SCHD vs SQBA

SCHD vs SQBA

Which is better, SCHD or SQBA?

Large Cap Value against Option Writing.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricSCHDSQBA
Expense Ratio0.06%Best0.85%
AUM$111.6B$3M
Dividend Yield3.24%0.00%
Holdings20610
YTD Return+24.55%Best+0.82%
1Y Return+29.85%-
3Y Return (annualized)+16.64%-
5Y Return (annualized)+9.54%-
Fund FamilyCharles Schwab Asset ManagementFirst Trust Portfolios (US)
CategoryEquityAlternative
StyleLarge Cap ValueOption Writing
InceptionOct 20, 2011Aug 21, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SCHD vs SQBA 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.

SCHD vs SQBA Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and FT Vest US Equity Quarterly 15 Buffer ETF (SQBA) is an ETF from First Trust Portfolios (US). Year to date, SCHD is up 24.55% versus a gain of 0.82% for SQBA.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while SQBA charges 0.85%. On a $10,000 position that is $6 vs $85 annually, a gap of $79 per year that compounds over a long holding period. On income, SCHD currently yields 3.24% against 0.00% for SQBA.

You are not choosing between two funds in isolation.

Whichever of SCHD and SQBA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDSQBA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or SQBA?

SCHD has an expense ratio of 0.06% while SQBA charges 0.85%. SCHD is the cheaper option, by $79 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or SQBA?

SCHD yields 3.24% while SQBA yields 0.00%, so SCHD currently pays the higher dividend yield.

Is SQBA better than SCHD?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.