QQQI vs SCHO
Comparison between NEOS NASDAQ-100(R) HIGH INCOME ETF (QQQI, ETF) and SCHWAB SHORT-TERM U.S. TREASURY ETF (SCHO, ETF).
QQQI vs SCHO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
QQQI
$13B
SCHO
$13B
Expense Ratio
QQQI
0.68%
Winner
SCHO
0.03%
Max Drawdown
QQQI
21.86%
Winner
SCHO
7.87%
Sharpe Ratio
Winner
QQQI
1.02
SCHO
-0.61
5Y Beta
QQQI
1.06
Winner
SCHO
-0.01
P/E Ratio
QQQI
37.74
SCHO
N/A
Forward P/E
QQQI
23.01
SCHO
N/A
PEG Ratio
QQQI
0.23
SCHO
N/A
5Y Dividends CAGR
QQQI
N/A
SCHO
36.77%
5Y EPS CAGR
QQQI
31.77%
SCHO
N/A
Debt to Equity
QQQI
34.06%
SCHO
N/A
P/S Ratio
QQQI
6.22
SCHO
N/A
P/B Ratio
QQQI
9.31
SCHO
N/A
QQQI vs SCHO - Historical Returns
Returns include dividend reinvestment.
1M
QQQI
-2.71%
Winner
SCHO
+0.20%
3M
Winner
QQQI
+6.55%
SCHO
+0.16%
6M
Winner
QQQI
+9.68%
SCHO
+0.62%
1Y
Winner
QQQI
+19.85%
SCHO
+2.88%
5Y(CAGR)
QQQI
N/A
SCHO
+1.85%
10Y(CAGR)
QQQI
N/A
SCHO
+1.70%
Max(CAGR)
Winner
QQQI
+19.84%
SCHO
+1.34%
QQQI vs SCHO - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | QQQI | SCHO |
|---|---|---|
| 2026 | +10.23% | +0.66% |
| 2025 | +18.82% | +5.14% |
| 2024 | +19.86% | +3.78% |
| 2023 | N/A | +4.20% |
| 2022 | N/A | -3.76% |
| 2021 | N/A | -0.66% |
| 2020 | N/A | +3.11% |
| 2019 | N/A | +3.49% |
| 2018 | N/A | +1.36% |
| 2017 | N/A | +0.35% |
| 2016 | N/A | +0.68% |
| 2015 | N/A | +0.43% |
| 2014 | N/A | +0.61% |
| 2013 | N/A | +0.35% |
| 2012 | N/A | +0.31% |
| 2011 | N/A | +1.43% |
| 2010 | N/A | +0.15% |
QQQI vs SCHO Drawdown Comparison
The maximum drawdown for QQQI was -19.98%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for SCHO was -5.69%, occurring on Oct 20, 2022. Recovery took 700 trading sessions.
The current QQQI drawdown is -3.14%. The current SCHO drawdown is -0.17%.
| Rank | QQQI | SCHO |
|---|---|---|
| #1 | -19.98% Feb 19, 2025 - Jun 24, 2025 | -5.69% Aug 3, 2021 - May 15, 2024 |
| #2 | -10.64% Jul 10, 2024 - Oct 4, 2024 | -1.07% Sep 7, 2017 - Nov 19, 2018 |
| #3 | -9.60% Jan 28, 2026 - Apr 15, 2026 | -0.98% Sep 24, 2024 - Jan 24, 2025 |
| #4 | -6.53% Oct 29, 2025 - Dec 24, 2025 | -0.94% Jul 5, 2016 - Aug 1, 2017 |
| #5 | -6.18% Apr 11, 2024 - May 15, 2024 | -0.86% Feb 27, 2026 - Jun 29, 2026 |
| #6 | -6.08% Jun 2, 2026 - Jun 10, 2026 | -0.78% Nov 1, 2010 - Apr 29, 2011 |
| #7 | -3.13% Dec 16, 2024 - Jan 21, 2025 | -0.70% Oct 14, 2015 - Feb 2, 2016 |
| #8 | -2.87% Oct 8, 2025 - Oct 20, 2025 | -0.69% Sep 4, 2019 - Oct 3, 2019 |
| #9 | -2.52% Jan 23, 2025 - Feb 10, 2025 | -0.64% Apr 30, 2025 - Jun 20, 2025 |
| #10 | -2.38% Jan 12, 2026 - Jan 26, 2026 | -0.53% Oct 15, 2014 - Jan 14, 2015 |
| #11 | -2.27% Oct 29, 2024 - Nov 6, 2024 | -0.48% Feb 11, 2016 - Apr 5, 2016 |
| #12 | -2.22% Feb 13, 2024 - Feb 22, 2024 | -0.45% Apr 4, 2025 - Apr 21, 2025 |
| #13 | -2.16% Aug 13, 2025 - Sep 8, 2025 | -0.45% Feb 2, 2015 - Apr 1, 2015 |
| #14 | -2.01% Jul 30, 2025 - Aug 6, 2025 | -0.45% Jan 30, 2012 - May 11, 2012 |
| #15 | -1.83% Nov 8, 2024 - Nov 29, 2024 | -0.42% May 1, 2013 - Sep 25, 2013 |
Correlation
Correlation between QQQI and SCHO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2010 - 2026)
QQQI vs SCHO dividend yield comparison.
| Year | QQQI | SCHO |
|---|---|---|
| 2026 | 6.89% | 1.91% |
| 2025 | 13.82% | 4.06% |
| 2024 | 12.85% | 4.29% |
| 2023 | 0.00% | 3.76% |
| 2022 | 0.00% | 1.34% |
| 2021 | 0.00% | 0.42% |
| 2020 | 0.00% | 1.28% |
| 2019 | 0.00% | 2.27% |
| 2018 | 0.00% | 1.60% |
| 2017 | 0.00% | 1.12% |
| 2016 | 0.00% | 0.82% |
| 2015 | 0.00% | 0.68% |
| 2014 | 0.00% | 0.47% |
| 2013 | 0.00% | 0.29% |
| 2012 | 0.00% | 0.29% |
| 2011 | 0.00% | 0.41% |
| 2010 | 0.00% | 0.13% |
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