QQQA vs SCHD
ProShares Nasdaq-100 Dorsey Wright Momentum ETF vs Schwab US Dividend Equity ETF
Which is better, QQQA or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. QQQA led over 1Y, 3Y and the full window, SCHD over 5Y.
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 | QQQA | SCHD |
|---|---|---|
| Expense Ratio | 0.58% | 0.06%Best |
| AUM | $54M | $112.2B |
| Dividend Yield | 0.03% | 3.13% |
| Holdings | 21 | 103 |
| YTD Return | +36.45%Best | +26.13% |
| 1Y Return | +52.94%Best | +30.01% |
| 3Y Return (annualized) | +24.55%Best | +16.09% |
| 5Y Return (annualized) | +8.76% | +9.95%Best |
| Volatility (annualized) | 26.6% | 14.5%Best |
| Max Drawdown | -38.4% | -16.9%Best |
| $10,000 over 5 years | $15,218 | $16,069Best |
| Fund Family | ProShares | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | May 18, 2021 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 20, 2021 to Sep 8, 2026 (5.3 years).
QQQA 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 5.3 years both funds cover.
QQQA vs SCHD Performance
ProShares Nasdaq-100 Dorsey Wright Momentum ETF (QQQA) is an ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year QQQA returned +52.94% while SCHD returned +30.01%. Year to date, QQQA is up 36.45% versus a gain of 26.13% for SCHD.
Over three years, QQQA compounded at +24.55% per year against +16.09% for SCHD; over five years the annualized figures are +8.76% and +9.95% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQA has been the more volatile fund, with annualized monthly volatility of 26.6% compared with 14.5% 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 -38.4% for QQQA and -16.9% 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 0.38. They move together some of the time, and apart the rest.
Fees and Cost Over Time
QQQA charges 0.58% per year while SCHD charges 0.06%. On a $10,000 position that is $58 vs $6 annually, a gap of $52 per year that compounds over a long holding period. On income, QQQA currently yields 0.03% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 21 holdings in QQQA and 100 in SCHD, totalling 124.6% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 21 positions we hold weights for in QQQA and 100 in SCHD, against full books of 21 and 103.
You are not choosing between two funds in isolation.
Whichever of QQQA 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, QQQA or SCHD?
QQQA has an expense ratio of 0.58% while SCHD charges 0.06%. SCHD is the cheaper option, by $52 a year on a $10,000 investment.
Which performed better, QQQA or SCHD?
Over the past year QQQA returned +52.94% vs +30.01% for SCHD, so QQQA leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQA or SCHD?
QQQA has been the more volatile fund at 26.6% annualized versus 14.5% for SCHD. Worst drawdown: QQQA -38.4% vs SCHD -16.9%.
Should I hold both QQQA and SCHD?
QQQA and SCHD have a monthly-return correlation of 0.38, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, QQQA or SCHD?
QQQA yields 0.03% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than QQQA?
SCHD has a lower expense ratio. QQQA led over 1Y, 3Y and the full window, SCHD over 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.