Compare · 2 funds side by side · dividends reinvested

IVAL and SCHD

IVALAlpha Architect×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,248IVAL · best of the two

02 / 04

IVAL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.3

Alpha Architect International Quantitative Value ETFInternational · Ex-US broad0.38%2.82%+20.1%+26.0%+22.3%+11.5%−11.2%15.0%$227M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IVAL 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Alpha Architect International Quantitative Value ETF · $227M$17,248

IVAL

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVALMeasureSCHD

+20.1%Year to dateJan 1 → Nov 4+35.3%

+26.0%1 yearTotal return+41.6%

+22.3%3 years · per year$10,000 became $18,280 · $17,908+21.4%

+11.5%5 years · per year$10,000 became $17,248 · $16,881+11.0%

0.38%Expense ratio$38 · $6 a year on $10k · lower is better0.06%

2.82%Trailing 12-mo yield$282 · $291 a year on $10k2.91%

−11.2%Worst dropSmaller is better−6.9%

15.0%VolatilityLower is calmer11.5%

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

2–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVAL vs SCHD: Top 5 Holdings

Today

IVAL

11.2%in top 5

SCHD

in top 521.6%

IVALStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

2.4%IMB.Lnot top 5

2.3%ERIC-B.Snot top 5

2.2%AKRBP.OLnot top 5

2.2%BZU.MInot top 5

2.2%4503.Tnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

IVAL vs SCHD Returns, Every Period

Alpha ArchitectIVAL

+11.5%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IVALSCHDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: IVAL vs SCHD

YTD

Alpha ArchitectIVAL

+20.1%

SCHDSchwab

+35.3%

+20.1%Year to date+35.3%

−11.2%Worst drop · 1Y−6.9%

15.0%Volatility · 1Y11.5%

2.8%Yield2.9%

$227MAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVAL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IVAL0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVAL, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IVAL2.82%$282

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IVAL$282 − $38 = $244

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVAL, SCHD

Today

0.0%most shared, IVAL and SCHD

IVALSCHD

IVAL—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

IVALWorst drop−11.2%15.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIVAL

+35.3%Year to date+20.1%

2.9%Yield2.8%

+41.6%Past year+26.0%

0.06%Fee0.38%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026