QQHG vs SCHD
QQHG vs SCHD
Invesco QQQ Hedged Advantage ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. QQHG offers more diversification with 217 holdings.
Side-by-Side Comparison
| Metric | QQHG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.06% | |
| AUM | $13M | $103.7B | |
| Dividend Yield | 0.26% | 3.31% | |
| Holdings | 265 | 104 | |
| YTD Return | +8.95% | +23.02% | |
| 1Y Return | +17.92% | +30.75% | |
| 3Y Return (annualized) | - | +14.89% | |
| 5Y Return (annualized) | - | +9.38% | |
| Volatility (annualized) | 11.0% | 13.6% | |
| Max Drawdown | -6.2% | -33.4% | |
| Fund Family | Invesco (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | May 7, 2025 | Oct 20, 2011 |
QQHG vs SCHD Performance
Invesco QQQ Hedged Advantage ETF (QQHG) is a ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year QQHG returned +17.92% while SCHD returned +30.75%. Year to date, QQHG is up 8.95% versus a gain of 23.02% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 11.0% for QQHG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -6.2% for QQHG and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at -0.07. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQHG charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, QQHG currently yields 0.26% against 3.31% for SCHD.
Holdings Overlap
QQHG and SCHD share 15 holdings out of 302 unique holdings combined, representing a 4.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in QQHG | Weight in SCHD | Difference |
|---|---|---|---|
| KO | 1.01% | 4.08% | 3.07% |
| ABT | 0.19% | 4.49% | 4.30% |
| UNH | 0.10% | 4.54% | 4.44% |
| PG | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| MO | Pro | Pro | Pro |
| 2345:TW | Pro | Pro | Pro |
See all 10 holdings QQHG shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, QQHG or SCHD?
QQHG has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, QQHG or SCHD?
Over the past year QQHG returned +17.92% vs +30.75% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), QQHG annualized +24.59% vs +11.33% for SCHD. Past performance does not guarantee future results.
Which is riskier, QQHG or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 11.0% for QQHG. Worst drawdown: QQHG -6.2% vs SCHD -33.4%.
Should I hold both QQHG and SCHD?
QQHG and SCHD have a monthly-return correlation of -0.07, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQHG and SCHD?
QQHG and SCHD share 15 common holdings with a 4.3% weight overlap. Combined, they hold 302 unique securities.
Which pays a higher dividend, QQHG or SCHD?
QQHG yields 0.26% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.