SMQ yields 0.22% · SCHD yields 3.46%● Live data
📍 SCHD pulled ahead of the other in Year 1
Combined, SMQ + SCHD cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of SMQ + SCHD for your $10,000?
SMQ provides 1x inverse exposure to the monthly performance of QQQ, an ETF composed of 100 NASADAQ-listed stocks. The funds strategy involves entering into swap agreements with global financial institutions, exchanging returns based on the performance of QQQ shares. To achieve maximum results, the fund may also place its remaining cash in US government securities, money market funds, short-term bond ETFs, or high-quality corporate debt, as collateral required by the fund's counterparties. Holdings are rebalanced at month-end to maintain the 100% inverse exposure. However, if QQQs price rises by 35% or more within a month, the fund will rebalance early to protect against further losses, although this may prevent it from meeting its target return for that month.
Full SMQ Calculator →The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index.
Full SCHD Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.