QUP vs SCHD
DailyDelta Q100 Upside Option Strategy ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | QUP | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.35% | 0.06% | |
| AUM | $392,458.08 | $103.7B | |
| Dividend Yield | 0.65% | 3.31% | |
| Holdings | 4 | 104 | |
| YTD Return | +56.98% | +25.58% | |
| 1Y Return | - | +31.06% | |
| 3Y Return (annualized) | - | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -31.6% | -33.4% | |
| Fund Family | Daily Delta | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Mar 10, 2025 | Oct 20, 2011 |
QUP vs SCHD Performance
DailyDelta Q100 Upside Option Strategy ETF (QUP) is a ETF from Daily Delta and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, QUP is up 56.98% versus a gain of 25.58% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -31.6% for QUP and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
QUP charges 1.35% per year while SCHD charges 0.06%. On a $10,000 position that is $135 vs $6 annually, a gap of $129 per year that compounds over a long holding period. On income, QUP currently yields 0.65% against 3.31% for SCHD.
Holdings Overlap
QUP 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, QUP or SCHD?
QUP has an expense ratio of 1.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $129 per year of difference.
What is the holdings overlap between QUP and SCHD?
QUP and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, QUP or SCHD?
QUP yields 0.65% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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