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QQQI vs. SCHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Performance

QQQI vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NEOS Nasdaq 100 High Income ETF (QQQI) and Schwab US Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
10.79%
13.68%
QQQI
SCHD

Returns By Period


QQQI

YTD

N/A

1M

1.98%

6M

10.79%

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

SCHD

YTD

17.35%

1M

2.29%

6M

13.68%

1Y

26.18%

5Y (annualized)

12.87%

10Y (annualized)

11.54%

Key characteristics


QQQISCHD
Daily Std Dev14.48%11.09%
Max Drawdown-10.67%-33.37%
Current Drawdown-0.73%-0.62%

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QQQI vs. SCHD - Expense Ratio Comparison

QQQI has a 0.68% expense ratio, which is higher than SCHD's 0.06% expense ratio.


QQQI
NEOS Nasdaq 100 High Income ETF
Expense ratio chart for QQQI: current value at 0.68% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.68%
Expense ratio chart for SCHD: current value at 0.06% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.06%

Correlation

-0.50.00.51.00.4

The correlation between QQQI and SCHD is 0.36, 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.

Risk-Adjusted Performance

QQQI vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NEOS Nasdaq 100 High Income ETF (QQQI) 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.


Sharpe ratio
No data
QQQI
SCHD

Chart placeholderNot enough data

Dividends

QQQI vs. SCHD - Dividend Comparison

QQQI's dividend yield for the trailing twelve months is around 11.75%, more than SCHD's 3.37% yield.


TTM20232022202120202019201820172016201520142013
QQQI
NEOS Nasdaq 100 High Income ETF
11.75%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
3.37%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%2.47%

Drawdowns

QQQI vs. SCHD - Drawdown Comparison

The maximum QQQI drawdown since its inception was -10.67%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for QQQI and SCHD. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-0.73%
-0.62%
QQQI
SCHD

Volatility

QQQI vs. SCHD - Volatility Comparison

NEOS Nasdaq 100 High Income ETF (QQQI) has a higher volatility of 3.67% compared to Schwab US Dividend Equity ETF (SCHD) at 3.48%. This indicates that QQQI'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.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%8.00%JuneJulyAugustSeptemberOctoberNovember
3.67%
3.48%
QQQI
SCHD