SPQ yields 17.60% · SCHD yields 3.44%● Live data
📍 SPQ pulled ahead of the other in Year 1
Combined, SPQ + 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 SPQ + SCHD for your $10,000?
The Simplify US Equity PLUS QIS ETF (SPQ) seeks to achieve long-term capital appreciation by overlaying a diversified basket of Quantitative Investment Strategies (QIS) on top of a core US equity exposure. The goal of the 100% equity + 50% QIS portfolio is to enhance both absolute and risk-adjusted returns of a core equity investment. The fund is also a simple way to gain exposure to an alternative return source without reducing equity exposure.
Full SPQ 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.