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QQQ vs. SCHD

Invesco QQQ Trust, Series 1

QQQ
$
Today’s Change
()
vs

Schwab US Dividend Equity ETF

SCHD
$
Today’s Change
()

Correlation

1M
3M
6M
YTD
1Y
3Y
Max

Performance Measures**

for the time period Apr 1, 1999 to Dec 12, 2025

Returns

1M Trailing Return:

3M Trailing Return:

QQQ

-1.2%

4.7%

SCHD

2.9%

2.7%

Diff.

-4.1%

+2%

Measures of Risk or Volatility

Max Drawdown:

Standard Deviation:

QQQ

-83.0%

27.1%

SCHD

-33.4%

15.6%

Diff.

-49.6%

+11.5%

Measures of Risk-Adjusted Performance

Sharpe Ratio:

Calmar Ratio:

QQQ

0.49

0.12

SCHD

0.83

0.37

Diff.

-0.34

-0.25

QQQInvesco QQQ Trust, Series 1
SCHDSchwab US Dividend Equity ETF

What is QQQ?

Invesco QQQ is an exchange-traded fund based on the Nasdaq-100 Index. The Fund will, under most circumstances, consist of all of stocks in the Index. The Index includes 100 of the largest domestic and international nonfinancial companies listed on the Nasdaq Stock Market based on market capitalization. The Fund and the Index are rebalanced quarterly and reconstituted annually.

Snapshot
**

QQQ Invesco QQQ Trust, Series 1
SCHD Schwab US Dividend Equity ETF
Inception date
Mar 10, 1999
Oct 20, 2011
Expense ratio
0.2%
0.06%
QQQ has a higher expense ratio than SCHD by 0.14%. This can indicate that it’s more expensive to invest in QQQ than SCHD.
Type
US Equities
US Equities
QQQ targets investing in US Equities, while SCHD targets investing in US Equities.
Fund owner
Invesco
Schwab
QQQ is managed by Invesco, while SCHD is managed by Schwab.
Volume (1m avg. daily)
$17,559,045,883
$191,902,599
Both QQQ and SCHD are considered high-volume assets. They’re less likely to be affected by issues like slippage and failed orders on Composer than low-volume assets.
AUM
$197,956,569,440
$47,737,029,197
QQQ has more assets under management than SCHD by $150,219,540,243. Higher AUM can be associated with better liquidity and lower slippage in trading.
Associated index
Nasdaq 100 Index
Dow Jones U.S. Dividend 100 Index
QQQ is based off of the Nasdaq 100 Index, while SCHD is based off of the Dow Jones U.S. Dividend 100 Index
Inverse/Leveraged
No
No
Neither QQQ nor SCHD use an inverse or leveraged strategy.
Passive/Active
Passive
Passive
QQQ and SCHD both use a Passive investing strategy. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.
Dividend
No
Yes
SCHD may offer dividends, while QQQ does not. The frequency and yield of the dividend for SCHD may vary.
Prospectus
QQQ may issue a K1, while SCHD does not. You can find non-K1 alternatives for QQQ in its “Related ETFs” section.

Trading Strategies
Related toQQQ

Vamsi's smooth curve low drawdown Combo

Category

Multi-asset rotation, Risk-on/risk-off, Trend following, Mean reversion, Volatility hedged, Leveraged ETFs, Managed futures, Gold, Treasuries

OOS Cumulative Return

Trading Strategies
Related toSCHD

TQQQ FTLT OVERFIT (255.2% RR/46.4% Max DD)

Category

Leveraged ETFs, Tactical allocation, Trend following, Momentum/RSI, Mean reversion, Volatility hedge, Bonds, Tech-heavy

OOS Cumulative Return

534.32%

Create your own algorithmic
trading strategy

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.