SCHD vs SMQ

SCHD vs SMQ

Which is better, SCHD or SMQ?

Large Cap Value against Trading-Inverse Equity.

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

MetricSCHDSMQ
Expense Ratio0.06%Best1.50%
AUM$112.1B$782,584.52
Dividend Yield3.00%0.30%
Holdings1034
Fund FamilyCharles Schwab Asset ManagementTradr ETFs
CategoryEquityAlternative
StyleLarge Cap ValueTrading-Inverse Equity
InceptionOct 20, 2011Nov 28, 2025

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 91 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SCHD has data through Sep 10, 2026 and SMQ through Jun 11, 2026.

Fees and Cost Over Time

SCHD charges 0.06% per year while SMQ charges 1.50%. On a $10,000 position that is $6 vs $150 annually, a gap of $144 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.30% for SMQ.

You are not choosing between two funds in isolation.

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

SCHDSMQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or SMQ?

SCHD has an expense ratio of 0.06% while SMQ charges 1.50%. SCHD is the cheaper option, by $144 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or SMQ?

SCHD yields 3.00% while SMQ yields 0.30%, so SCHD currently pays the higher dividend yield.

Is SMQ better than SCHD?

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