QUVU vs SCHD
Hartford Quality Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | QUVU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.06% | |
| AUM | $174M | $108.7B | |
| Dividend Yield | 1.87% | 3.13% | |
| Holdings | 72 | 104 | |
| YTD Return | +4.78% | +26.50% | |
| 1Y Return | +18.74% | +31.25% | |
| 3Y Return (annualized) | - | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | 11.6% | 13.6% | |
| Max Drawdown | -13.1% | -33.4% | |
| Fund Family | Hartford Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 13, 2023 | Oct 20, 2011 |
QUVU vs SCHD Performance
Hartford Quality Value ETF (QUVU) is a ETF from Hartford Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year QUVU returned +18.74% while SCHD returned +31.25%. Year to date, QUVU is up 4.78% versus a gain of 26.50% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 11.6% for QUVU. 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 -13.1% for QUVU 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QUVU charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, QUVU currently yields 1.87% against 3.13% for SCHD.
Holdings Overlap
QUVU and SCHD share 6 holdings out of 164 unique holdings combined, representing a 10.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QUVU or SCHD?
QUVU has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, QUVU or SCHD?
Over the past year QUVU returned +18.74% vs +31.25% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), QUVU annualized +11.44% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, QUVU or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 11.6% for QUVU. Worst drawdown: QUVU -13.1% vs SCHD -33.4%.
Should I hold both QUVU and SCHD?
QUVU and SCHD have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QUVU and SCHD?
QUVU and SCHD share 6 common holdings with a 10.3% weight overlap. Combined, they hold 164 unique securities.
Which pays a higher dividend, QUVU or SCHD?
QUVU yields 1.87% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.