QQJG vs SCHD
Invesco ESG NASDAQ Next Gen 100 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 | QQJG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.06% | |
| AUM | $7M | $103.7B | |
| Dividend Yield | 0.69% | 3.31% | |
| Holdings | 84 | 104 | |
| YTD Return | -11.31% | +26.21% | |
| 1Y Return | +3.29% | +29.99% | |
| 3Y Return (annualized) | +10.04% | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 19.2% | 13.6% | |
| Max Drawdown | -36.8% | -33.4% | |
| Fund Family | Invesco (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 27, 2021 | Oct 20, 2011 |
QQJG vs SCHD Performance
Invesco ESG NASDAQ Next Gen 100 ETF (QQJG) is a ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year QQJG returned +3.29% while SCHD returned +29.99%. Year to date, QQJG is down 11.31% versus a gain of 26.21% for SCHD.
Over three years, QQJG compounded at +10.04% per year against +15.73% for SCHD. Across the full 4-year window we track, SCHD has the edge at +11.50% annualized vs +0.79%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQJG has been the more volatile fund, with annualized monthly volatility of 19.2% 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 -36.8% for QQJG 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQJG 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, QQJG currently yields 0.69% against 3.31% for SCHD.
Holdings Overlap
QQJG and SCHD share 1 holdings out of 188 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in QQJG | Weight in SCHD | Difference |
|---|---|---|---|
| SWKS | 0.53% | 0.24% | 0.29% |
Frequently Asked Questions
Which is cheaper, QQJG or SCHD?
QQJG 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, QQJG or SCHD?
Over the past year QQJG returned +3.29% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), QQJG annualized +0.79% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, QQJG or SCHD?
QQJG has been the more volatile fund at 19.2% annualized versus 13.6% for SCHD. Worst drawdown: QQJG -36.8% vs SCHD -33.4%.
Should I hold both QQJG and SCHD?
QQJG and SCHD have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQJG and SCHD?
QQJG and SCHD share 1 common holdings with a 0.2% weight overlap. Combined, they hold 188 unique securities.
Which pays a higher dividend, QQJG or SCHD?
QQJG yields 0.69% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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