Compare · 2 funds side by side · dividends reinvested

SCHQ and SCHD

SCHQSchwab×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

SCHQ 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%$123B1.4

Schwab Long-Term U.S. Treasury ETFBonds & Cash · Treasuries0.03%4.94%−2.2%−3.7%+4.3%−6.7%−11.4%8.9%$896M1.6

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: SCHQ 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Long-Term U.S. Treasury ETF · $896M$7,082

SCHQ

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SCHQMeasureSCHD

−2.2%Year to dateJan 1 → Nov 4+35.3%

−3.7%1 yearTotal return+41.6%

+4.3%3 years · per year$10,000 became $11,354 · $17,908+21.4%

−6.7%5 years · per year$10,000 became $7,082 · $16,881+11.0%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

4.94%Trailing 12-mo yield$494 · $291 a year on $10k2.91%

−11.4%Worst dropSmaller is better−6.9%

8.9%VolatilityLower is calmer11.5%

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

3–5SCHD wins

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

More Ways to See the Pairs

SCHQ vs SCHD: Top 5 Holdings

Today

SCHQ

0.5%in top 5

SCHD

in top 521.6%

SCHQStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

0.5%GVMXXnot top 5

Held in common0.0%

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

SCHQ vs SCHD Returns, Every Period

SchwabSCHQ

−6.7%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

SCHQSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: SCHQ vs SCHD

YTD

SchwabSCHQ

−2.2%

SCHDSchwab

+35.3%

−2.2%Year to date+35.3%

−11.4%Worst drop · 1Y−6.9%

8.9%Volatility · 1Y11.5%

4.9%Yield2.9%

$896MAssets$123B

2–2level

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

Cost, Income and Risk

Fees: SCHQ, SCHD

Today

0.03%lowest, SCHQ

FundExpense ratioFee$10k

SCHQ0.03%$3

SCHD0.06%$6

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

Yields: SCHQ, SCHD

4.94%highest, SCHQ

FundTrailing yieldYield$10k

SCHQ4.94%$494

SCHD2.91%$291

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

Income After Fees on $10,000

$491most kept, SCHQ

SCHQ$494 − $3 = $491

SCHD$291 − $6 = $285

KeptFee

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

Overlap: SCHQ, SCHD

Today

0.0%most shared, SCHQ and SCHD

SCHQSCHD

SCHQ—0.0%

SCHD0.0%—

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

SCHQWorst drop−11.4%8.9% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

SCHQSCHD

−2.2%Year to date+35.3%

4.9%Yield2.9%

−3.7%Past year+41.6%

0.03%Fee0.06%

2–2level

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