QUP vs SCHD

QUP vs SCHD

Which is better, QUP or SCHD?

Multi Alternative against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricQUPSCHD
Expense Ratio1.35%0.06%Best
AUM$392,458.08$112.1B
Dividend Yield0.65%3.00%
Holdings4103
Fund FamilyDaily DeltaCharles Schwab Asset Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionMar 10, 2025Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 297 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. QUP has data through Dec 1, 2025 and SCHD through Sep 24, 2026.

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 3.00% for SCHD.

Holdings Overlap

We hold position weights for 1 holding in QUP and 100 in SCHD, totalling 2.3% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 335 days apart, QUP as of Sep 30, 2025 and SCHD as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 1 positions we hold weights for in QUP and 100 in SCHD, against full books of 4 and 103.

You are not choosing between two funds in isolation.

Whichever of QUP and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QUPSCHD

Free for up to 10 holdings. No account needed.

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, by $129 a year on a $10,000 investment.

Which pays a higher dividend, QUP or SCHD?

QUP yields 0.65% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than QUP?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.