Compare · 4 funds side by side · dividends reinvested

SQLV, IJR, SCHD and IWF

SQLVFranklin Templeton×IJRiShares×SCHDSchwab×IWFiShares×

02 / 04

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Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$17,234SCHD · best of the four

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

Story of the four · RiskSmallest drop

SQLV, IJR, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$107B2.6

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.9%+28.0%+15.7%+6.6%−7.7%16.6%$40M2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.4

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 · IJR 2000 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Royce Quant Small-Cap Quality Value ETF · $40M$13,771

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 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SQLV, IJR, SCHD, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SCHD0.06%$6

IWF0.18%$18

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

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SQLV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

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

SQLVMeasureSCHD

+23.9%Year to dateJan 1 → Nov 12+34.6%

+28.0%1 yearTotal return+39.3%

+15.7%3 years · per year$10,000 became $15,474 · $17,234+19.9%

+6.6%5 years · per year$10,000 became $13,771 · $16,418+10.4%

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

1.02%Trailing 12-mo yield$102 · $293 a year on $10k2.93%

−7.7%Worst dropSmaller is better−6.9%

16.6%VolatilityLower is calmer11.8%

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%KSSnot top 5

0.9%EMBCnot 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

+6.6%

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

+23.9%

SCHDSchwab

+34.6%

+23.9%Year to date+34.6%

−7.7%Worst drop · 1Y−6.9%

16.6%Volatility · 1Y11.8%

1.0%Yield2.9%

$39.6MAssets$123B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: SQLV, IJR, SCHD, IWF

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

IJR1.20%$120

SQLV1.02%$102

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

IJR$120 − $6 = $114

SQLV$102 − $60 = $42

IWF$37 − $18 = $19

KeptFee

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

Overlap: SQLV, IJR, SCHD, IWF

Today

15.1%most shared, SQLV and IJR

SQLVIJRSCHDIWF

SQLV—15.1%0.5%0.0%

IJR15.1%—1.2%0.1%

SCHD0.5%1.2%—3.7%

IWF0.0%0.1%3.7%—

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

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IJRWorst drop−9.7%16.3% vol

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.6% vol

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

Paid More vs Made More

YTD

SCHDSQLV

+34.6%Year to date+23.9%

2.9%Yield1.0%

+39.3%Past year+28.0%

0.06%Fee0.60%

4–0SCHD wins

End-of-day Nov 12, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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SQLV, IJR, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four