QXQ vs SCHD
SGI Enhanced Nasdaq-100 ETF vs Schwab US Dividend Equity ETF
Which is better, QXQ or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. QXQ led over the full window, SCHD over 1Y.
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
| Metric | QXQ | SCHD |
|---|---|---|
| Expense Ratio | 0.98% | 0.06%Best |
| AUM | $85M | $108.9B |
| Dividend Yield | 15.38% | 3.00% |
| Holdings | 32 | 206 |
| YTD Return | +22.83%Best | +22.08% |
| 1Y Return | +24.53% | +26.66%Best |
| 3Y Return (annualized) | - | +16.06% |
| 5Y Return (annualized) | - | +9.39% |
| Volatility (annualized) | 18.1% | 13.8%Best |
| Max Drawdown | -22.5% | -16.1%Best |
| $10,000 over 2.2 years | $17,403Best | $13,652 |
| Fund Family | Summit Global Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jun 14, 2024 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Aug 5, 2024 to Oct 9, 2026 (2.2 years).
QXQ vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.2 years both funds cover.
QXQ vs SCHD Performance
SGI Enhanced Nasdaq-100 ETF (QXQ) is an ETF from Summit Global Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year QXQ returned +24.53% while SCHD returned +26.66%. Year to date, QXQ is up 22.83% versus a gain of 22.08% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QXQ has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 13.8% 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 -22.5% for QXQ and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.11. They move largely independently of each other.
Fees and Cost Over Time
QXQ charges 0.98% per year while SCHD charges 0.06%. On a $10,000 position that is $98 vs $6 annually, a gap of $92 per year that compounds over a long holding period. On income, QXQ currently yields 15.38% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 2 holdings in QXQ and 99 in SCHD, totalling 1.6% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in QXQ and 99 in SCHD, against full books of 32 and 206.
You are not choosing between two funds in isolation.
Whichever of QXQ and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QXQ or SCHD?
QXQ has an expense ratio of 0.98% while SCHD charges 0.06%. SCHD is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, QXQ or SCHD?
Over the past year QXQ returned +24.53% vs +26.66% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), QXQ annualized +28.64% vs +15.20% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QXQ or SCHD?
QXQ has been the more volatile fund at 18.1% annualized versus 13.8% for SCHD. Worst drawdown: QXQ -22.5% vs SCHD -16.1%.
Should I hold both QXQ and SCHD?
QXQ and SCHD have a monthly-return correlation of 0.11, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, QXQ or SCHD?
QXQ yields 15.38% while SCHD yields 3.00%, so QXQ currently pays the higher dividend yield.
Is SCHD better than QXQ?
SCHD has a lower expense ratio. QXQ led over the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.