Compare · 4 funds side by side · dividends reinvested

SQLV, SCHD, VUG and VO

SQLVFranklin Templeton×SCHDSchwab×VUGVanguard×VOVanguard×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$18,416VUG · best of the four

02 / 04

SQLV, SCHD, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.6

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$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 6, 2026 · returns include dividends · since: SQLV 2017 · SCHD 2011 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

SQLV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

SQLVMeasureSCHD

+21.1%Year to dateJan 1 → Nov 6+31.4%

+25.3%1 yearTotal return+37.0%

+16.2%3 years · per year$10,000 became $15,694 · $17,266+20.0%

+7.2%5 years · per year$10,000 became $14,141 · $16,267+10.2%

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

1.04%Trailing 12-mo yield$104 · $300 a year on $10k3.00%

−7.7%Worst dropSmaller is better−6.9%

16.5%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 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs SCHD: Top 5 Holdings

Today

SQLV

4.8%in top 5

SCHD

in top 521.4%

SQLVStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%KSSnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

Held in common0.5%

End-of-day Nov 6, 2026 · share of each fund

SQLV vs SCHD Returns, Every Period

Franklin TempletonSQLV

+7.2%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

SQLVSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLV vs SCHD

YTD

Franklin TempletonSQLV

+21.1%

SCHDSchwab

+31.4%

+21.1%Year to date+31.4%

−7.7%Worst drop · 1Y−6.9%

16.5%Volatility · 1Y11.7%

1.0%Yield3.0%

$39.4MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

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 6, 2026 · fee on $10,000 a year

Yields: SQLV, SCHD, VUG, VO

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VO1.39%$139

SQLV1.04%$104

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VO$139 − $3 = $136

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VOWorst drop−8.2%12.9% vol

SQLVWorst drop−7.7%16.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSQLV

+31.4%Year to date+21.1%

3.0%Yield1.0%

+37.0%Past year+25.3%

0.06%Fee0.60%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026