QTUM vs SCHK
Comparison between DEFIANCE QUANTUM ETF (QTUM, ETF) and SCHWAB 1000 INDEX ETF (SCHK, ETF).
5-Year PerformanceQTUM has outperformed SCHK, delivering a return of +28.1% compared to +12.6%
QTUM vs SCHK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QTUM
$5.70B
SCHK
$5.70B
Expense Ratio
QTUM
0.40%
Winner
SCHK
0.03%
Max Drawdown
QTUM
39.25%
Winner
SCHK
34.80%
Sharpe Ratio
Winner
QTUM
2.14
SCHK
1.52
5Y Beta
QTUM
1.47
Winner
SCHK
0.99
P/E Ratio
QTUM
74.51
Winner
SCHK
28.60
Forward P/E
QTUM
27.06
Winner
SCHK
21.42
PEG Ratio
QTUM
0.02
SCHK
N/A
5Y Dividends CAGR
Winner
QTUM
51.02%
SCHK
4.88%
5Y EPS CAGR
QTUM
14.66%
Winner
SCHK
25.00%
Debt to Equity
QTUM
N/A
SCHK
30.88%
P/S Ratio
Winner
QTUM
1.68
SCHK
3.48
P/B Ratio
QTUM
6.72
Winner
SCHK
5.37
QTUM vs SCHK - Holdings Comparison
QTUM and SCHK have 47 common holdings. Overlap is 14.37%
QTUM's top 25 holdings weight is 47.17%. SCHK's top 25 holdings weight is 48.39%.
| Rank | QTUM | SCHK |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 3.30% | NVIDIA CORP (NVDA) - 7.48% |
| #2 | MARVELL TECHNOLOGY INC (MRVL) - 2.57% | APPLE INC (AAPL) - 6.48% |
| #3 | MEDIATEK INC (n/a) - 2.48% | MICROSOFT CORP (MSFT) - 4.42% |
| #4 | STMICROELECTRONICS NV ADR (STM) - 2.47% | AMAZON.COM INC (AMZN) - 3.71% |
| #5 | ARM HOLDINGS PLC ADR (ARM) - 2.33% | ALPHABET INC CLASS A (GOOGL) - 3.24% |
| #6 | NOKIA OYJ ADR (NOK) - 2.22% | BROADCOM INC (AVGO) - 2.87% |
| #7 | INTEL CORP (INTC) - 2.17% | ALPHABET INC CLASS C (GOOG) - 2.58% |
| #8 | INFINEON TECHNOLOGIES AG (n/a) - 1.96% | META PLATFORMS INC CLASS A (META) - 1.92% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 1.93% | TESLA INC (TSLA) - 1.75% |
| #10 | ON SEMICONDUCTOR CORP (ON) - 1.91% | MICRON TECHNOLOGY INC (MU) - 1.44% |
| #11 | COHERENT CORP (COHR) - 1.87% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.27% |
| #12 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.82% | ELI LILLY AND CO (LLY) - 1.21% |
| #13 | TOWER SEMICONDUCTOR LTD (n/a) - 1.78% | JPMORGAN CHASE & CO (JPM) - 1.18% |
| #14 | ASTERA LABS INC (ALAB) - 1.77% | ADVANCED MICRO DEVICES INC (AMD) - 1.18% |
| #15 | GLOBAL UNICHIP CORP (n/a) - 1.68% | EXXON MOBIL CORP (XOM) - 0.90% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.63% | INTEL CORP (INTC) - 0.83% |
| #17 | RENESAS ELECTRONICS CORP (n/a) - 1.63% | VISA INC CLASS A (V) - 0.79% |
| #18 | MKS INC (MKSI) - 1.62% | JOHNSON & JOHNSON (JNJ) - 0.79% |
| #19 | TERADYNE INC (TER) - 1.58% | WALMART INC (WMT) - 0.74% |
| #20 | LATTICE SEMICONDUCTOR CORP (LSCC) - 1.58% | CISCO SYSTEMS INC (CSCO) - 0.67% |
| #21 | APPLIED MATERIALS INC (AMAT) - 1.46% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #22 | TEXAS INSTRUMENTS INC (TXN) - 1.39% | CATERPILLAR INC (CAT) - 0.61% |
| #23 | ONTO INNOVATION INC (ONTO) - 1.35% | LAM RESEARCH CORP (LRCX) - 0.58% |
| #24 | KLA CORP (KLAC) - 1.35% | MASTERCARD INC CLASS A (MA) - 0.57% |
| #25 | ASM INTERNATIONAL NV (n/a) - 1.32% | ABBVIE INC (ABBV) - 0.54% |
| Total Holdings | 88 | 956 |
QTUM vs SCHK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QTUM
+12.03%
SCHK
+0.90%
3M
Winner
QTUM
+47.65%
SCHK
+12.02%
6M
Winner
QTUM
+45.72%
SCHK
+9.59%
1Y
Winner
QTUM
+82.93%
SCHK
+24.30%
5Y(CAGR)
Winner
QTUM
+28.08%
SCHK
+12.64%
10Y(CAGR)
QTUM
N/A
SCHK
+14.55%
Max(CAGR)
Winner
QTUM
+28.35%
SCHK
+14.55%
QTUM vs SCHK - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | QTUM | SCHK |
|---|---|---|
| 2026 | +43.82% | +9.09% |
| 2025 | +34.57% | +17.48% |
| 2024 | +53.69% | +25.29% |
| 2023 | +39.72% | +27.16% |
| 2022 | -29.51% | -19.88% |
| 2021 | +34.23% | +27.95% |
| 2020 | +39.47% | +19.71% |
| 2019 | +47.21% | +31.09% |
| 2018 | -19.02% | -5.78% |
| 2017 | N/A | +5.07% |
QTUM vs SCHK Drawdown Comparison
The maximum drawdown for QTUM was -38.44%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.
The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The current QTUM drawdown is -4.42%. The current SCHK drawdown is -2.21%.
| Rank | QTUM | SCHK |
|---|---|---|
| #1 | -38.44% Nov 16, 2021 - Jan 23, 2024 | -34.80% Feb 19, 2020 - Aug 10, 2020 |
| #2 | -35.49% Feb 12, 2020 - Jul 6, 2020 | -25.43% Dec 27, 2021 - Dec 14, 2023 |
| #3 | -25.38% Dec 17, 2024 - May 20, 2025 | -19.63% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -24.32% Sep 25, 2018 - Apr 12, 2019 | -19.20% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -17.17% Jul 16, 2024 - Nov 11, 2024 | -9.83% Jan 26, 2018 - Jul 25, 2018 |
| #6 | -15.26% Jan 28, 2026 - Apr 14, 2026 | -9.31% Sep 2, 2020 - Nov 11, 2020 |
| #7 | -13.03% Feb 12, 2021 - Jun 29, 2021 | -8.97% Jan 12, 2026 - Apr 14, 2026 |
| #8 | -12.81% Oct 31, 2025 - Dec 10, 2025 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -11.92% Mar 7, 2024 - May 24, 2024 | -6.75% May 3, 2019 - Jun 20, 2019 |
| #10 | -10.74% May 3, 2019 - Jul 23, 2019 | -6.05% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -10.53% Jun 2, 2026 - Jun 10, 2026 | -5.60% Mar 28, 2024 - May 15, 2024 |
| #12 | -8.55% Sep 2, 2020 - Oct 9, 2020 | -5.32% Oct 28, 2025 - Dec 10, 2025 |
| #13 | -8.50% Jul 24, 2019 - Sep 11, 2019 | -5.31% Sep 2, 2021 - Oct 20, 2021 |
| #14 | -8.06% Oct 12, 2020 - Nov 5, 2020 | -5.08% Feb 12, 2021 - Mar 15, 2021 |
| #15 | -7.22% Dec 10, 2025 - Jan 6, 2026 | -4.79% Nov 16, 2021 - Dec 27, 2021 |
Correlation
Correlation between QTUM and SCHK is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2017 - 2026)
QTUM vs SCHK dividend yield comparison.
| Year | QTUM | SCHK |
|---|---|---|
| 2026 | 0.14% | 0.25% |
| 2025 | 1.01% | 1.09% |
| 2024 | 0.61% | 1.20% |
| 2023 | 0.81% | 1.38% |
| 2022 | 1.46% | 1.57% |
| 2021 | 0.48% | 1.17% |
| 2020 | 0.42% | 1.58% |
| 2019 | 0.61% | 1.82% |
| 2018 | 0.21% | 1.80% |
| 2017 | 0.00% | 0.31% |
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