Compare · 4 funds side by side · dividends reinvested

SQLV, VO, SCHD and VTV

SQLVFranklin Templeton×VOVanguard×SCHDSchwab×VTVVanguard×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,885VTV · best of the four

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

SQLV, VO, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B3.1

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.5%+25.9%+15.5%+6.5%−7.7%16.6%$39M3.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: SQLV 2017 · VO 2004 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Royce Quant Small-Cap Quality Value ETF · $39M$15,405

SQLV

More Ways to See the Pairs

SQLV vs SCHD: Top 5 Holdings

Today

SQLV

4.9%in top 5

SCHD

in top 521.7%

SQLVStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SQLV, VO, SCHD, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

SCHD0.06%$6

SQLV0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$17,257

$10,000 three years ago, dividends reinvested · they hold 0.5% in common

SQLVMeasureSCHD

+22.5%Year to dateJan 1 → Nov 12+34.2%

+25.9%1 yearTotal return+36.8%

+15.5%3 years · per year$10,000 became $15,405 · $17,257+19.9%

+6.5%5 years · per year$10,000 became $13,678 · $16,429+10.4%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

1.03%Trailing 12-mo yield$103 · $293 a year on $10k2.93%

−7.7%Worst dropSmaller is better−6.9%

16.6%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%EMBCnot top 5

0.9%KSSnot top 5

0.8%FHInot top 5

Held in common0.5%

End-of-day Nov 12, 2026 · share of each fund

SQLV vs SCHD Returns, Every Period

5Y

Franklin TempletonSQLV

+6.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SQLVSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLV vs SCHD

YTD

Franklin TempletonSQLV

+22.5%

SCHDSchwab

+34.2%

+22.5%Year to date+34.2%

−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 12, 2026 · smaller drop and lower volatility win

Yields: SQLV, VO, SCHD, VTV

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VTV1.82%$182

VO1.35%$135

SQLV1.03%$103

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VTV$182 − $3 = $179

VO$135 − $3 = $132

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SQLV, VO, SCHD, VTV

Today

28.5%most shared, VO and VTV

SQLVVOSCHDVTV

SQLV—0.0%0.5%0.0%

VO0.0%—6.9%28.5%

SCHD0.5%6.9%—17.9%

VTV0.0%28.5%17.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.7% vol

VOWorst drop−8.2%13.2% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSQLV

+34.2%Year to date+22.5%

2.9%Yield1.0%

+36.8%Past year+25.9%

0.06%Fee0.60%

4–0SCHD wins

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

Loading…

SQLV, VO, SCHD and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four