QSIX vs SCHD
Pacer Metaurus Nasdaq-100 Dividend Multiplier 600 ETF vs Schwab US Dividend Equity ETF
Which is better, QSIX or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. QSIX led over the full window, SCHD over 1Y.
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 | QSIX | SCHD |
|---|---|---|
| Expense Ratio | 0.60% | 0.06%Best |
| AUM | $22M | $111.6B |
| Dividend Yield | 3.60% | 3.24% |
| Holdings | 107 | 206 |
| YTD Return | +17.19% | +24.55%Best |
| 1Y Return | +20.19% | +29.85%Best |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Volatility (annualized) | 16.5% | 14.2%Best |
| Max Drawdown | -19.5% | -16.1%Best |
| $10,000 over 2.1 years | $14,995Best | $12,967 |
| Fund Family | Pacer ETFs | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Sep 23, 2024 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Sep 24, 2024 to Oct 14, 2026 (2.1 years).
QSIX 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 covers the 2.1 years both funds cover.
QSIX vs SCHD Performance
Pacer Metaurus Nasdaq-100 Dividend Multiplier 600 ETF (QSIX) is an ETF from Pacer ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year QSIX returned +20.19% while SCHD returned +29.85%. Year to date, QSIX is up 17.19% versus a gain of 24.55% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QSIX has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 14.2% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.5% for QSIX and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.04. They move largely independently of each other.
Fees and Cost Over Time
QSIX charges 0.60% per year while SCHD charges 0.06%. On a $10,000 position that is $60 vs $6 annually, a gap of $54 per year that compounds over a long holding period. On income, QSIX currently yields 3.60% against 3.24% for SCHD.
Holdings Overlap
At least 24.1% of SCHD's money is in holdings QSIX also owns.
Stated as a floor: for QSIX, our book for it covers 93.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SCHD and QSIX share little of their money.
8 positions in common, counted across the 100 positions we hold weights for in QSIX and 98 in SCHD, against full books of 107 and 206.
Top Shared Holdings
| Stock | Weight in QSIX | Weight in SCHD | Difference |
|---|---|---|---|
| TXNTexas Instrument Inc | 1.03% | 4.89% | 3.86% |
| QCOMQualcomm Inc. | 0.72% | 4.61% | 3.89% |
| AMGNAmgen Inc. | 0.83% | 3.86% | 3.03% |
| PEPPepsico Inc. | 0.65% | 3.80% | 3.15% |
| ADPAutomatic Data Processing, Inc. | 0.40% | 2.63% | 2.23% |
| CMCSAComcast Corp. Class A | 0.29% | 1.96% | 1.67% |
| FASTFastenal Co. | 0.22% | 1.50% | 1.28% |
| PAYXPaychex, Inc. | 0.14% | 0.81% | 0.67% |
24.1% of SCHD is already inside QSIX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QSIX or SCHD?
QSIX has an expense ratio of 0.60% while SCHD charges 0.06%. SCHD is the cheaper option, by $54 a year on a $10,000 investment.
Which performed better, QSIX or SCHD?
Over the past year QSIX returned +20.19% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), QSIX annualized +21.28% vs +13.17% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QSIX or SCHD?
QSIX has been the more volatile fund at 16.5% annualized versus 14.2% for SCHD. Worst drawdown: QSIX -19.5% vs SCHD -16.1%.
Should I hold both QSIX and SCHD?
QSIX and SCHD have a monthly-return correlation of 0.04, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between QSIX and SCHD?
At least 24.1% of SCHD's money is in holdings QSIX also owns. Our book for QSIX is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 100 positions we hold weights for in QSIX and 98 in SCHD.
Which pays a higher dividend, QSIX or SCHD?
QSIX yields 3.60% while SCHD yields 3.24%, so QSIX currently pays the higher dividend yield.
Is SCHD better than QSIX?
SCHD has a lower expense ratio. QSIX led over the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.