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