Compare/QQQ vs SCHG

QQQ vs SCHG — ETF Comparison

Invesco QQQ Trust, Series 1 (QQQ) and Schwab U.S. Large-Cap Growth ETF (SCHG) differ in expense ratio (0.18% vs 0.04%) and AUM ($426.66B vs $53.70B). Here's how they compare across all key metrics.

Performance Comparison

Quick Verdict

QQQ wins on 7 out of 10 metrics. SCHG has a lower expense ratio (0.04%). SCHG has higher AUM ($53.70B).

Basic Information

Metric
QQQ
SCHG
Fund Name
Invesco QQQ Trust, Series 1
Schwab U.S. Large-Cap Growth ETF
Issuer
Invesco
Schwab
Inception Date
Mar 10, 1999
Dec 11, 2009
Expense Ratio
0.18%
0.04%
AUM
$426.66B
$53.70B
Holdings Count
102
196
Current Price
$660.55
$32.66
Today's Change
+0.47%
-0.34%
Dividend Yield
0.46%
0.38%

Performance Comparison

Period
QQQ
SCHG
1M
+18.32%
+16.23%
3M
+4.94%
+1.30%
6M
+5.01%
-2.16%
YTD
+7.74%
-0.21%
1Y
+38.91%
+28.53%
3Y
+105.02%
+99.82%
5Y
+95.44%
+98.53%

Top Holdings

9 overlapping holdings in top 10

QQQ Holdings
NVDANVIDIA Corp
8.76%
AAPLApple Inc
7.25%
MSFTMicrosoft Corp
5.57%
AMZNAmazon.com Inc
4.94%
AVGOBroadcom Inc
3.59%
GOOGLAlphabet Inc
3.56%
METAMeta Platforms Inc
3.51%
TSLATesla Inc
3.37%
GOOGAlphabet Inc
3.31%
WMTWalmart Inc
3.21%
SCHG Holdings
NVDANVIDIA CORP
11.99%
AAPLAPPLE INC
9.92%
MSFTMICROSOFT CORP
7.63%
AMZNAMAZON COM INC
6.16%
AVGOBROADCOM INC
4.92%
GOOGLALPHABET INC CLASS A
4.88%
GOOGALPHABET INC CLASS C
3.90%
METAMETA PLATFORMS INC CLASS A
3.67%
TSLATESLA INC
3.43%
LLYELI LILLY
2.59%

Sector Allocation

QQQ Sectors
Technology52.19%
Communication Services15.73%
Consumer Cyclical12.29%
Consumer Defensive7.75%
Healthcare4.51%
Industrials4.02%
Utilities1.40%
Basic Materials1.15%
Energy0.55%
Financial Services0.24%
Cash & Others0.09%
Real Estate0.08%
SCHG Sectors
Technology44.88%
Communication Services15.34%
Consumer Cyclical12.53%
Healthcare8.78%
Financial Services7.21%
Industrials5.86%
Consumer Defensive1.98%
Basic Materials1.55%
Energy0.88%
Real Estate0.52%
Utilities0.47%
Cash & Others0.00%

Frequently Asked Questions

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