SCHD vs SXQG
SCHD vs SXQG
Schwab US Dividend Equity ETF vs ETC 6 Meridian Quality Growth ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | SXQG | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.55% | |
| AUM | $103.7B | $61M | |
| Dividend Yield | 3.31% | 0.03% | |
| Holdings | 104 | 94 | |
| YTD Return | +24.26% | +2.29% | |
| 1Y Return | +31.38% | +2.79% | |
| 3Y Return (annualized) | +15.08% | +11.74% | |
| 5Y Return (annualized) | +9.72% | +4.91% | |
| Volatility (annualized) | 13.6% | 16.6% | |
| Max Drawdown | -33.4% | -34.0% | |
| Fund Family | Charles Schwab Asset Management | 6 Meridian ETF | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | May 10, 2021 |
SCHD vs SXQG Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and ETC 6 Meridian Quality Growth ETF (SXQG) is a ETF from 6 Meridian ETF. Over the past year SCHD returned +31.38% while SXQG returned +2.79%. Year to date, SCHD is up 24.26% versus a gain of 2.29% for SXQG.
Over three years, SCHD compounded at +15.08% per year against +11.74% for SXQG; over five years the annualized figures are +9.72% and +4.91% respectively. Across the full 5-year window we track, SCHD has the edge at +11.39% annualized vs +6.41%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SXQG has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 13.6% for SCHD. 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 -33.4% for SCHD and -34.0% for SXQG. 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while SXQG charges 0.55%. On a $10,000 position that is $6 vs $55 annually, a gap of $49 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.03% for SXQG.
Holdings Overlap
SCHD and SXQG share 0 holdings out of 110 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or SXQG?
SCHD has an expense ratio of 0.06% while SXQG charges 0.55%. SCHD is the cheaper option. On a $10,000 investment, that is $49 per year of difference.
Which performed better, SCHD or SXQG?
Over the past year SCHD returned +31.38% vs +2.79% for SXQG, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), SCHD annualized +11.39% vs +6.41% for SXQG. Past performance does not guarantee future results.
Which is riskier, SCHD or SXQG?
SXQG has been the more volatile fund at 16.6% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs SXQG -34.0%.
Should I hold both SCHD and SXQG?
SCHD and SXQG have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and SXQG?
SCHD and SXQG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 110 unique securities.
Which pays a higher dividend, SCHD or SXQG?
SCHD yields 3.31% while SXQG yields 0.03%, so SCHD currently pays the higher dividend yield.
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