Compare · 2 funds side by side · dividends reinvested

QQQJ and SCHB

QQQJInvesco×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

QQQJ and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.4

Invesco NASDAQ Next Gen 100 ETFUS Stock Styles · Large cap0.15%0.74%+21.6%+22.4%+26.0%+6.2%−11.8%19.6%$1.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: QQQJ 2020 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Invesco NASDAQ Next Gen 100 ETF · $1.2B$13,531

QQQJ

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

QQQJMeasureSCHB

+21.6%Year to dateJan 1 → Nov 4+13.3%

+22.4%1 yearTotal return+13.3%

+26.0%3 years · per year$10,000 became $19,987 · $19,056+24.0%

+6.2%5 years · per year$10,000 became $13,531 · $17,270+11.5%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.74%Trailing 12-mo yield$74 · $104 a year on $10k1.04%

−11.8%Worst dropSmaller is better−8.9%

19.6%VolatilityLower is calmer13.1%

QQQJSCHB Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SCHB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QQQJ vs SCHB: Top 5 Holdings

Today

QQQJ

11.3%in top 5

SCHB

in top 524.4%

QQQJStockSCHB

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

not top 5AMZN3.4%

2.8%NTRAnot top 5

2.7%EBAYnot top 5

not top 5GOOGL2.2%

2.1%RVMDnot top 5

1.9%NTAPnot top 5

1.9%BIIBnot top 5

Held in common2.2%

End-of-day Nov 4, 2026 · share of each fund

QQQJ vs SCHB Returns, Every Period

InvescoQQQJ

+6.2%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

QQQJSCHBFaded: behind in that period

3–1QQQJ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

QQQJ vs SCHB

YTD

InvescoQQQJ

+21.6%

SCHBSchwab

+13.3%

+21.6%Year to date+13.3%

−11.8%Worst drop · 1Y−8.9%

19.6%Volatility · 1Y13.1%

0.7%Yield1.0%

$1.2BAssets$44.0B

3–1SCHB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QQQJ, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

QQQJ0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: QQQJ, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

QQQJ0.74%$74

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

QQQJ$74 − $15 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: QQQJ, SCHB

Today

2.2%most shared, QQQJ and SCHB

QQQJSCHB

QQQJ—2.2%

SCHB2.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.4%QQQJ, at 19.6% volatility

SCHBWorst drop−8.9%13.1% vol

QQQJWorst drop−11.8%19.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBQQQJ

+13.3%Year to date+21.6%

1.0%Yield0.7%

+13.3%Past year+22.4%

0.03%Fee0.15%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026