Compare · 2 funds side by side · dividends reinvested

QQQJ and SCHD

QQQJInvesco×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

QQQJ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.1

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%$1.2B1.9

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

QQQJ

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

QQQJMeasureSCHD

+21.6%Year to dateJan 1 → Nov 4+35.3%

+22.4%1 yearTotal return+41.6%

+26.0%3 years · per year$10,000 became $19,987 · $17,908+21.4%

+6.2%5 years · per year$10,000 became $13,531 · $16,881+11.0%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

0.74%Trailing 12-mo yield$74 · $291 a year on $10k2.91%

−11.8%Worst dropSmaller is better−6.9%

19.6%VolatilityLower is calmer11.5%

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

1–7SCHD 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 SCHD: Top 5 Holdings

Today

QQQJ

11.3%in top 5

SCHD

in top 521.6%

QQQJStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

2.8%NTRAnot top 5

2.7%EBAYnot top 5

2.1%RVMDnot top 5

1.9%NTAPnot top 5

1.9%BIIBnot top 5

Held in common0.8%

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

QQQJ vs SCHD Returns, Every Period

InvescoQQQJ

+6.2%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

QQQJSCHDFaded: behind in that period

1–3SCHD wins

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

Stocks vs Income: QQQJ vs SCHD

YTD

InvescoQQQJ

+21.6%

SCHDSchwab

+35.3%

+21.6%Year to date+35.3%

−11.8%Worst drop · 1Y−6.9%

19.6%Volatility · 1Y11.5%

0.7%Yield2.9%

$1.2BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: QQQJ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

QQQJ0.15%$15

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

Yields: QQQJ, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

QQQJ0.74%$74

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

QQQJ$74 − $15 = $59

KeptFee

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

Overlap: QQQJ, SCHD

Today

0.8%most shared, QQQJ and SCHD

QQQJSCHD

QQQJ—0.8%

SCHD0.8%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% 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

SCHDQQQJ

+35.3%Year to date+21.6%

2.9%Yield0.7%

+41.6%Past year+22.4%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026