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by klos ✦

QQQE vs SCHD

Direxion NASDAQ-100 Equal Weighted Index Shares vs Schwab U.S. Dividend Equity ETF

Buy QQQE if…

  • You want stronger recent performance

Buy SCHD if…

  • You want lower costs (0.06% vs 0.35%)
  • You prefer higher liquidity and trading volume
  • You want higher dividend income (+3.79%)
  • You prioritize historical performance
Type
ETF
ETF
Issuer
Direxion Funds
Schwab ETFs
Holdings
100
97
Index
Dow Jones U.S. Large-Cap Growth
AUM
$1B
$71B
Inception
2012
2011

Key Metrics

Expense Ratio
0.35%
0.06%
Dividend Yield
+0.58%
+3.79%
Daily Liquidity
254.4K
17.65M
Risk (β)
1.08
0.79

Cost Calculator

$
%
QQQE Fees
$0
SCHD Fees
$0

Annualized Returns

YTD
+14.97%
+3.40%
1 Year
+8.43%
-3.04%
3 Years
+15.36%
+5.13%
5 Years
+8.74%
+8.91%
10 Years
+13.31%
+11.30%

Top 10 Holdings

Micron Technology Inc
1.41%
Merck & Company Inc
4.97%
Advanced Micro Devices Inc
1.36%
Amgen Inc
4.86%
Regeneron Pharmaceuticals Inc
1.32%
Cisco Systems Inc
4.50%
Applied Materials Inc
1.31%
AbbVie Inc
4.30%
Intuitive Surgical Inc
1.30%
The Coca-Cola Company
4.23%
Biogen Inc
1.27%
Bristol-Myers Squibb Company
4.03%
Intel Corporation
1.24%
PepsiCo Inc
3.98%
Warner Bros Discovery Inc
1.23%
Chevron Corp
3.78%
AstraZeneca PLC ADR
1.22%
Lockheed Martin Corporation
3.75%
Lam Research Corp
1.22%
Verizon Communications Inc
3.74%

Related Comparisons

Compare QQQE to:

Compare SCHD to:

QQQE

The fund, under normal circumstances, invests at least 80% of its assets in the securities that comprise the index or investments with economic characteristics similar to the securities included in the index. The index is the equal weighted version of the NASDAQ-100 Index® which includes approximately 100 of the largest domestic and international non-financial companies listed on the NASDAQ® Stock Market based on market capitalization. The fund is non-diversified.

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

QQQE SCHD