QNXT vs SCHD
iShares Nasdaq-100 ex Top 30 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 100 holdings.
Side-by-Side Comparison
| Metric | QNXT | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.06% | |
| AUM | $28M | $103.7B | |
| Dividend Yield | 0.66% | 3.31% | |
| Holdings | 75 | 104 | |
| YTD Return | +18.31% | +26.21% | |
| 1Y Return | +22.91% | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 16.1% | 13.6% | |
| Max Drawdown | -22.1% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 23, 2024 | Oct 20, 2011 |
QNXT vs SCHD Performance
iShares Nasdaq-100 ex Top 30 ETF (QNXT) is a ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year QNXT returned +22.91% while SCHD returned +29.99%. Year to date, QNXT is up 18.31% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
QNXT has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 13.6% 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 -22.1% for QNXT 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 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QNXT charges 0.20% per year while SCHD charges 0.06%. On a $10,000 position that is $20 vs $6 annually, a gap of $14 per year that compounds over a long holding period. On income, QNXT currently yields 0.66% against 3.31% for SCHD.
Holdings Overlap
QNXT and SCHD share 5 holdings out of 167 unique holdings combined, representing a 8.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QNXT or SCHD?
QNXT has an expense ratio of 0.20% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, QNXT or SCHD?
Over the past year QNXT returned +22.91% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), QNXT annualized +17.20% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, QNXT or SCHD?
QNXT has been the more volatile fund at 16.1% annualized versus 13.6% for SCHD. Worst drawdown: QNXT -22.1% vs SCHD -33.4%.
Should I hold both QNXT and SCHD?
QNXT and SCHD have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QNXT and SCHD?
QNXT and SCHD share 5 common holdings with a 8.6% weight overlap. Combined, they hold 167 unique securities.
Which pays a higher dividend, QNXT or SCHD?
QNXT yields 0.66% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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