AIQU vs SCHD
MicroSectors 3x Long Artificial Intelligence (AI) ETN vs Schwab US Dividend Equity ETF
Which is better, AIQU or SCHD?
Trading-Leveraged Equity against Large Cap Value.
AIQU is less concentrated, with 32.9% of the fund in its ten largest positions against 41.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AIQU | SCHD |
|---|---|---|
| Expense Ratio | - | 0.06% |
| AUM | $21M | $111.6B |
| Dividend Yield | 0.00% | 3.24% |
| Holdings | 88 | 206 |
| YTD Return | -26.45% | +24.55%Best |
| 1Y Return | - | +29.85% |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Top 10 Weight | 32.9%Best | 41.6% |
| Fund Family | BMO Capital Markets | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Jun 3, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
AIQU vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AIQU vs SCHD Performance
MicroSectors 3x Long Artificial Intelligence (AI) ETN (AIQU) is an ETF from BMO Capital Markets and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, AIQU is down 26.45% versus a gain of 24.55% for SCHD.
Past performance does not guarantee future results.
Holdings Overlap
2.5% of AIQU's money is in holdings SCHD also owns. 7.7% of SCHD's money is in holdings AIQU also owns.
SCHD and AIQU share little of their money.
2 positions in common, counted across the 88 positions we hold weights for in AIQU and 98 in SCHD, against full books of 88 and 206.
What only one of them owns
Our book lists 95 positions for SCHD that do not appear in our book for AIQU (92.0% of the fund), and 54 for AIQU that do not appear in SCHD (70.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of AIQU and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
What is the holdings overlap between AIQU and SCHD?
7.7% of SCHD's money is in holdings AIQU also owns. 7.7% of SCHD's is in holdings AIQU also owns. They hold 2 positions in common, counted across the 88 positions we hold weights for in AIQU and 98 in SCHD.
Which pays a higher dividend, AIQU or SCHD?
AIQU yields 0.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than AIQU?
AIQU is less concentrated, with 32.9% of the fund in its ten largest positions against 41.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.