Compare · 2 funds side by side · dividends reinvested

QTR and SCHB

QTRGlobal X×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

QTR 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%$44.0B1.1

Global X - Nasdaq 100 Tail Risk ETFUS Stock Styles · Large cap0.25%17.39%+7.4%+4.0%+20.0%+9.7%−11.7%17.2%$10M1.9

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: QTR 2021 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Nasdaq 100 Tail Risk ETF · $10M$15,853

QTR

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 47.6% in common

QTRMeasureSCHB

+7.4%Year to dateJan 1 → Nov 4+13.3%

+4.0%1 yearTotal return+13.3%

+20.0%3 years · per year$10,000 became $17,300 · $19,056+24.0%

+9.7%5 years · per year$10,000 became $15,853 · $17,270+11.5%

0.25%Expense ratio$25 · $3 a year on $10k · lower is better0.03%

17.39%Trailing 12-mo yield$1,739 · $104 a year on $10k1.04%

−11.7%Worst dropSmaller is better−8.9%

17.2%VolatilityLower is calmer13.1%

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

1–7SCHB wins

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

More Ways to See the Pairs

QTR vs SCHB: Top 5 Holdings

Today

QTR

30.7%in top 5

SCHB

in top 524.4%

QTRStockSCHB

8.0%NVDA6.8%

7.8%AAPL6.6%

6.2%MSFT5.3%

4.3%AMZN3.4%

4.3%MUnot top 5

not top 5GOOGL2.2%

Held in common47.6%

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

QTR vs SCHB Returns, Every Period

Global XQTR

+9.7%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

QTRSCHBFaded: behind in that period

0–4SCHB wins

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

QTR vs SCHB

YTD

Global XQTR

+7.4%

SCHBSchwab

+13.3%

+7.4%Year to date+13.3%

−11.7%Worst drop · 1Y−8.9%

17.2%Volatility · 1Y13.1%

17.4%Yield1.0%

$9.7MAssets$44.0B

3–1SCHB wins

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

Cost, Income and Risk

Fees: QTR, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

QTR0.25%$25

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

Yields: QTR, SCHB

17.39%highest, QTR

FundTrailing yieldYield$10k

QTR17.39%$1,739

SCHB1.04%$104

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

Income After Fees on $10,000

$1,714most kept, QTR

QTR$1,739 − $25 = $1,714

SCHB$104 − $3 = $101

KeptFee

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

Overlap: QTR, SCHB

Today

47.6%most shared, QTR and SCHB

QTRSCHB

QTR—47.6%

SCHB47.6%—

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

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

QTRWorst drop−11.7%17.2% vol

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

Paid More vs Made More

YTD

QTRSCHB

+7.4%Year to date+13.3%

17.4%Yield1.0%

+4.0%Past year+13.3%

0.25%Fee0.03%

3–1SCHB wins

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