QSIX vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. QSIX offers more diversification with 103 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: QSIX

Side-by-Side Comparison

MetricQSIXSCHDWinner
Expense Ratio0.60%0.06%
AUM$18M$103.7B
Dividend Yield3.51%3.31%
Holdings106104
YTD Return+15.77%+25.62%
1Y Return+23.41%+32.62%
3Y Return (annualized)-+15.58%
5Y Return (annualized)-+9.63%
Volatility (annualized)17.1%13.6%
Max Drawdown-19.5%-33.4%
Fund FamilyPacer ETFsCharles Schwab Asset Management
CategoryEquityEquity
InceptionSep 23, 2024Oct 20, 2011

QSIX vs SCHD Performance

Pacer Metaurus Nasdaq-100 Dividend Multiplier 600 ETF (QSIX) is a ETF from Pacer ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year QSIX returned +23.41% while SCHD returned +32.62%. Year to date, QSIX is up 15.77% versus a gain of 25.62% for SCHD.

Risk: Volatility and Drawdowns

QSIX has been the more volatile fund, with annualized monthly volatility of 17.1% 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 -19.5% for QSIX 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 0.07. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QSIX charges 0.60% per year while SCHD charges 0.06%. On a $10,000 position that is $60 vs $6 annually, a gap of $54 per year that compounds over a long holding period. On income, QSIX currently yields 3.51% against 3.31% for SCHD.

Holdings Overlap

4.7%overlap

QSIX and SCHD share 8 holdings out of 195 unique holdings combined, representing a 4.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QSIXWeight in SCHDDifference
AMGN0.83%4.25%3.42%
TXN1.10%3.70%2.60%
PEP0.81%3.72%2.91%
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CMCSAProProPro
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Frequently Asked Questions

Which is cheaper, QSIX or SCHD?

QSIX has an expense ratio of 0.60% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $54 per year of difference.

Which performed better, QSIX or SCHD?

Over the past year QSIX returned +23.41% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), QSIX annualized +22.69% vs +11.47% for SCHD. Past performance does not guarantee future results.

Which is riskier, QSIX or SCHD?

QSIX has been the more volatile fund at 17.1% annualized versus 13.6% for SCHD. Worst drawdown: QSIX -19.5% vs SCHD -33.4%.

Should I hold both QSIX and SCHD?

QSIX and SCHD have a monthly-return correlation of 0.07, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QSIX and SCHD?

QSIX and SCHD share 8 common holdings with a 4.7% weight overlap. Combined, they hold 195 unique securities.

Which pays a higher dividend, QSIX or SCHD?

QSIX yields 3.51% while SCHD yields 3.31%, so QSIX currently pays the higher dividend yield.

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