SCHD vs WQTM

SCHD vs WQTM

Which is better, SCHD or WQTM?

Large Cap Value against Large Cap Growth.

SCHD has a lower expense ratio. SCHD led over 1Y. WQTM is less concentrated, with 40.4% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDHigher Returns (1Y): SCHDLess Concentrated: WQTM

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

MetricSCHDWQTM
Expense Ratio0.06%Best0.45%
AUM$112.1B$333M
Dividend Yield3.00%0.00%
Holdings10347
YTD Return+24.59%Best+17.42%
1Y Return+28.14%Best+3.80%
3Y Return (annualized)+15.58%-
5Y Return (annualized)+9.90%-
Top 10 Weight41.8%40.4%Best
Fund FamilyCharles Schwab Asset ManagementWisdomTree Investments
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Growth
InceptionOct 20, 2011Oct 9, 2025

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

SCHD vs WQTM 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 WQTM Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and WisdomTree Quantum Computing Fund ETF (WQTM) is an ETF from WisdomTree Investments. Over the past year SCHD returned +28.14% while WQTM returned +3.80%. Year to date, SCHD is up 24.59% versus a gain of 17.42% for WQTM.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while WQTM charges 0.45%. On a $10,000 position that is $6 vs $45 annually, a gap of $39 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.00% for WQTM.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 46 in WQTM, totalling 100.0% and 99.8% 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 46 in WQTM, against full books of 103 and 47.

What only one of them owns

Our book lists 31 positions for WQTM that do not appear in our book for SCHD (72.4% of the fund), and 99 for SCHD that do not appear in WQTM (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 WQTM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDWQTM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or WQTM?

SCHD has an expense ratio of 0.06% while WQTM charges 0.45%. SCHD is the cheaper option, by $39 a year on a $10,000 investment.

Which performed better, SCHD or WQTM?

Over the past year SCHD returned +28.14% vs +3.80% for WQTM, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, SCHD or WQTM?

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

Is WQTM better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y. WQTM is less concentrated, with 40.4% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.