QQQM vs SCHD
Comparison between INVESCO NASDAQ 100 ETF (QQQM, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceQQQM has outperformed SCHD, delivering a return of +16.3% compared to +13.9%
QQQM vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
QQQM
$97B
SCHD
$95B
Expense Ratio
QQQM
0.15%
Winner
SCHD
0.06%
Max Drawdown
QQQM
35.57%
Winner
SCHD
33.37%
Sharpe Ratio
QQQM
1.62
Winner
SCHD
1.71
5Y Beta
QQQM
1.23
Winner
SCHD
0.53
P/E Ratio
QQQM
38.23
Winner
SCHD
17.92
Forward P/E
QQQM
25.71
Winner
SCHD
14.52
PEG Ratio
Winner
QQQM
0.34
SCHD
0.97
5Y Dividends CAGR
Winner
QQQM
24.31%
SCHD
9.11%
5Y EPS CAGR
Winner
QQQM
30.55%
SCHD
7.01%
Debt to Equity
Winner
QQQM
35.65%
SCHD
55.02%
P/S Ratio
QQQM
5.98
Winner
SCHD
1.79
P/B Ratio
QQQM
9.33
Winner
SCHD
3.71
QQQM vs SCHD - Holdings Comparison
QQQM and SCHD have 9 common holdings. Overlap is 5.11%
QQQM's top 25 holdings weight is 71.67%. SCHD's top 25 holdings weight is 79.91%.
| Rank | QQQM | SCHD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.09% | TEXAS INSTRUMENTS INC (TXN) - 5.94% |
| #2 | APPLE INC (AAPL) - 7.05% | QUALCOMM INC (QCOM) - 5.82% |
| #3 | MICRON TECHNOLOGY INC (MU) - 5.09% | UNITEDHEALTH GROUP INC (UNH) - 5.45% |
| #4 | MICROSOFT CORP (MSFT) - 4.69% | COCA-COLA CO (KO) - 4.08% |
| #5 | AMAZON.COM INC (AMZN) - 4.24% | MERCK & CO INC (MRK) - 3.82% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 3.66% | CHEVRON CORP (CVX) - 3.80% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 3.49% | PROCTER & GAMBLE CO (PG) - 3.79% |
| #8 | TESLA INC (TSLA) - 3.24% | AMGEN INC (AMGN) - 3.59% |
| #9 | ALPHABET INC CLASS C (GOOG) - 3.24% | VERIZON COMMUNICATIONS INC (VZ) - 3.57% |
| #10 | BROADCOM INC (AVGO) - 2.87% | THE HOME DEPOT INC (HD) - 3.53% |
| #11 | META PLATFORMS INC CLASS A (META) - 2.84% | CONOCOPHILLIPS (COP) - 3.49% |
| #12 | WALMART INC (WMT) - 2.62% | PEPSICO INC (PEP) - 3.44% |
| #13 | INTEL CORP (INTC) - 2.59% | ABBOTT LABORATORIES (ABT) - 3.12% |
| #14 | CISCO SYSTEMS INC (CSCO) - 2.09% | ALTRIA GROUP INC (MO) - 2.97% |
| #15 | LAM RESEARCH CORP (LRCX) - 2.04% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.88% |
| #16 | APPLIED MATERIALS INC (AMAT) - 2.00% | LOCKHEED MARTIN CORP (LMT) - 2.76% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.94% | ACCENTURE PLC CLASS A (ACN) - 2.46% |
| #18 | NETFLIX INC (NFLX) - 1.47% | BLACKSTONE INC (BX) - 2.40% |
| #19 | KLA CORP (KLAC) - 1.38% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.26% |
| #20 | n/a (PLTR) - 1.35% | COMCAST CORP CLASS A (CMCSA) - 2.09% |
| #21 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.30% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.99% |
| #22 | TEXAS INSTRUMENTS INC (TXN) - 1.23% | SLB LTD (SLB) - 1.93% |
| #23 | MARVELL TECHNOLOGY INC (MRVL) - 1.08% | EOG RESOURCES INC (EOG) - 1.85% |
| #24 | LINDE PLC (LIN) - 1.06% | TARGET CORP (TGT) - 1.48% |
| #25 | WESTERN DIGITAL CORP (WDC) - 1.02% | FORD MOTOR CO (F) - 1.40% |
| Total Holdings | 106 | 103 |
QQQM vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QQQM
-0.42%
SCHD
-2.47%
3M
Winner
QQQM
+21.54%
SCHD
+5.73%
6M
QQQM
+15.00%
Winner
SCHD
+17.25%
1Y
Winner
QQQM
+34.98%
SCHD
+24.55%
5Y(CAGR)
Winner
QQQM
+16.25%
SCHD
+13.91%
10Y(CAGR)
QQQM
N/A
SCHD
+18.59%
Max(CAGR)
QQQM
+17.60%
Winner
SCHD
+19.41%
QQQM vs SCHD - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | QQQM | SCHD |
|---|---|---|
| 2026 | +16.70% | +16.44% |
| 2025 | +21.07% | +4.56% |
| 2024 | +27.84% | +16.98% |
| 2023 | +56.12% | +12.61% |
| 2022 | -33.21% | +3.68% |
| 2021 | +29.28% | +39.81% |
| 2020 | +6.67% | +23.81% |
| 2019 | N/A | +35.50% |
| 2018 | N/A | -0.40% |
| 2017 | N/A | +27.17% |
| 2016 | N/A | +24.99% |
| 2015 | N/A | +5.84% |
| 2014 | N/A | +19.01% |
| 2013 | N/A | +37.22% |
| 2012 | N/A | +16.82% |
| 2011 | N/A | +6.32% |
QQQM vs SCHD Drawdown Comparison
The maximum drawdown for QQQM was -35.05%, occurring on Nov 3, 2022. Recovery took 517 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The current QQQM drawdown is -4.24%. The current SCHD drawdown is -2.47%.
| Rank | QQQM | SCHD |
|---|---|---|
| #1 | -35.05% Nov 19, 2021 - Dec 12, 2023 | -33.37% Jan 23, 2020 - Aug 7, 2020 |
| #2 | -22.71% Feb 19, 2025 - Jun 24, 2025 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #3 | -13.56% Jul 10, 2024 - Nov 6, 2024 | -14.98% Oct 2, 2018 - Feb 22, 2019 |
| #4 | -11.96% Oct 29, 2025 - Apr 15, 2026 | -12.51% Jan 11, 2022 - Nov 10, 2022 |
| #5 | -10.88% Feb 12, 2021 - Apr 9, 2021 | -12.40% May 15, 2015 - Oct 22, 2015 |
| #6 | -8.42% Oct 13, 2020 - Nov 25, 2020 | -11.47% Jan 26, 2018 - Aug 20, 2018 |
| #7 | -7.56% Sep 7, 2021 - Oct 28, 2021 | -9.64% Feb 2, 2023 - Jul 19, 2023 |
| #8 | -7.35% Apr 16, 2021 - Jun 14, 2021 | -9.23% Dec 29, 2015 - Mar 9, 2016 |
| #9 | -7.06% Mar 22, 2024 - May 15, 2024 | -9.18% Jul 31, 2023 - Dec 6, 2023 |
| #10 | -6.94% Jun 2, 2026 - Jun 10, 2026 | -8.68% Apr 23, 2019 - Jul 1, 2019 |
| #11 | -5.99% Dec 16, 2024 - Feb 14, 2025 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #12 | -4.20% Jan 26, 2021 - Feb 4, 2021 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #13 | -3.68% Dec 27, 2023 - Jan 18, 2024 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #14 | -3.59% Oct 8, 2025 - Oct 20, 2025 | -6.68% Dec 31, 2013 - Mar 24, 2014 |
| #15 | -3.44% Nov 8, 2024 - Dec 2, 2024 | -6.34% Apr 2, 2012 - Jun 19, 2012 |
Correlation
Correlation between QQQM and SCHD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2011 - 2026)
QQQM vs SCHD dividend yield comparison.
| Year | QQQM | SCHD |
|---|---|---|
| 2026 | 0.23% | 0.80% |
| 2025 | 0.50% | 3.82% |
| 2024 | 0.61% | 8.98% |
| 2023 | 0.65% | 10.47% |
| 2022 | 0.84% | 10.17% |
| 2021 | 0.40% | 8.35% |
| 2020 | 0.16% | 9.49% |
| 2019 | 0.00% | 8.93% |
| 2018 | 0.00% | 9.19% |
| 2017 | 0.00% | 7.89% |
| 2016 | 0.00% | 8.66% |
| 2015 | 0.00% | 8.92% |
| 2014 | 0.00% | 7.88% |
| 2013 | 0.00% | 7.40% |
| 2012 | 0.00% | 8.57% |
| 2011 | 0.00% | 1.39% |
Select Stocks to Compare
Popular: QQQM vs SPYSCHD vs SPY
More Comparisons
Compare with similar stocks
Compare QQQM with:
Compare SCHD with:
Popular suggestions:
MDT vs SCHD
Medtronic Plc vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHD vs VIG
SCHWAB U.S. DIVIDEND EQUITY ETF vs VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
SCHD vs SPHD
SCHWAB U.S. DIVIDEND EQUITY ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
SCHD vs VYM
SCHWAB U.S. DIVIDEND EQUITY ETF vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
BLK vs SCHD
BlackRock Finance Inc vs SCHWAB U.S. DIVIDEND EQUITY ETF
SBUX vs SCHD
Starbucks Corp vs SCHWAB U.S. DIVIDEND EQUITY ETF
FDVV vs SCHD
FIDELITY HIGH DIVIDEND ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHX vs SCHD
SCHWAB U.S. LARGE-CAP ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHD vs SCHP
SCHWAB U.S. DIVIDEND EQUITY ETF vs SCHWAB U.S. TIPS ETF
SPHD vs SCHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
ONEY vs SCHD
STATE STREET(R) SPDR(R) RUSSELL 1000 YIELD FOCUS ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
MLPA vs SCHD
GLOBAL X MLP ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
QQQX vs SCHD
Nuveen NASDAQ 100 Dynamic Overwrite Fund vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHB vs SCHD
SCHWAB U.S. BROAD MARKET ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHG vs SCHD
SCHWAB U.S. LARGE-CAP GROWTH ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
BST vs SCHD
BlackRock Science and Technology Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHF vs SCHD
SCHWAB INTERNATIONAL EQUITY ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
OUSA vs SCHD
ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES vs SCHWAB U.S. DIVIDEND EQUITY ETF
KBWD vs SCHD
INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
SMH vs SCHD
VANECK SEMICONDUCTOR ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF