QQQT vs. SCHD
Compare and contrast key facts about Defiance Nasdaq 100 Income Target ETF (QQQT) and Schwab US Dividend Equity ETF (SCHD).
QQQT and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QQQT is an actively managed fund by Defiance. It was launched on Jun 20, 2024. 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: QQQT or SCHD.
Correlation
The correlation between QQQT and SCHD is 0.22, 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
QQQT vs. SCHD - Performance Comparison
Key characteristics
QQQT:
18.35%
SCHD:
11.39%
QQQT:
-12.92%
SCHD:
-33.37%
QQQT:
-0.32%
SCHD:
-4.33%
Returns By Period
In the year-to-date period, QQQT achieves a 4.51% return, which is significantly higher than SCHD's 2.45% return.
QQQT
4.51%
2.33%
10.26%
N/A
N/A
N/A
SCHD
2.45%
0.00%
4.00%
13.13%
11.35%
11.10%
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QQQT vs. SCHD - Expense Ratio Comparison
QQQT has a 1.05% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
QQQT vs. SCHD — Risk-Adjusted Performance Rank
QQQT
SCHD
QQQT vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Nasdaq 100 Income Target ETF (QQQT) 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.
Not enough dataDividends
QQQT vs. SCHD - Dividend Comparison
QQQT's dividend yield for the trailing twelve months is around 11.73%, more than SCHD's 3.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQT Defiance Nasdaq 100 Income Target ETF | 11.73% | 10.35% | 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 | 3.55% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
QQQT vs. SCHD - Drawdown Comparison
The maximum QQQT drawdown since its inception was -12.92%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for QQQT and SCHD. For additional features, visit the drawdowns tool.
Volatility
QQQT vs. SCHD - Volatility Comparison
Defiance Nasdaq 100 Income Target ETF (QQQT) has a higher volatility of 4.62% compared to Schwab US Dividend Equity ETF (SCHD) at 3.31%. This indicates that QQQT'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.