QQXL vs SCHD

QQXL vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. QQXL delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: QQXLMore Diversified: SCHD

Side-by-Side Comparison

MetricQQXLSCHDWinner
Expense Ratio0.95%0.06%
AUM$6M$108.7B
Dividend Yield0.86%3.13%
Holdings36104
YTD Return+24.88%+28.70%
1Y Return+42.92%+32.27%
3Y Return (annualized)-+17.27%
5Y Return (annualized)-+10.23%
Volatility (annualized)50.4%13.7%
Max Drawdown-27.3%-33.4%
Fund FamilyProSharesCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionAug 13, 2025Oct 20, 2011

QQXL vs SCHD Performance

ProShares Ultra QQQ Top 30 (QQXL) is a ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year QQXL returned +42.92% while SCHD returned +32.27%. Year to date, QQXL is up 24.88% versus a gain of 28.70% for SCHD.

Risk: Volatility and Drawdowns

QQXL has been the more volatile fund, with annualized monthly volatility of 50.4% compared with 13.7% 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 -27.3% for QQXL 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 -0.03. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQXL 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, QQXL currently yields 0.86% against 3.13% for SCHD.

Holdings Overlap

0.4%overlap

QQXL and SCHD share 3 holdings out of 128 unique holdings combined, representing a 0.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQXLWeight in SCHDDifference
PEP0.12%3.71%3.59%
TXN0.18%3.53%3.35%
QCOM0.13%2.55%2.42%

Frequently Asked Questions

Which is cheaper, QQXL or SCHD?

QQXL 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, QQXL or SCHD?

Over the past year QQXL returned +42.92% vs +32.27% for SCHD, so QQXL leads on 1-year performance. Over the longest common window we track (1 years), QQXL annualized +34.30% vs +11.63% for SCHD. Past performance does not guarantee future results.

Which is riskier, QQXL or SCHD?

QQXL has been the more volatile fund at 50.4% annualized versus 13.7% for SCHD. Worst drawdown: QQXL -27.3% vs SCHD -33.4%.

Should I hold both QQXL and SCHD?

QQXL and SCHD have a monthly-return correlation of -0.03, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQXL and SCHD?

QQXL and SCHD share 3 common holdings with a 0.4% weight overlap. Combined, they hold 128 unique securities.

Which pays a higher dividend, QQXL or SCHD?

QQXL yields 0.86% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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