SCHD vs SQBR
Schwab US Dividend Equity ETF vs FT Vest US Equity Quarterly 20 Barrier ETF
Which is better, SCHD or SQBR?
SCHD costs less.
SCHD has a lower expense ratio.
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 | SCHD | SQBR |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.85% |
| AUM | $124.4B | $2M |
| Dividend Yield | 2.96% | 0.00% |
| Holdings | 102 | - |
| YTD Return | +33.46%Best | -0.16% |
| 1Y Return | +37.35% | - |
| 3Y Return (annualized) | +19.54% | - |
| 5Y Return (annualized) | +10.35% | - |
| Fund Family | Charles Schwab Asset Management | First Trust Portfolios (US) |
| Category | Equity | Alternative |
| Style | Large Cap Value | - |
| Inception | Oct 20, 2011 | Oct 16, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
SCHD vs SQBR 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
SCHD vs SQBR Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and FT Vest US Equity Quarterly 20 Barrier ETF (SQBR) is an ETF from First Trust Portfolios (US). Year to date, SCHD is up 33.46% versus a loss of 0.16% for SQBR.
Past performance does not guarantee future results.
Fees and Cost Over Time
SCHD charges 0.06% per year while SQBR charges 0.85%. On a $10,000 position that is $6 vs $85 annually, a gap of $79 per year that compounds over a long holding period. On income, SCHD currently yields 2.96% against 0.00% for SQBR.
You are not choosing between two funds in isolation.
Whichever of SCHD and SQBR 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, SCHD or SQBR?
SCHD has an expense ratio of 0.06% while SQBR charges 0.85%. SCHD is the cheaper option, by $79 a year on a $10,000 investment.
Which pays a higher dividend, SCHD or SQBR?
SCHD yields 2.96% while SQBR yields 0.00%, so SCHD currently pays the higher dividend yield.
Is SQBR 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.