Compare · 3 funds side by side · dividends reinvested

GQI, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

GQI, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

Natixis Gateway Quality Income ETFIncome · Dividend stocks0.34%8.97%+10.6%+13.4%[…][…]−7.0%10.0%$305M1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: GQI 2023 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Natixis Gateway Quality Income ETF · $305M[…]

GQI

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

GQIMeasureSCHD

+10.6%Year to dateJan 1 → Nov 5+32.3%

+13.4%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.34%Expense ratio$34 · $6 a year on $10k · lower is better0.06%

8.97%Trailing 12-mo yield$897 · $298 a year on $10k2.98%

−7.0%Worst dropSmaller is better−6.9%

10.0%VolatilityLower is calmer11.7%

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

2–4SCHD wins

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

More Ways to See the Pairs

GQI vs SCHD: Top 5 Holdings

Today

GQI

27.6%in top 5

SCHD

in top 521.7%

GQIStockSCHD

7.8%AAPLnot top 5

7.5%NVDAnot top 5

not top 5TXN4.7%

4.5%MSFTnot top 5

4.4%GOOGLnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.4%AMZNnot top 5

Held in common6.3%

End-of-day Nov 5, 2026 · share of each fund

GQI vs SCHD Returns, Every Period

NatixisGQI

+13.4%

past year

SCHDSchwab

+38.7%

past year

GQISCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

GQI vs SCHD

YTD

NatixisGQI

+10.6%

SCHDSchwab

+32.3%

+10.6%Year to date+32.3%

−7.0%Worst drop · 1Y−6.9%

10.0%Volatility · 1Y11.7%

9.0%Yield3.0%

$305MAssets$123B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GQI, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

GQI0.34%$34

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: GQI, SCHD, VOO

8.97%highest, GQI

FundTrailing yieldYield$10k

GQI8.97%$897

SCHD2.98%$298

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$863most kept, GQI

GQI$897 − $34 = $863

SCHD$298 − $6 = $292

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: GQI, SCHD, VOO

Today

51.7%most shared, GQI and VOO

GQISCHDVOO

GQI—6.3%51.7%

SCHD6.3%—7.6%

VOO51.7%7.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

GQIWorst drop−7.0%10.0% vol

SCHDWorst drop−6.9%11.7% vol

VOOWorst drop−8.9%13.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

GQISCHD

+10.6%Year to date+32.3%

9.0%Yield3.0%

+13.4%Past year+38.7%

0.34%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026