SCHB vs QQQ

Both SCHB and QQQ are ETFs. SCHB has a lower 5-year return than QQQ (13.93% vs 22.31%). SCHB has a lower expense ratio than QQQ (0.03% vs 0.2%). Below is the comparison between SCHB and QQQ.

QQQ SCHB
Segment Equity: U.S. - Large Cap Equity: U.S. - Total Market
Issuer Invesco PowerShares Charles Schwab
Net Assets $100.58B $13.46B
Expense Ratio 0.20% 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.74% 2.11%
Underlying Index NASDAQ-100 Index Dow Jones U.S. Broad Stock Market Index
YTD Return 41.38% 16.40%
1-Year Return 46.21% 19.15%
3-Year Return 25.17% 14.06%
5-Year Return 22.31% 13.93%
10-Year Return 20.16% 14.00%

SCHB description

The Fund seeks diversified exposure across large- and small-cap U.S. stocks. It seeks investment results that track performance, before fees and expenses, of the approximately 2,500-stock Dow Jones U.S. Broad Stock Market Index.

SCHB performance & returns

YTD Return 16.40%
1-Month Return 8.81%
3-Month Return 6.91%
1-Year Return 19.15%
3-Year Return 14.06%
5-Year Return 13.93%
10-Year Return 14.00%
SCHB expense ratio is 0.03%.

SCHB holdings

Top 10 Holdings (23.11% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.34%
Microsoft Corp MSFT 4.67%
Amazon.com Inc AMZN 3.94%
Facebook Inc A FB 1.93%
Alphabet Inc A GOOGL 1.48%
Alphabet Inc Class C GOOG 1.45%
Berkshire Hathaway Inc Class B BRK.B 1.22%
Johnson & Johnson JNJ 1.10%
Procter & Gamble Co PG 1.04%
NVIDIA Corp NVDA 0.94%

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QQQ description

The Fund seeks to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index. The Index measures the average performance of a broadly diversified group of equity securities issued by 100 of the largest non-financial companies listed on The NASDAQ Stock Market, Inc.

QQQ performance & returns

YTD Return 41.38%
1-Month Return 5.78%
3-Month Return 2.88%
1-Year Return 46.21%
3-Year Return 25.17%
5-Year Return 22.31%
10-Year Return 20.16%
QQQ expense ratio is 0.2%.

QQQ holdings

Top 10 Holdings (56.23% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 13.00%
Microsoft Corp MSFT 10.70%
Amazon.com Inc AMZN 10.62%
Facebook Inc A FB 4.42%
Alphabet Inc A GOOGL 3.89%
Alphabet Inc Class C GOOG 3.78%
Tesla Inc TSLA 3.22%
NVIDIA Corp NVDA 2.75%
PayPal Holdings Inc PYPL 1.94%
Adobe Inc ADBE 1.91%

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