QPX vs SCHD
Advisorshares Q Dynamic Growth 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 | QPX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.74% | 0.06% | |
| AUM | $31M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 9 | 104 | |
| YTD Return | +10.62% | +25.62% | |
| 1Y Return | +23.75% | +32.62% | |
| 3Y Return (annualized) | +19.91% | +15.58% | |
| 5Y Return (annualized) | +11.51% | +9.63% | |
| Volatility (annualized) | 17.4% | 13.6% | |
| Max Drawdown | -34.7% | -33.4% | |
| Fund Family | Advisor Shares | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 28, 2020 | Oct 20, 2011 |
QPX vs SCHD Performance
Advisorshares Q Dynamic Growth ETF (QPX) is a ETF from Advisor Shares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year QPX returned +23.75% while SCHD returned +32.62%. Year to date, QPX is up 10.62% versus a gain of 25.62% for SCHD.
Over three years, QPX compounded at +19.91% per year against +15.58% for SCHD; over five years the annualized figures are +11.51% and +9.63% respectively. Across the full 6-year window we track, QPX has the edge at +12.94% annualized vs +11.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QPX has been the more volatile fund, with annualized monthly volatility of 17.4% 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 -34.7% for QPX 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QPX charges 1.74% per year while SCHD charges 0.06%. On a $10,000 position that is $174 vs $6 annually, a gap of $168 per year that compounds over a long holding period. On income, QPX currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
QPX and SCHD share 0 holdings out of 106 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QPX or SCHD?
QPX has an expense ratio of 1.74% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $168 per year of difference.
Which performed better, QPX or SCHD?
Over the past year QPX returned +23.75% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), QPX annualized +12.94% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, QPX or SCHD?
QPX has been the more volatile fund at 17.4% annualized versus 13.6% for SCHD. Worst drawdown: QPX -34.7% vs SCHD -33.4%.
Should I hold both QPX and SCHD?
QPX and SCHD have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QPX and SCHD?
QPX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.
Which pays a higher dividend, QPX or SCHD?
QPX yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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