |
| Max Drawdown | -39.1% | -33.4%Best |
| $10,000 over 5 years | $15,606 | $15,635Best |
| Top 10 Weight | 22.6%Best | 41.8% |
| Fund Family | Alpha Architect | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Value |
| Inception | Dec 1, 2015 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Dec 2, 2015 to Oct 8, 2026 (10.9 years).
QMOM 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 10.9 years both funds cover.
QMOM vs SCHD Performance
Alpha Architect US Quantitative Momentum ETF (QMOM) is an ETF from Alpha Architect and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year QMOM returned +13.70% while SCHD returned +26.24%. Year to date, QMOM is up 10.73% versus a gain of 22.48% for SCHD.
Over three years, QMOM compounded at +20.95% per year against +16.39% for SCHD; over five years the annualized figures are +9.31% and +9.35% respectively. Across the full 11-year window we track, QMOM has the edge at +11.03% annualized vs +10.99%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QMOM has been the more volatile fund, with annualized monthly volatility of 21.7% compared with 14.9% 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 what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.
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 3.00% for SCHD.
Holdings Overlap
2.1% of QMOM's money is in holdings SCHD also owns. 0.4% of SCHD's money is in holdings QMOM also owns.
QMOM and SCHD share little of their money.
1 positions in common, counted across the 50 positions we hold weights for in QMOM and 99 in SCHD, against full books of 121 and 206.
What only one of them owns
Our book lists 97 positions for SCHD that do not appear in our book for QMOM (99.5% of the fund), and 44 for QMOM that do not appear in SCHD (89.5%).
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.
Top Shared Holdings
| Stock | Weight in QMOM | Weight in SCHD | Difference |
|---|---|---|---|
| DINOHollyfrontier | 2.09% | 0.41% | 1.68% |
You are not choosing between two funds in isolation.
Whichever of QMOM 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, QMOM or SCHD?
QMOM has an expense ratio of 0.28% while SCHD charges 0.06%. SCHD is the cheaper option, by $22 a year on a $10,000 investment.
Which performed better, QMOM or SCHD?
Over the past year QMOM returned +13.70% vs +26.24% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (11 years), QMOM annualized +11.03% vs +10.99% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QMOM or SCHD?
QMOM has been the more volatile fund at 21.7% annualized versus 14.9% 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 0.65, 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 QMOM and SCHD?
2.1% of QMOM's money is in holdings SCHD also owns. 0.4% of SCHD's is in holdings QMOM also owns. They hold 1 positions in common, counted across the 50 positions we hold weights for in QMOM and 99 in SCHD.
Which pays a higher dividend, QMOM or SCHD?
QMOM yields 0.48% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than QMOM?
SCHD has a lower expense ratio. QMOM led over 3Y and the full window, SCHD over 1Y and 5Y. QMOM is less concentrated, with 22.6% 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.