QQQP vs SCHD
Tradr 2X Long Innovation 100 Quarterly ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. QQQP delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | QQQP | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.06% | |
| AUM | $17M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 9 | 104 | |
| YTD Return | +31.13% | +26.21% | |
| 1Y Return | +42.27% | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 37.7% | 13.6% | |
| Max Drawdown | -42.5% | -33.4% | |
| Fund Family | Tradr ETFs | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Sep 30, 2024 | Oct 20, 2011 |
QQQP vs SCHD Performance
Tradr 2X Long Innovation 100 Quarterly ETF (QQQP) is a ETF from Tradr ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year QQQP returned +42.27% while SCHD returned +29.99%. Year to date, QQQP is up 31.13% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
QQQP has been the more volatile fund, with annualized monthly volatility of 37.7% 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 -42.5% for QQQP 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 0.09. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQP charges 0.95% per year while SCHD charges 0.06%. On a $10,000 position that is $95 vs $6 annually, a gap of $89 per year that compounds over a long holding period. On income, QQQP currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
QQQP and SCHD share 0 holdings out of 101 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, QQQP or SCHD?
QQQP has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $89 per year of difference.
Which performed better, QQQP or SCHD?
Over the past year QQQP returned +42.27% vs +29.99% for SCHD, so QQQP leads on 1-year performance. Over the longest common window we track (2 years), QQQP annualized +40.43% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, QQQP or SCHD?
QQQP has been the more volatile fund at 37.7% annualized versus 13.6% for SCHD. Worst drawdown: QQQP -42.5% vs SCHD -33.4%.
Should I hold both QQQP and SCHD?
QQQP and SCHD have a monthly-return correlation of 0.09, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQP and SCHD?
QQQP and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, QQQP or SCHD?
QQQP yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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