SCHD vs SQS

SCHD vs SQS

Which is better, SCHD or SQS?

Large Cap Value against Large Cap Blend.

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 55.4%.

Lower Fees: SCHDLess Concentrated: 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

MetricSCHDSQS
Expense Ratio0.06%Best0.80%
AUM$112.1B$1.4B
Dividend Yield3.00%0.00%
Holdings10337
YTD Return+24.96%Best+11.14%
1Y Return+28.75%-
3Y Return (annualized)+15.71%-
5Y Return (annualized)+9.86%-
Top 10 Weight41.8%Best55.4%
Fund FamilyCharles Schwab Asset ManagementSapient Capital, LLC
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 20, 2011Mar 13, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

SCHD vs SQS 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 SQS Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Sapient Quality Select ETF (SQS) is an ETF from Sapient Capital, LLC. Year to date, SCHD is up 24.96% versus a gain of 11.14% for SQS.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while SQS charges 0.80%. On a $10,000 position that is $6 vs $80 annually, a gap of $74 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.00% for SQS.

Holdings Overlap

SCHD already in SQS4.0%
SQS already in SCHD1.7%

4.0% of SCHD's money is in holdings SQS also owns. 1.7% of SQS's money is in holdings SCHD also owns.

SCHD and SQS share little of their money.

1 positions in common, counted across the 100 positions we hold weights for in SCHD and 36 in SQS, against full books of 103 and 37.

What only one of them owns

Our book lists 33 positions for SQS that do not appear in our book for SCHD (95.0% of the fund), and 98 for SCHD that do not appear in SQS (95.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SCHDWeight in SQSDifference
CVXChevron Corp.4.02%1.72%2.30%

You are not choosing between two funds in isolation.

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

SCHDSQS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or SQS?

SCHD has an expense ratio of 0.06% while SQS charges 0.80%. SCHD is the cheaper option, by $74 a year on a $10,000 investment.

What is the holdings overlap between SCHD and SQS?

4.0% of SCHD's money is in holdings SQS also owns. 1.7% of SQS's is in holdings SCHD also owns. They hold 1 positions in common, counted across the 100 positions we hold weights for in SCHD and 36 in SQS.

Which pays a higher dividend, SCHD or SQS?

SCHD yields 3.00% while SQS yields 0.00%, so SCHD currently pays the higher dividend yield.

Is SQS better than SCHD?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 55.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.