Compare · 2 funds side by side · dividends reinvested

QQQS and SCHB

QQQSInvesco×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 04

QQQS and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco NASDAQ Future Gen 200 ETFUS Stock Styles · Large cap0.20%1.90%+15.4%+13.9%+27.3%[…]−15.4%26.6%$21M1.4

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: QQQS 2022 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Invesco NASDAQ Future Gen 200 ETF · $21M[…]

QQQS

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

QQQSMeasureSCHB

+15.4%Year to dateJan 1 → Nov 3+11.6%

+13.9%1 yearTotal return+11.7%

+27.3%3 years · per year$10,000 became $20,631 · $18,993+23.8%

[…]5 years · per year$10,000 became […] · $16,894+11.1%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

1.90%Trailing 12-mo yield$190 · $106 a year on $10k1.06%

−15.4%Worst dropSmaller is better−8.9%

26.6%VolatilityLower is calmer13.1%

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

4–3QQQS wins

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

More Ways to See the Pairs

QQQS vs SCHB: Top 5 Holdings

Today

QQQS

4.5%in top 5

SCHB

in top 524.2%

QQQSStockSCHB

not top 5AAPL6.8%

not top 5NVDA6.7%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.2%

1.0%MYGNnot top 5

1.0%PACBnot top 5

0.9%OSPNnot top 5

0.8%INOnot top 5

0.8%PCRXnot top 5

Held in common0.3%

End-of-day Nov 3, 2026 · share of each fund

QQQS vs SCHB Returns, Every Period

InvescoQQQS

+13.9%

past year

SCHBSchwab

+11.7%

past year

QQQSSCHBFaded: behind in that period

3–0QQQS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

QQQS vs SCHB

YTD

InvescoQQQS

+15.4%

SCHBSchwab

+11.6%

+15.4%Year to date+11.6%

−15.4%Worst drop · 1Y−8.9%

26.6%Volatility · 1Y13.1%

1.9%Yield1.1%

$20.7MAssets$44.0B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QQQS, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

QQQS0.20%$20

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: QQQS, SCHB

1.90%highest, QQQS

FundTrailing yieldYield$10k

QQQS1.90%$190

SCHB1.06%$106

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$170most kept, QQQS

QQQS$190 − $20 = $170

SCHB$106 − $3 = $103

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: QQQS, SCHB

Today

0.3%most shared, QQQS and SCHB

QQQSSCHB

QQQS—0.3%

SCHB0.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.9%QQQS, at 26.6% volatility

SCHBWorst drop−8.9%13.1% vol

QQQSWorst drop−15.4%26.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

QQQSSCHB

+15.4%Year to date+11.6%

1.9%Yield1.1%

+13.9%Past year+11.7%

0.20%Fee0.03%

3–1QQQS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026