TQQQ, SCHD
It can be better than only QLD port because it make more profit and more dividend. Yearly rebalancing is recommended.
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
SCHD Schwab US Dividend Equity ETF | Large Cap Growth Equities, Dividend | 40% |
TQQQ ProShares UltraPro QQQ | Leveraged Equities, Leveraged | 60% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in TQQQ, SCHD, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every 3 months.
The earliest data available for this chart is Oct 20, 2011, corresponding to the inception date of SCHD
Returns By Period
As of Apr 27, 2025, the TQQQ, SCHD returned -30.95% Year-To-Date and 26.46% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -6.06% | -2.95% | -4.87% | 8.34% | 13.98% | 10.15% |
| TQQQ, SCHD | -30.95% | -13.32% | -26.83% | -1.09% | 26.77% | 26.46% |
| Portfolio components: | ||||||
TQQQ ProShares UltraPro QQQ | -31.73% | -13.55% | -27.48% | -1.26% | 27.64% | 28.14% |
SCHD Schwab US Dividend Equity ETF | -5.19% | -7.50% | -7.13% | 3.21% | 12.75% | 10.34% |
Monthly Returns
The table below presents the monthly returns of TQQQ, SCHD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.46% | -9.08% | -22.57% | -6.09% | -30.95% | ||||||||
| 2024 | 3.67% | 14.15% | 2.44% | -13.98% | 17.90% | 17.86% | -7.10% | 0.55% | 5.82% | -4.05% | 14.67% | -0.81% | 56.33% |
| 2023 | 29.09% | -3.40% | 25.88% | -0.09% | 21.17% | 17.66% | 10.21% | -6.11% | -15.22% | -7.75% | 32.28% | 15.64% | 176.76% |
| 2022 | -25.06% | -14.71% | 10.60% | -36.02% | -8.80% | -26.18% | 36.30% | -15.82% | -28.96% | 8.68% | 11.95% | -24.22% | -77.12% |
| 2021 | -0.49% | -1.11% | 2.54% | 17.32% | -4.42% | 18.62% | 8.11% | 12.30% | -16.32% | 23.92% | 5.17% | 1.87% | 81.06% |
| 2020 | 7.55% | -17.28% | -36.44% | 43.43% | 17.59% | 16.83% | 21.36% | 33.80% | -18.29% | -9.82% | 33.53% | 14.57% | 103.94% |
| 2019 | 24.58% | 8.14% | 10.18% | 15.51% | -22.77% | 21.58% | 5.84% | -7.29% | 2.04% | 11.51% | 11.49% | 10.74% | 121.89% |
| 2018 | 25.46% | -6.12% | -12.53% | -0.49% | 15.63% | 2.07% | 7.33% | 16.52% | -1.41% | -25.19% | -2.37% | -25.12% | -18.41% |
| 2017 | 13.13% | 11.97% | 4.92% | 7.09% | 10.29% | -7.20% | 11.29% | 4.50% | -0.66% | 12.67% | 5.38% | 1.26% | 102.30% |
| 2016 | -18.19% | -4.77% | 18.09% | -7.89% | 10.63% | -5.93% | 18.72% | 2.44% | 4.88% | -4.14% | 1.44% | 2.54% | 12.17% |
| 2015 | -6.26% | 19.51% | -6.63% | 4.41% | 5.39% | -6.97% | 11.29% | -18.93% | -6.86% | 32.01% | 1.16% | -5.05% | 14.10% |
| 2014 | -5.91% | 12.66% | -6.10% | -1.12% | 10.52% | 7.64% | 2.04% | 13.01% | -2.30% | 5.70% | 12.21% | -6.39% | 46.45% |
Expense Ratio
TQQQ, SCHD has an expense ratio of 0.59%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TQQQ, SCHD is 11, meaning it’s performing worse than 89% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
TQQQ ProShares UltraPro QQQ | 0.04 | 0.58 | 1.08 | 0.05 | 0.13 |
SCHD Schwab US Dividend Equity ETF | 0.18 | 0.35 | 1.05 | 0.18 | 0.64 |
Dividends
Dividend yield
TQQQ, SCHD provided a 2.72% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.72% | 2.22% | 2.15% | 1.70% | 1.11% | 1.27% | 1.23% | 1.29% | 1.05% | 1.16% | 1.20% | 1.07% |
| Portfolio components: | ||||||||||||
TQQQ ProShares UltraPro QQQ | 1.83% | 1.27% | 1.26% | 0.57% | 0.00% | 0.00% | 0.06% | 0.11% | 0.00% | 0.00% | 0.01% | 0.03% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the TQQQ, SCHD. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the TQQQ, SCHD was 79.74%, occurring on Dec 28, 2022. Recovery took 486 trading sessions.
The current TQQQ, SCHD drawdown is 41.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.74% | Nov 22, 2021 | 277 | Dec 28, 2022 | 486 | Dec 4, 2024 | 763 |
| -68.03% | Feb 20, 2020 | 22 | Mar 20, 2020 | 83 | Jul 20, 2020 | 105 |
| -56.85% | Dec 17, 2024 | 76 | Apr 8, 2025 | — | — | — |
| -55.21% | Aug 30, 2018 | 80 | Dec 24, 2018 | 217 | Nov 4, 2019 | 297 |
| -38.82% | Jul 21, 2015 | 141 | Feb 9, 2016 | 130 | Aug 15, 2016 | 271 |
Volatility
Volatility Chart
The current TQQQ, SCHD volatility is 46.89%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 2 assets, with an effective number of assets of 1.92, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | SCHD | TQQQ | Portfolio | |
|---|---|---|---|---|
| ^GSPC | 1.00 | 0.85 | 0.90 | 0.91 |
| SCHD | 0.85 | 1.00 | 0.66 | 0.66 |
| TQQQ | 0.90 | 0.66 | 1.00 | 1.00 |
| Portfolio | 0.91 | 0.66 | 1.00 | 1.00 |