Performance
SCHD vs. QQQ - Performance Comparison
In the year-to-date period, SCHD achieves a 3.36% return, which is significantly lower than QQQ's 13.30% return. Over the past 10 years, SCHD has underperformed QQQ with an annualized return of 10.84%, while QQQ has yielded a comparatively higher 18.46% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
SCHD
QQQ
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SCHD vs. QQQ - Expense Ratio Comparison
SCHD has a 0.06% expense ratio, which is lower than QQQ's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SCHD vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US Dividend Equity ETF (SCHD) and Invesco QQQ (QQQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
SCHD vs. QQQ - Sharpe Ratio Comparison
The current SCHD Sharpe Ratio is 1.26, which is lower than the QQQ Sharpe Ratio of 1.98. The chart below compares the 12-month rolling Sharpe Ratio of SCHD and QQQ.
SCHD
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Dividends
SCHD vs. QQQ - Dividend Comparison
SCHD's dividend yield for the trailing twelve months is around 3.42%, more than QQQ's 0.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD Schwab US Dividend Equity ETF | 3.42% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
QQQ Invesco QQQ | 0.57% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
Drawdowns
SCHD vs. QQQ - Drawdown Comparison
The maximum SCHD drawdown since its inception was -33.37%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for SCHD and QQQ. For additional features, visit the drawdowns tool.
SCHD
QQQ
Volatility
SCHD vs. QQQ - Volatility Comparison
Schwab US Dividend Equity ETF (SCHD) has a higher volatility of 3.43% compared to Invesco QQQ (QQQ) at 3.17%. This indicates that SCHD's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
SCHD
QQQ
