QQQI vs SCHR
Comparison between NEOS NASDAQ-100(R) HIGH INCOME ETF (QQQI, ETF) and SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF).
QQQI vs SCHR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
QQQI
$13B
SCHR
$13B
Expense Ratio
QQQI
0.68%
Winner
SCHR
0.03%
Max Drawdown
QQQI
21.86%
Winner
SCHR
20.13%
Sharpe Ratio
Winner
QQQI
0.98
SCHR
-0.65
5Y Beta
QQQI
1.05
Winner
SCHR
-0.00
P/E Ratio
QQQI
33.44
SCHR
N/A
Forward P/E
QQQI
22.17
SCHR
N/A
PEG Ratio
QQQI
0.19
SCHR
N/A
5Y Dividends CAGR
QQQI
N/A
SCHR
23.32%
5Y EPS CAGR
QQQI
32.49%
SCHR
N/A
Debt to Equity
QQQI
31.69%
SCHR
N/A
P/S Ratio
QQQI
6.14
SCHR
N/A
P/B Ratio
QQQI
8.94
SCHR
N/A
QQQI vs SCHR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QQQI
+1.26%
SCHR
+0.04%
3M
Winner
QQQI
+2.68%
SCHR
-0.24%
6M
Winner
QQQI
+11.70%
SCHR
-0.55%
1Y
Winner
QQQI
+19.95%
SCHR
+1.67%
5Y(CAGR)
QQQI
N/A
SCHR
-0.08%
10Y(CAGR)
QQQI
N/A
SCHR
+1.15%
Max(CAGR)
Winner
QQQI
+20.00%
SCHR
+1.90%
QQQI vs SCHR - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | QQQI | SCHR |
|---|---|---|
| 2026 | +11.53% | -0.28% |
| 2025 | +18.82% | +7.37% |
| 2024 | +19.86% | +1.68% |
| 2023 | N/A | +3.85% |
| 2022 | N/A | -10.09% |
| 2021 | N/A | -2.67% |
| 2020 | N/A | +7.50% |
| 2019 | N/A | +6.13% |
| 2018 | N/A | +1.46% |
| 2017 | N/A | +1.52% |
| 2016 | N/A | +0.84% |
| 2015 | N/A | +1.40% |
| 2014 | N/A | +4.28% |
| 2013 | N/A | -2.60% |
| 2012 | N/A | +2.67% |
| 2011 | N/A | +10.32% |
| 2010 | N/A | -0.88% |
QQQI vs SCHR Drawdown Comparison
The maximum drawdown for QQQI was -19.98%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for SCHR was -16.11%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current QQQI drawdown is -1.99%. The current SCHR drawdown is -2.26%.
| Rank | QQQI | SCHR |
|---|---|---|
| #1 | -19.98% Feb 19, 2025 - Jun 24, 2025 | -16.11% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -10.64% Jul 10, 2024 - Oct 4, 2024 | -5.79% Nov 4, 2010 - Jun 24, 2011 |
| #3 | -9.60% Jan 28, 2026 - Apr 15, 2026 | -5.38% Jul 5, 2016 - Mar 22, 2019 |
| #4 | -9.52% Jun 2, 2026 - Jul 29, 2026 | -5.23% May 1, 2013 - Oct 13, 2014 |
| #5 | -6.53% Oct 29, 2025 - Dec 24, 2025 | -2.68% Feb 2, 2015 - Aug 24, 2015 |
| #6 | -6.18% Apr 11, 2024 - May 15, 2024 | -2.56% Jan 31, 2012 - May 4, 2012 |
| #7 | -3.13% Dec 16, 2024 - Jan 21, 2025 | -2.48% Sep 22, 2011 - Dec 16, 2011 |
| #8 | -2.87% Oct 8, 2025 - Oct 20, 2025 | -2.26% Sep 4, 2019 - Jan 27, 2020 |
| #9 | -2.52% Jan 23, 2025 - Feb 10, 2025 | -2.21% Mar 9, 2020 - Mar 23, 2020 |
| #10 | -2.38% Jan 12, 2026 - Jan 26, 2026 | -2.14% Oct 14, 2015 - Jan 20, 2016 |
| #11 | -2.27% Oct 29, 2024 - Nov 6, 2024 | -1.89% Jun 24, 2011 - Jul 13, 2011 |
| #12 | -2.22% Feb 13, 2024 - Feb 22, 2024 | -1.73% Feb 11, 2016 - Apr 7, 2016 |
| #13 | -2.16% Aug 13, 2025 - Sep 8, 2025 | -1.56% Jul 24, 2012 - Dec 5, 2012 |
| #14 | -2.01% Jul 30, 2025 - Aug 6, 2025 | -1.44% Dec 6, 2012 - Apr 4, 2013 |
| #15 | -1.83% Nov 8, 2024 - Nov 29, 2024 | -1.43% Aug 31, 2010 - Sep 22, 2010 |
Correlation
Correlation between QQQI and SCHR is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2010 - 2026)
QQQI vs SCHR dividend yield comparison.
| Year | QQQI | SCHR |
|---|---|---|
| 2026 | 8.04% | 2.34% |
| 2025 | 13.82% | 3.85% |
| 2024 | 12.85% | 3.77% |
| 2023 | 0.00% | 3.16% |
| 2022 | 0.00% | 2.02% |
| 2021 | 0.00% | 1.00% |
| 2020 | 0.00% | 1.62% |
| 2019 | 0.00% | 2.31% |
| 2018 | 0.00% | 2.11% |
| 2017 | 0.00% | 1.65% |
| 2016 | 0.00% | 1.46% |
| 2015 | 0.00% | 1.56% |
| 2014 | 0.00% | 1.44% |
| 2013 | 0.00% | 1.07% |
| 2012 | 0.00% | 1.07% |
| 2011 | 0.00% | 1.53% |
| 2010 | 0.00% | 0.57% |
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