ETF comparison
QUAL vs SCHD
Quality Factor vs Dividend.
iShares MSCI USA Quality Factor ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
17 positions appear in both funds. Buying equal dollars of QUAL and SCHD would leave roughly 8.2% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHD is 9 bps cheaper than QUAL. On a $100,000 position that's about $90/yr more in fees for QUAL.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with QUAL vs SCHD.
Top shared holdings
17 shared in total| # | Holding | In QUAL | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | MERCK & CO., INC. | 1.25% | 3.86% | 1.25% |
| 2 | AUTOMATIC DATA PROCESSING, INC. | 1.18% | 2.25% | 1.18% |
| 3 | LOCKHEED MARTIN CORPORATION | 0.96% | 2.70% | 0.96% |
| 4 | THE PROCTER & GAMBLE COMPANY | 0.82% | 3.55% | 0.82% |
| 5 | THE COCA-COLA COMPANY | 0.81% | 3.96% | 0.81% |
| 6 | ACCENTURE PUBLIC LIMITED COMPANY | 0.68% | 2.90% | 0.68% |
| 7 | FASTENAL COMPANY | 0.51% | 1.28% | 0.51% |
| 8 | Pepsico, Inc. | 0.36% | 3.44% | 0.36% |
| 9 | BEST BUY CO., INC. | 0.35% | 0.38% | 0.35% |
| 10 | EOG RESOURCES, INC. | 0.32% | 1.82% | 0.32% |
| 11 | PAYCHEX, INC. | 0.29% | 0.79% | 0.29% |
| 12 | SLB N.V. | 0.29% | 2.05% | 0.29% |
Only in QUAL
108 total- MICROSOFT CORPORATION 7.16%
- APPLE INC. 6.64%
- NVIDIA CORPORATION 5.85%
- THE TJX COMPANIES, INC. 3.98%
- META PLATFORMS, INC. 3.69%
- ELI LILLY AND COMPANY 3.66%
- LAM RESEARCH CORPORATION 3.49%
- VISA INC. 3.17%
- APPLIED MATERIALS, INC. 3.10%
- KLA CORPORATION 2.47%
Only in SCHD
82 total- QUALCOMM Inc 6.74%
- Texas Instruments Inc 5.90%
- UnitedHealth Group Inc 5.09%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- ConocoPhillips 3.51%
- Amgen Inc 3.47%
- Home Depot Inc/The 3.36%
- Abbott Laboratories 2.96%
- Altria Group Inc 2.94%
Related comparisons
More comparisons with QUAL
- QUAL vs COWZ · Pacer US Cash Cows 100 ETF 7.7%
- QUAL vs VFLO · Victoryshares Free Cash Flow ETF 6.5%
- QUAL vs VB · Vanguard Morningstar Small-Cap ETF 2.9%
- QUAL vs IJH · iShares Core S&P Mid-Cap ETF 0.4%
- QUAL vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- QUAL vs IQLT · iShares MSCI Intl Quality Factor ETF 0.0%
More comparisons with SCHD
- SCHD vs DFAU · Dimensional US Core Equity Market ETF 7.9%
- SCHD vs BBUS · JPMorgan BetaBuilders U.S. Equity ETF 7.9%
- SCHD vs MGC · Vanguard Morningstar Mega Cap ETF 7.8%
- SCHD vs VV · Vanguard Morningstar Large-Cap ETF 7.6%
- SCHD vs DFUS · Dimensional U.S. Equity Market ETF 7.6%
- SCHD vs VOO · Vanguard S&P 500 ETF 7.6%
Percentages are holdings overlap with the named fund.
Open QUAL or SCHD at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.