QAITX vs. SCHD
Compare and contrast key facts about Q3 All-Weather Tactical Fund (QAITX) and Schwab US Dividend Equity ETF (SCHD).
QAITX is managed by Q3 Asset Management Corporation. It was launched on Dec 29, 2019. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QAITX or SCHD.
Correlation
The correlation between QAITX and SCHD is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
QAITX vs. SCHD - Performance Comparison
Key characteristics
QAITX:
0.90
SCHD:
1.27
QAITX:
1.24
SCHD:
1.87
QAITX:
1.17
SCHD:
1.22
QAITX:
0.44
SCHD:
1.82
QAITX:
3.70
SCHD:
4.66
QAITX:
3.52%
SCHD:
3.11%
QAITX:
14.49%
SCHD:
11.39%
QAITX:
-44.62%
SCHD:
-33.37%
QAITX:
-17.68%
SCHD:
-3.20%
Returns By Period
In the year-to-date period, QAITX achieves a 1.40% return, which is significantly lower than SCHD's 3.66% return.
QAITX
1.40%
0.61%
3.40%
14.02%
1.64%
N/A
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
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QAITX vs. SCHD - Expense Ratio Comparison
QAITX has a 1.36% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
QAITX vs. SCHD — Risk-Adjusted Performance Rank
QAITX
SCHD
QAITX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Q3 All-Weather Tactical Fund (QAITX) and Schwab US 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.
Dividends
QAITX vs. SCHD - Dividend Comparison
QAITX has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.51%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QAITX Q3 All-Weather Tactical Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.51% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
QAITX vs. SCHD - Drawdown Comparison
The maximum QAITX drawdown since its inception was -44.62%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for QAITX and SCHD. For additional features, visit the drawdowns tool.
Volatility
QAITX vs. SCHD - Volatility Comparison
Q3 All-Weather Tactical Fund (QAITX) has a higher volatility of 4.17% compared to Schwab US Dividend Equity ETF (SCHD) at 3.27%. This indicates that QAITX'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.