QQHG vs SCHD
Invesco QQQ Hedged Advantage ETF vs Schwab US Dividend Equity ETF
Which is better, QQHG or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 49.7%.
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 | QQHG | SCHD |
|---|---|---|
| Expense Ratio | 0.45% | 0.06%Best |
| AUM | $13M | $112.1B |
| Dividend Yield | 0.26% | 3.00% |
| Holdings | 248 | 103 |
| YTD Return | +10.64% | +25.07%Best |
| 1Y Return | +15.25% | +27.61%Best |
| 3Y Return (annualized) | - | +15.74% |
| 5Y Return (annualized) | - | +9.89% |
| Volatility (annualized) | 10.6%Best | 12.3% |
| Max Drawdown | -6.2% | -4.6%Best |
| $10,000 over 1.3 years | $13,204 | $13,771Best |
| Top 10 Weight | 49.7% | 41.8%Best |
| Fund Family | Invesco (US) | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 7, 2025 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: May 7, 2025 to Sep 11, 2026 (1.3 years).
QQHG 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 1.3 years both funds cover.
QQHG vs SCHD Performance
Invesco QQQ Hedged Advantage ETF (QQHG) is an ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year QQHG returned +15.25% while SCHD returned +27.61%. Year to date, QQHG is up 10.64% versus a gain of 25.07% 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 12.3% compared with 10.6% for QQHG. 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 -6.2% for QQHG and -4.6% 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 -0.07. They move largely independently of each other.
Fees and Cost Over Time
QQHG charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, QQHG currently yields 0.26% against 3.00% for SCHD.
Holdings Overlap
4.8% of QQHG's money is in holdings SCHD also owns. 42.0% of SCHD's money is in holdings QQHG also owns.
The two portfolios partly overlap.
14 positions in common, counted across the 221 positions we hold weights for in QQHG and 100 in SCHD, against full books of 248 and 103.
What only one of them owns
Our book lists 85 positions for SCHD that do not appear in our book for QQHG (57.9% of the fund), and 202 for QQHG that do not appear in SCHD (90.6%).
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 QQHG | Weight in SCHD | Difference |
|---|---|---|---|
| KOCoca Cola Co. | 1.09% | 4.17% | 3.08% |
| ABTAbbott Laboratories | 0.22% | 4.69% | 4.47% |
| MRKMerck & Co. Inc. | 0.14% | 4.77% | 4.63% |
| VZVerizon Communications, Inc. | 0.93% | 3.97% | 3.04% |
| PGProcter & Gamble Company | 0.48% | 3.83% | 3.35% |
| HDHome Depot Inc/The | 0.36% | 3.88% | 3.52% |
| CVXChevron Corp. | 0.20% | 4.02% | 3.82% |
| UNHUnitedhealth Group Inc. | 0.15% | 3.82% | 3.67% |
| ACNAccenture Plc | 0.30% | 2.84% | 2.54% |
| MOAltria Group Inc. | 0.21% | 2.79% | 2.58% |
42.0% of SCHD is already inside QQHG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QQHG or SCHD?
QQHG has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option, by $39 a year on a $10,000 investment.
Which performed better, QQHG or SCHD?
Over the past year QQHG returned +15.25% vs +27.61% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), QQHG annualized +23.84% vs +27.91% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQHG or SCHD?
SCHD has been the more volatile fund at 12.3% annualized versus 10.6% for QQHG. Worst drawdown: QQHG -6.2% vs SCHD -4.6%.
Should I hold both QQHG and SCHD?
QQHG and SCHD have a monthly-return correlation of -0.07, 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 QQHG and SCHD?
42.0% of SCHD's money is in holdings QQHG also owns. 42.0% of SCHD's is in holdings QQHG also owns. They hold 14 positions in common, counted across the 221 positions we hold weights for in QQHG and 100 in SCHD.
Which pays a higher dividend, QQHG or SCHD?
QQHG yields 0.26% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than QQHG?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 49.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.