Compare · 4 funds side by side · dividends reinvested

SQLV, SCHD, VUG and VO

SQLVFranklin Templeton×SCHDSchwab×VUGVanguard×VOVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the four · RiskSmallest drop

SQLV, SCHD, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B2.5

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+25.9%+15.8%+6.2%−7.7%16.6%$39M3.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: SQLV 2017 · SCHD 2011 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

1Y

Royce Quant Small-Cap Quality Value ETF · $39M$12,589

SQLV

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SQLV vs VO: Top 5 Holdings

Today

SQLV

4.9%in top 5

VO

in top 55.3%

SQLVStockVO

1.3%DXCnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

Cost, Income and Risk

Fees: SQLV, SCHD, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

SCHD0.06%$6

SQLV0.60%$60

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VO

Vanguard Morningstar Mid-Cap ETF · $103B$11,371

$10,000 one year ago, dividends reinvested · they hold 0.0% in common

SQLVMeasureVO

+22.6%Year to dateJan 1 → Nov 13+14.0%

+25.9%1 yearTotal return+13.7%

+15.8%3 years · per year$10,000 became $15,545 · $16,641+18.5%

+6.2%5 years · per year$10,000 became $13,488 · $13,748+6.6%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

1.03%Trailing 12-mo yield$103 · $135 a year on $10k1.35%

−7.7%Worst dropSmaller is better−8.2%

16.6%VolatilityLower is calmer13.2%

SQLVVO Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5VO wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.0%KDnot top 5

not top 5PWR1.0%

0.9%EMBCnot top 5

0.9%KSSnot top 5

0.8%FHInot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

SQLV vs VO Returns, Every Period

5Y

Franklin TempletonSQLV

+6.2%

5 years, per year

VOVanguard

+6.6%

5 years, per year

SQLVVOFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLV vs SCHD

YTD

Franklin TempletonSQLV

+22.6%

SCHDSchwab

+34.9%

+22.6%Year to date+34.9%

−7.7%Worst drop · 1Y−6.9%

16.6%Volatility · 1Y11.7%

1.0%Yield2.9%

$39.3MAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: SQLV, SCHD, VUG, VO

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

VO1.35%$135

SQLV1.03%$103

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

VO$135 − $3 = $132

SQLV$103 − $60 = $43

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SQLV, SCHD, VUG, VO

Today

10.2%most shared, VUG and VO

SQLVSCHDVUGVO

SQLV—0.5%0.0%0.0%

SCHD0.5%—0.8%6.9%

VUG0.0%0.8%—10.2%

VO0.0%6.9%10.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VOWorst drop−8.2%13.2% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSQLV

+34.9%Year to date+22.6%

2.9%Yield1.0%

+37.5%Past year+25.9%

0.06%Fee0.60%

4–0SCHD wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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SQLV, SCHD, VUG and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four