QVOL vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricQVOLSCHDWinner
Expense Ratio0.82%0.06%
AUM$40M$103.7B
Dividend Yield1.99%3.31%
Holdings63104
YTD Return+6.36%+25.58%
1Y Return-+31.06%
3Y Return (annualized)-+15.55%
5Y Return (annualized)-+9.61%
Volatility (annualized)-13.6%
Max Drawdown-13.3%-33.4%
Fund FamilyInfraCapCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionMay 12, 2026Oct 20, 2011

QVOL vs SCHD Performance

Infrastructure Capital Nasdaq Option Income ETF (QVOL) is a ETF from InfraCap and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, QVOL is up 6.36% versus a gain of 25.58% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -13.3% for QVOL 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

QVOL charges 0.82% per year while SCHD charges 0.06%. On a $10,000 position that is $82 vs $6 annually, a gap of $76 per year that compounds over a long holding period. On income, QVOL currently yields 1.99% against 3.31% for SCHD.

Holdings Overlap

4.0%overlap

QVOL and SCHD share 4 holdings out of 159 unique holdings combined, representing a 4.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QVOLWeight in SCHDDifference
AMGN1.20%4.25%3.05%
TXN1.14%3.70%2.56%
QCOM1.28%2.72%1.44%
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Frequently Asked Questions

Which is cheaper, QVOL or SCHD?

QVOL has an expense ratio of 0.82% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

What is the holdings overlap between QVOL and SCHD?

QVOL and SCHD share 4 common holdings with a 4.0% weight overlap. Combined, they hold 159 unique securities.

Which pays a higher dividend, QVOL or SCHD?

QVOL yields 1.99% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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