SCHZ vs QQQ: Complete Comparison
Schwab U.S. Aggregate Bond ETF vs Invesco QQQ Trust — overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
📈Performance Comparison
⚔️Head-to-Head Comparison
🏆 QQQ wins this comparison
Key Factors
▶Additional Metrics (3)
Bottom line: QQQ wins with better expense ratio and number of holdings. Consider QQQ for your portfolio, but SCHZ is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
0 shared holdings representing 0.0% portfolio overlap
Top Shared Holdings
| # | Stock | SCHZ Weight | QQQ Weight | Overlap |
|---|
Top Holdings Only in SCHZ
Unique to SCHZ
| Symbol | Name | Weight |
|---|---|---|
| UST-10Y | U.S. Treasury Note 10Y | 8.50% |
| UST-5Y | U.S. Treasury Note 5Y | 7.20% |
| UST-30Y | U.S. Treasury Bond 30Y | 5.80% |
| UST-2Y | U.S. Treasury Note 2Y | 5.40% |
| FNMA-MBS | FNMA Mortgage-Backed | 4.85% |
Top Holdings Only in QQQ
Unique to QQQ
| Symbol | Name | Weight |
|---|---|---|
| NVDA | NVDA | 8.99% |
| AAPL | AAPL | 7.94% |
| MSFT | MSFT | 7.12% |
| AMZN | AMZN | 4.87% |
| TSLA | TSLA | 4.21% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = Σ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
📊 This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.
Want deeper analysis on SCHZ or QQQ?
Complement your EigenDex analysis with these research tools.
Some links may be affiliate links. We may earn a commission at no extra cost to you. This helps support EigenDex as a free tool. We only recommend tools we believe provide genuine value to investors.