Compare · 2 funds side by side · dividends reinvested

QDEF and SCHD

QDEFFlexShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,810QDEF · best of the two

02 / 04

QDEF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.4

Northern Trust Quality Dividend Defensive ETFIncome · Dividend stocks0.40%1.58%+12.7%+14.5%+22.1%+12.2%−7.0%9.6%$549M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: QDEF 2012 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust Quality Dividend Defensive ETF · $549M$17,810

QDEF

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 10.9% in common

QDEFMeasureSCHD

+12.7%Year to dateJan 1 → Nov 3+32.8%

+14.5%1 yearTotal return+37.6%

+22.1%3 years · per year$10,000 became $18,198 · $17,784+21.2%

+12.2%5 years · per year$10,000 became $17,810 · $16,352+10.3%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

1.58%Trailing 12-mo yield$158 · $297 a year on $10k2.97%

−7.0%Worst dropSmaller is better−6.9%

9.6%VolatilityLower is calmer11.4%

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

3–5SCHD wins

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

More Ways to See the Pairs

QDEF vs SCHD: Top 5 Holdings

Today

QDEF

25.0%in top 5

SCHD

in top 521.4%

QDEFStockSCHD

9.0%AAPLnot top 5

6.3%NVDAnot top 5

not top 5TXN4.6%

4.4%MSFTnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

2.9%JNJnot top 5

2.4%AVGOnot top 5

Held in common10.9%

End-of-day Nov 3, 2026 · share of each fund

QDEF vs SCHD Returns, Every Period

FlexSharesQDEF

+12.2%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

QDEFSCHDFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

QDEF vs SCHD

YTD

FlexSharesQDEF

+12.7%

SCHDSchwab

+32.8%

+12.7%Year to date+32.8%

−7.0%Worst drop · 1Y−6.9%

9.6%Volatility · 1Y11.4%

1.6%Yield3.0%

$549MAssets$121B

3–1SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QDEF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

QDEF0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: QDEF, SCHD

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

QDEF1.58%$158

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

QDEF$158 − $40 = $118

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: QDEF, SCHD

Today

10.9%most shared, QDEF and SCHD

QDEFSCHD

QDEF—10.9%

SCHD10.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

QDEFWorst drop−7.0%9.6% vol

SCHDWorst drop−6.9%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDQDEF

+32.8%Year to date+12.7%

3.0%Yield1.6%

+37.6%Past year+14.5%

0.06%Fee0.40%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026