Qqqm vs schd 59 while SCHD's was 10. So 60% VTI, 15% Schd/dgro, 15%Qqqm, and 10% AVUV. VTI does overlap with the other three. 52%, which is slightly lower than VOO's 11. Mar 10, 2025 · SCHD ETF stock faces headwinds and tailwinds: is it a buy? Compare Schwab U. 52% return. 46, which is comparable to the SCHG Sharpe Ratio of 0. 39, it is likely that the S&P 500 will usually have Mar 6, 2025 · Compare Schwab U. Let me know what you think The QQQ would be your growth, and your SCHD would be your Value/Dividend (even though these stocks are so good that they grow too) This combo may not have enough Energy and Utilities for the coming couple years so I personally have 4% in Energy and 10% in Reaves Utility Fund. These are facts (as of april 4th at 2pm est) 3 Fund Portfolio vs SCHD? Compare QQQM and SCHG ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. Check out the side-by-side comparison table of QQQM vs. Because most investors don’t beat the market, then 3 days ago · JEPQ and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 64 and 11. SCHG Dividend Yield. Take a look at their holdings. For me, I'm taking SCHD and SCHG any day tho. Jun 22, 2023 · Summary. 난 배당금을 많이 받고 싶다! Mar 3, 2023 · In this video I explain why SCHD & QQQM are considered the Golden Duo. 하지만 종목 비중으로 계산했을 때는 qqqm 과 schd의 중복 비중은 6%로 위에서 봤던 case 1보다 더 낮은 것을 확인할 수 있습니다. Just buy IVV or SCHX instead of SPY. Get comparison charts for tons of financial metrics! SCHD targets high-dividend stocks (as they are defined by the index provider). 3% annual income Mar 14, 2025 · Compare Invesco QQQ Trust QQQ, Schwab U. SCHD comparisons: including fees, performance, dividend yield, holdings and technical indicators to make a better investment decision. 77. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. Dividend Equity ETF, trading under the ticker symbol SCHD, is an exchange-traded fund managed by Charles Schwab Investment Management. It's got a tech-bullish bent w/ QQQ but I'd rather bet on the most dominant top 500 companies in the US vs. ("Nasdaq" or the "index provider") compiles, maintains and calculates the underlying index, which includes securities of 100 of the largest domestic and international nonfinancial companies listed 54% of SCHD’s holdings are in VOO but only 10% of VOO’s holdings are in SCHD. Get comparison charts for tons of financial metrics! Compare QQQM and SPLG ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. SCHD : Discover the differences and similarities between JEPI and SCHD, two ETFs that offer exposure to high-dividend-yielding equities. 12%. They behave differently in different environments, they will typically be heavily correlated but having a mix helps diversify a little where gains in one might offset losses in another during In the past year, SCHD returned a total of 10. 34 for SCHD. Strictly in accordance with its guidelines and mandated procedures, Nasdaq, Inc. 00) have matching turnover. Dec 21, 2024 · A portfolio of SCHD and QQQ (buy QQQM for the lower fees; QQQ if planning to trade options) would have beaten FDVV and the S&P 500 while offering lower volatility, lower maximum drawdowns, and Given that tech and AI will likely still be king in the future, is the higher risk (and volatility)/higher return from QQQM worth it, or should I settle for an average market return from VOO only? A quick compare between S&P 500 and Nasdaq 100 historically shows that the latter has done incredibly well vs the former. Like 1 year ago from today, QQQ is up 26% MORE than SCHD, and 90% higher the last 5 years. I am wanting to add QQQM and/or SCHD. Conclusion Nov 16, 2024 · VOO vs. Both give near market total returns with a double digit dividend growth rate. QQQ pays a very low dividend, so the capital gains from which the returns are primarily derived are only taxed at sale. 00%, which is slightly higher than JEPQ's 9. 69%, while the dividend yield of SCHD is 3. VTI It would make sense to pair VTI with a SCV fund as opposed to more large cap. Dividend Equity ETF SCHD and Vanguard S&P 500 ETF VOO. 3% total return, VOO -8. 04 five-year beta, (QQMG, AOTG), as have others like QQQM/QQQ. anything else. 2% total return. SCHD is just large company dividend stocks, which also overlaps pretty significantly with VOO. I have been researching more ETF's to add a third to my account. S. Over the past 10 years, SCHD has had annualized average returns of 11. Compare SCHD and VTV ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. Get comparison charts for tons of financial metrics! You can't really go wrong either way. 25% return, which is significantly lower than SCHD's 2. Compare QQQM and VTI ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. 1B). dgro: 30%. The index is designed to measure the performance of high dividend yielding stocks issued by U. Over the past 10 years, SWPPX has outperformed SCHD with an annualized return of 12. I personally do 25% each of SCHD and DGRO then the last 50% are my top 10 dividend growth stocks at 5% each. 그래서 안정성을 원하시는 분들은 schd에 투자하는 것을 추천드립니다. 07% return. Get comparison charts for tons of financial metrics! Nov 17, 2012 · 수페님은 배당주를 통한 안정된 투자를 지향하기 때문에, 무리한 투자플랜이 아닌, 배당etf를 통한 노후플랜을 제시해 주셨다. Those 2 combined is basically just VOO with statistical screens for growth rate (QQQ) and financia Compare SCHG and QQQM ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. 21% annualized return. SCHG's top 10 looks almost like VOO and VTI. Nov 20, 2024 · Both FXAIX and SCHD pay dividends to their shareholders from the earnings of their underlying stocks. This fund passively tracks the top 100 (non -financial) companies on the NASDAQ. 71B assets vs QQQM with $8. But go back test VTI/QQQ/SCHD, look at the holdings. 54. Also there is a subtle tax efficiency consideration. Also, dividends aren't free money. Of course, SWPPX outperforms but to what degree on a risk adjusted basis is another story. Dividend Equity ETF SCHD and SPDR S&P 500 ETF Trust SPY. Mar 14, 2025 · To pursue its goal, the fund generally invests in stocks that are included in the index. I'm not sure broad would be an adjective I'd associate with QQQ/QQQM. 5% total return, VOO 10. Aug 12, 2022 · That said, as was the case on 6/30/2022, when VOO's P/E was 18. You really do not have much small cap exposure so I would exchange one of your dividend holdings with AVUV. I have been looking into growth funds as I already have a stable and dividend fund. SCHD would imply a modest tax burden over time. Both QQQM and SCHG pay dividends to their shareholders from the earnings of their underlying stocks. 099) vs SCHD (3. In my portfolio I currently invest in VOO and SCHD. Oct 4, 2024 · 2. Mar 17, 2024 · Compare the dividends of Schwab U. Compare key metrics and backtested performance data for QQQM vs SCHD like expense ratio, live pricing, AUM, volume, top holdings and more! Mar 14, 2025 · Compare Schwab U. In the past year, SCHD returned a total of 8. VT and QQQM tops holding are pretty similar so personally wouldn’t do both, AVUV is small market cap so for diversification with QQQm and SCHD that might a good one to choose. Nov 19, 2024 · QQQM is a variant of the well-known Invesco QQQ ETF, offering a similar investment profile but with a lower expense ratio, making it an attractive option for long-term investors. It was launched on May 3, 2022. If you’re young and aggressive, QQQ. 이 글에서는 SCHD(배당 중심), QQQ(성장 중심), VOO(안정성 중심) ETF를 비교하며, 각 상품의 특징과 장단점을 살펴보고 투자자에게 적합한 포트폴리오 전략을 제안 1 day ago · In the year-to-date period, SWPPX achieves a -3. Compare SPLG and QQQM ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. schd (40%): schd는 안정적이고 고배당 수익률을 제공하는 기업들로 구성돼 있어요. Get comparison charts for tons of financial metrics! Select SCHD due to the fact that it and QQQM are both large cap and approximately have the same number of holdings. Get comparison charts for tons of financial metrics! 4 days ago · Compare Vanguard S&P 500 ETF VOO, Schwab U. Therefore, your entire portfolio is basically US large cap. Oct 21, 2024 · Buying the market with the Vaguard S&P 500 ETF lets you match the market’s returns at low cost. 39%. 50 and SCHD's 14. For simplicity sake, I'd keep it in the family and do 50/50 SCHD/SCHG. FXAIX vs. Personally I have some in International but I’m not sure why. Nov 16, 2022 · However, I'm still sticking with QQQM (the lower cost version of QQQ) because combining SCHD and QQQM creates the best combination of high, very safe, and dependable yield with 16. As of 1/15/2024 the dividend yield of FXAIX is 1. SCHD (28. 91 five-year beta, an equal-weight pairing of the two nets out to a 1. Mar 10, 2025 · Compare Schwab U. Dividend Equity ETF SCHD, Vanguard S&P 500 ETF VOO, Invesco NASDAQ 100 ETF QQQM and Vanguard Total World Stock Index Fund ETF VT. JEPI vs. The ETF that I found the most attractive was QQQM. In this video, we'll compare QQQM and SCHD to see which one comes out on top for a $100k investment. SWPPX has a beta of 1 and SCHD has a beta of . These values are calculated using daily returns over the previous 12 months. Tech did very poorly in 2022 and value stocks doing (relatively) fantastic, you end up breaking even with VOO 2023, SCHD+QQQM 11. Over the past 10 years, SPLG has outperformed SCHD with an annualized return of 12. It was launched on Oct 20, 2011. Compare QQQM and VTV ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. Get comparison charts for tons of financial metrics! QQQ has $169. 10 vs . 71B. Dividend Equity ETF SCHD, Vanguard S&P 500 ETF VOO and Invesco QQQ Trust QQQ. Fund Overlap. Dividend Equity ETF SCHD and Invesco NASDAQ 100 ETF QQQM. It's really hard to sort out just by High Risk High Reward - Growth ETF (VUG, SCHG, or QQQM) Safe/ Stability - Dividend ETF (SCHD or VYM) What would the Fidelity equivalents be? Share Add a Comment. SCHD could add a little balance also. . These numbers are adjusted for stock splits and include dividends. 02B vs 146. 34% , compared to 12. Nov 20, 2024 · As of 1/15/2024, QQQM has a one year annualized return of 54. Then choose a ETF that targets mid-cap and perhaps small-cap companies. 00) and QQQM (27. 1. QQQM vs. 6 days ago · Compare QQQM and SCHD across key investment metrics, including historical performance, risk, expense ratio, dividends, Sharpe ratio, and more, to determine which asset aligns better with your portfolio strategy. I mean this makes sense, JEPI and JEPQ thrive in periods of volatility and their yield increases with increases volatility so they've done well in a highly volatile market, QQQ is held up by the Magnificent 7, and SCHD is an index fund that mostly doesn't include the growth stocks that hit big and have felt the effects of a bad market. Dec 21, 2024 · SCHD, QQQ, VOO는 모두 미국 ETF 시장에서 큰 인기를 끌고 있는 상품으로, 각기 다른 투자 목적과 성향을 가진 투자자들에게 맞는 선택지가 된다. Plain vanilla investing is best and easiest. Mar 14, 2025 · The current QQQM Sharpe Ratio is 0. Compare SCHG and SCHD ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. Which sounds the best to you? 80% VOO 20% QQQM 80% VOO 20% SCHD 80% VOO 10% QQQM 10% SCHD 80% VOO 15% SCHD 5% QQQM Compare VOO and SCHD ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. It compares fees, performance, dividend yield, holdings, technical indicators, and many other metrics that help make better ETF investing decisions. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U. Compare QQQM and SCHD ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. 38 and VOO's Price/cash Flow ratio was 14. Of course I can’t predict the future, but that combo has beaten VOO every year since inception with about 15% dividend CAGR. If someone is young enough to hold for 30 years, QQQM will (likely) having much greater returns than SCHD. qqqm vs schd qqqm 입장에서는 5. If you want to focus a little more on those companies of SCHD and SCHG then they are both solid choices. splg, qqqm, schd vs spyg, schd 배당,성장균형있게 가려하는데 둘중에 장기적립투자하려면 뭐가더 좋을까요? Compare key metrics and backtested performance data for QQQ vs SCHD like expense ratio, live pricing, AUM, volume, top holdings and more! SCHD sucks. 2. Daily volume is 17. 22% return, which is significantly lower than SCHD's 2. 20% return. It has an expense ratio of 0. 25% annualized return. 또한 schd가 배당기업을 추종하는 만큼 고배당금을 지급합니다. Reply reply gravityhashira61 Jan 23, 2025 · Compare Schwab U. Find out which one is the better choice for your money!S The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Also, look at past performance of QQQ to understand, tech stocks traded sideways for over a decade. Symbol Jun 22, 2023 · Summary. % of SCHG's 228 holdings also in QQQM. 16%, while SCHD has yielded a comparatively lower 11. Tech doing well and value doing poorly in 2023 mostly cancel out, but you end up outperforming so far. Compare QQQ and SCHD ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. I have around 60% VOO and 40% SCHD. Compare SCHD and QQQ ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. If you’re old or conservative, SCHD. Compare key metrics and backtested performance data for QQQ vs SCHD like expense ratio, live pricing, AUM, volume, top holdings and more! Everything in QQQ/QQQM is included in VOO, so it's an unneeded overlap. This fund has performed very well during the past 10+ years of large cap growth bull market. Research QQQM Invesco NASDAQ 100 ETF. qld, schd를 반반 투자하시면 qld가 qqq의 2배 레버리지라 반절만 투자해도 더 좋은 효과를 낼 수 있습니다. QQQM was incepted earlier than SCHD: QQQM (4 years) vs SCHD (13 years). 15 expense ratio. SCHD Expense Ratios 2 days ago · In the year-to-date period, SPLG achieves a -4. 쉽게 말해, 돈 잘 벌고 배당도 잘 주는 안정적인 회사들로 이루어졌다는 뜻이에요. 51. What would you recommend and what percentage? 10%? 20% of one and/or the other? Here is what I was thinking. 06% with a yield of 3. Research SCHG Schwab U. Compare SCHD and QQQM ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. Mar 12, 2025 · Compare iShares Core Dividend Growth ETF DGRO, Schwab U. 5% % of QQQM's 101 holdings also in SCHG. SCHD: This article provides an in-depth comparison between VOO and SCHD, helping you make informed decisions regarding large-cap stocks and dividend-focused investments. Get comparison charts for tons of financial metrics! 18 hours ago · SCHD and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. Market Research Platforms Seeking Alpha - Get $50 OFF with a 7-day FREE trial to the p Does 50% QQQM and 50% SCHD really outperform 100% VOO? Here is a comment that peaked me interest in this question! “I choose 50% QQQ 50% SCHD in my portfolio at similar age and time horizon. Today's article considers holding two low-cost ETFs from Schwab, SCHG and SCHD, in various combinations as an alternative to an S&P 500 Index ETF like SPY. SCHD. One way I categorize those two and SCHD in my head are that SCHD is closest to a large cap value, VOO large cap blend, and QQQ large cap tech growth. 92%, while SCHG has a five year annualized return of 50. 60% return. I personally have SCHD, O and VOO, with an 72/16/12 split or $90/$20/15 (per week) split in that order. QQQM has a higher annual dividend yield than SCHD: QQQM (5. Lower expense ratio and it doesn't have Pepsi in it. I like what you picked but given your long time frame I’d give VTI a much bigger %. TL;DR If VOO, SCHD, QQQM have so much overlap, then why do they perform and pay dividends differently? A couple days ago a post with a portfolio with a 33% split each of VOO, SCHD, and QQQ(M)* was posted to the sub with a picture of Warren buffet and some title of “dream portfolio” or something like that. Keep in mind that VTI holds 99% of SCHG and SCHD just in different weights. See which holdings any two equity ETFs have in common, along with top differences in exposure. splg: 20%. Compare DGRO and SCHD ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. qqq, qqqm) 단 하나의 종목에 투자해야 한다면 S&P 500 지수에 투자해야 한다는 옛말이 있지만, 최근 10년 기준 SCHD is more conservative. Compare JEPQ and SCHD ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. Mar 11, 2025 · The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. This is just me, but I would simplify to VT. It covers basically the entire world stock market. Even though VTI and SCHD play different roles in a portfolio, many investors compare the two funds in order to determine whether they should tilt their portfolio towards higher dividends or to stick with a broad-based index. Large-Cap Growth ETF. The dividend yield is a measure of how much a company pays in dividends relative to its share price. 3) qqqm 50% vug 25% avuv 15% vbk 10% SCHD will come later when I'm 5 years or so from retirement I'll start swapping my money towards either that or DGRO or DGRW. 근데 안 그러실 거잖아요. Sep 19, 2021 · 차라리 주가 상승으로 부자가 되고 싶으시면 qqqm, spyg 애매하게 섞지 말고 qqq 100% 투자를 하십시오. 6 days ago · SCHD and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHD is large cap value, tracking the largest 100 US companies that have a solid track record of providing dividends. JEPQ is an actively managed fund by JPMorgan Chase. Dividend 100 Index. 나스닥100 etf 해외직투 vs 국내형etf 비교분석 (ft. If you want to go really tech heavy VGT has smoked all the large cap growth one and has gone toe to toe with QQQ, its slightly cheaper than qqqm at . For QQQM I'd rather have SCHG. 47% for VOO. 1% 종목이 qqqm과 중복되고 있습니다. 9% 종목이 schd 와 중복되고 있습니다. QQQM (45. The dividend yield is a measure of how much a company pays in dividends relative to its share I know people suggest international ETFs, but not wanting to do that at this time. That’s the best perfect dividend growth ETF combination. Lots of comments say "too much large cap", "perf chasing", etc. Those 2 combined is basically just VOO with statistical screens for growth rate (QQQ) and financial health (SCHD). I'm still not certain on my plan, but thought my ideas may help. 19% return. 그리고 schd 입장에서는 6. SCHD is fine, but not super diverse. qqqm: 10% 이유. 62%. 52%, which is higher than SGOV's 5. Get comparison charts for tons of financial metrics! I choose 50% QQQ 50% SCHD in my portfolio at similar age and time horizon. In the past year, SCHD returned a total of 10. ("Nasdaq" or the "index provider") compiles, maintains and calculates the underlying index, which includes securities of 100 of the largest domestic and international nonfinancial companies listed 2022, SCHD+QQQM -8. qqq는 수익률이 높은만큼 하락장에서 schd보다 훨씬 큰 폭으로 떨어집니다. Not really bring that much difference. Sep 21, 2018 · SCHD looks most like VYM, which shouldn't be surprising since they both use dividend yield as a major factor in stock selection, but less than 2/3 of SCHD's components show up in DGRO. Check out the side-by-side comparison table of QQQ vs. Dividend Equity ETF SCHD and Invesco QQQ Trust QQQ. 660). As of 2/29/24, the 10 year annualized return for SWPPX is 12. The weighted overlap is only 11%, VOO is a lot more technology heavy where SCHD barely has any. QQQM will likely have more great rallies, but so will VTI. As long as you are ok DCAing through that. 그 중에서도 성장위주인 qqqm과 배당 위주인 schd를 중심으로 플랜셋팅! 이 영상을 이해하려면 qqqm과 schd에 대한 이해가 먼저 되어야 한다. Compare QQQM and SPLG ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. Feb 21, 2025 · SCHD has more net assets: 69B vs. Dividend Equity ETF SCHD, Vanguard S&P 500 ETF VOO and Invesco NASDAQ 100 ETF QQQM. 27M. The Schwab U. Just enough to max out my account for the year. Dividend Equity ETF SCHD, Vanguard S&P 500 ETF VOO, Invesco NASDAQ 100 ETF QQQM, JPMorgan Nasdaq Equity Premium Income ETF JEPQ and Vanguard Total Stock Market Index Fund ETF VTI. 26%, while SCHD has yielded a comparatively lower 11. Same as SCHD + VOO. 500, 250, or 100 stocks? The next decision is what split to go with. schd: 40%. SCHD makes sense if you’re 45+, needing a little less risk, and wanting supplemental income from a generous amount of capital, but if you’re 20/ I know others also combine VYM and VUG, there are also other dividend funds that can replace SCHD, and many growth focused funds that can replace SCHG like QQQM or so on. I still need to do more research though. Please read on for a comparison of SCHD vs Mar 23, 2024 · Since SCHD has a 0. SCHX is 700 stocks and not 500 Compare QQQM and VTI ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. Comparing SCHD and SWPPX without consideration for the lower beta on SCHD ignores a fundamental piece of investing. It comes down to how much growth and diversity you want to add on top of SCHD. The chart below compares the historical Sharpe Ratios of QQQM and SCHG, offering insights into how both investments have performed under varying market conditions. soddwmtktfcklxhvwactpeynljctbnxeibaixybwawledogvmxrijtyzezhhzhbdfyrfonnzhxftgc