SCHD vs STBQ

SCHD vs STBQ

Which is better, SCHD or STBQ?

Large Cap Value against Multi Alternative.

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 59.4%.

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

MetricSCHDSTBQ
Expense Ratio0.06%Best0.69%
AUM$112.2B$2M
Dividend Yield3.13%0.00%
Holdings10331
YTD Return+27.56%Best-7.39%
1Y Return+30.29%-
3Y Return (annualized)+16.37%-
5Y Return (annualized)+10.23%-
Top 10 Weight41.5%Best59.4%
Fund FamilyCharles Schwab Asset ManagementAmplify ETFs
CategoryEquityAlternative
StyleLarge Cap ValueMulti Alternative
InceptionOct 20, 2011Dec 23, 2025

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

SCHD vs STBQ 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 STBQ Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Amplify Stablecoin Technology Leaders ETF (STBQ) is an ETF from Amplify ETFs. Year to date, SCHD is up 27.56% versus a loss of 7.39% for STBQ.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while STBQ charges 0.69%. On a $10,000 position that is $6 vs $69 annually, a gap of $63 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.00% for STBQ.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 29 in STBQ, totalling 100.0% 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 100 positions we hold weights for in SCHD and 29 in STBQ, against full books of 103 and 31.

What only one of them owns

Our book lists 22 positions for STBQ that do not appear in our book for SCHD (85.1% of the fund), and 99 for SCHD that do not appear in STBQ (99.9%).

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.

You are not choosing between two funds in isolation.

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

SCHDSTBQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or STBQ?

SCHD has an expense ratio of 0.06% while STBQ charges 0.69%. SCHD is the cheaper option, by $63 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or STBQ?

SCHD yields 3.13% while STBQ yields 0.00%, so SCHD currently pays the higher dividend yield.

Is STBQ better than SCHD?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 59.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.