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by klos ✦

QQQ vs SCHD

Invesco QQQ Trust vs Schwab U.S. Dividend Equity ETF

Buy QQQ if…

  • You prefer higher liquidity and trading volume
  • You prioritize historical performance
  • You want stronger recent performance
  • You value a longer track record

Buy SCHD if…

  • You want lower costs (0.06% vs 0.20%)
  • You want higher dividend income (+3.79%)
Type
ETF
ETF
Issuer
Invesco
Schwab ETFs
Holdings
100
97
Index
NASDAQ 100
Dow Jones U.S. Large-Cap Growth
AUM
$403B
$71B
Inception
1999
2011

Key Metrics

Expense Ratio
0.20%
0.06%
Dividend Yield
+0.47%
+3.79%
Daily Liquidity
61.01M
17.65M
Risk (β)
1.10
0.79

Cost Calculator

$
%
QQQ Fees
$0
SCHD Fees
$0

Annualized Returns

YTD
+22.37%
+3.40%
1 Year
+21.36%
-3.04%
3 Years
+29.40%
+5.13%
5 Years
+16.11%
+8.91%
10 Years
+19.34%
+11.30%

Top 10 Holdings

NVIDIA Corporation
9.33%
Merck & Company Inc
4.97%
Apple Inc
8.78%
Amgen Inc
4.86%
Microsoft Corporation
7.69%
Cisco Systems Inc
4.50%
Broadcom Inc
6.59%
AbbVie Inc
4.30%
Amazon.com Inc
5.21%
The Coca-Cola Company
4.23%
Alphabet Inc Class A
3.97%
Bristol-Myers Squibb Company
4.03%
Alphabet Inc Class C
3.71%
PepsiCo Inc
3.98%
Tesla Inc
3.31%
Chevron Corp
3.78%
Meta Platforms Inc.
2.93%
Lockheed Martin Corporation
3.75%
Netflix Inc
2.36%
Verizon Communications Inc
3.74%

Related Comparisons

Compare QQQ to:

Compare SCHD to:

QQQ

To maintain the correspondence between the composition and weights of the securities in the trust (the securities) and the stocks in the NASDAQ-100 Index®, the adviser adjusts the securities from time to time to conform to periodic changes in the identity and/or relative weights of index securities. The composition and weighting of the securities portion of a portfolio deposit are also adjusted to conform to changes in the index.

SCHD

To pursue its goal, the fund generally invests in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The fund will invest at least 90% of its net assets in these stocks.

Sector Breakdown

QQQ SCHD