EQQQ.DE vs. SCHD
EQQQ.DE (Invesco EQQQ NASDAQ-100 UCITS ETF) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - EQQQ.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Both are passively managed. Over the past 10 years, EQQQ.DE returned 21.28%/yr vs 12.38%/yr for SCHD. At a 0.39 correlation, their price movements are largely independent. EQQQ.DE charges 0.30%/yr vs 0.06%/yr for SCHD.
Performance
EQQQ.DE vs. SCHD - Performance Comparison
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Different Trading Currencies
EQQQ.DE is traded in EUR, while SCHD is traded in USD. To make them comparable, the SCHD values have been converted to EUR using the latest available exchange rates.
Returns By Period
The year-to-date returns for both investments are quite close, with EQQQ.DE having a 20.52% return and SCHD slightly higher at 21.08%. Over the past 10 years, EQQQ.DE has outperformed SCHD with an annualized return of 21.28%, while SCHD has yielded a comparatively lower 12.38% annualized return.
EQQQ.DE
- 1D
- -0.85%
- 1M
- 5.88%
- YTD
- 20.52%
- 6M
- 18.79%
- 1Y
- 37.21%
- 3Y*
- 24.54%
- 5Y*
- 18.69%
- 10Y*
- 21.28%
SCHD
- 1D
- 0.00%
- 1M
- 4.50%
- YTD
- 21.08%
- 6M
- 20.52%
- 1Y
- 25.01%
- 3Y*
- 12.13%
- 5Y*
- 9.71%
- 10Y*
- 12.38%
EQQQ.DE vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EQQQ.DE Invesco EQQQ NASDAQ-100 UCITS ETF | 20.52% | 6.94% | 33.67% | 51.32% | -30.10% | 39.43% | 34.58% | 42.87% | 3.12% | 15.81% |
SCHD Schwab U.S. Dividend Equity ETF | 20.90% | -8.04% | 19.03% | 1.41% | 2.74% | 39.59% | 5.55% | 30.17% | -1.13% | 6.00% |
Correlation
The correlation between EQQQ.DE and SCHD is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2011 | 0.39 |
The correlation between EQQQ.DE and SCHD shifts across timeframes, from -0.01 (1 year) to 0.39 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EQQQ.DE vs. SCHD — Risk / Return Rank
EQQQ.DE
SCHD
EQQQ.DE vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE) and Schwab U.S. Dividend Equity ETF (SCHD). 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.
| EQQQ.DE | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.38 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.74 | 6.05 | -2.31 |
| Martin ratioReturn relative to average drawdown | 11.10 | 14.51 | -3.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EQQQ.DE | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 2.17 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | 0.67 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.08 | 0.71 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.89 | -0.08 |
Drawdowns
EQQQ.DE vs. SCHD - Drawdown Comparison
The maximum EQQQ.DE drawdown since its inception was -47.04%, which is greater than SCHD's maximum drawdown of -32.28%. Use the drawdown chart below to compare losses from any high point for EQQQ.DE and SCHD.
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Drawdown Indicators
| EQQQ.DE | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.04% | -32.28% | -14.76% |
Max Drawdown (1Y)Largest decline over 1 year | -10.05% | -4.15% | -5.90% |
Max Drawdown (3Y)Largest decline over 3 years | -26.70% | -21.40% | -5.30% |
Max Drawdown (5Y)Largest decline over 5 years | -31.30% | -21.40% | -9.90% |
Max Drawdown (10Y)Largest decline over 10 years | -31.30% | -32.28% | +0.98% |
Current DrawdownCurrent decline from peak | -0.85% | -0.93% | +0.08% |
Average DrawdownAverage peak-to-trough decline | -7.35% | -4.43% | -2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 1.73% | +1.66% |
Volatility
EQQQ.DE vs. SCHD - Volatility Comparison
Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE) has a higher volatility of 4.26% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.75%. This indicates that EQQQ.DE's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQQQ.DE | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 2.75% | +1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 10.90% | 8.45% | +2.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.64% | 11.58% | +4.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.84% | 14.59% | +5.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 17.44% | +2.21% |
EQQQ.DE vs. SCHD - Expense Ratio Comparison
EQQQ.DE has a 0.30% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Dividends
EQQQ.DE vs. SCHD - Dividend Comparison
EQQQ.DE's dividend yield for the trailing twelve months is around 0.23%, less than SCHD's 3.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQQQ.DE Invesco EQQQ NASDAQ-100 UCITS ETF | 0.23% | 0.29% | 0.37% | 0.39% | 0.57% | 0.25% | 0.41% | 0.54% | 0.64% | 0.68% | 0.78% | 0.73% |
SCHD Schwab U.S. Dividend Equity ETF | 3.27% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Frequently Asked Questions
EQQQ.DE and SCHD have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCHD is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHD is cheaper with a 0.06% expense ratio, compared with 0.30% for EQQQ.DE.
EQQQ.DE is categorized as Nasdaq-100, while SCHD is Dividend. EQQQ.DE tracks NASDAQ-100 Index, while SCHD tracks Dow Jones U.S. Dividend 100 Index. They also come from different issuers: Invesco and Charles Schwab. Their fees differ too: 0.30% for EQQQ.DE and 0.06% for SCHD.
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