Compare · 3 funds side by side · dividends reinvested

QLTY, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

QLTY, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.1

GMO US Quality ETFUS Stock Styles · Factor0.50%0.64%+15.6%+20.8%[…][…]−11.7%13.3%$5.4B2.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: QLTY 2023 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,459

SCHD

QLTY

GMO US Quality ETF · $5.4B[…]

$10,000 five years ago, dividends reinvested · they hold 17.0% in common

SCHDMeasureQLTY

+33.2%Year to dateJan 1 → Nov 9+15.6%

+39.1%1 yearTotal return+20.8%

+19.6%3 years · per year$10,000 became $17,123 · […][…]

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $50 a year on $10k · lower is better0.50%

2.96%Trailing 12-mo yield$296 · $64 a year on $10k0.64%

−6.9%Worst dropSmaller is better−11.7%

11.8%VolatilityLower is calmer13.3%

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

6–0SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs QLTY: Top 5 Holdings

Today

SCHD

21.4%in top 5

QLTY

in top 525.3%

SCHDStockQLTY

not top 5MSFT8.1%

not top 5JNJ4.5%

4.4%PGnot top 5

not top 5TMO4.4%

4.3%TXNnot top 5

4.3%KOnot top 5

not top 5GOOGL4.3%

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5META4.0%

Held in common17.0%

End-of-day Nov 9, 2026 · share of each fund

SCHD vs QLTY Returns, Every Period

SchwabSCHD

+39.1%

past year

QLTYGMO

+20.8%

past year

SCHDQLTYFaded: behind in that period

2–0SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs QLTY

YTD

SchwabSCHD

+33.2%

QLTYGMO

+15.6%

+33.2%Year to date+15.6%

−6.9%Worst drop · 1Y−11.7%

11.8%Volatility · 1Y13.3%

3.0%Yield0.6%

$120BAssets$5.4B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QLTY, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

QLTY0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: QLTY, SCHD, IWF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

QLTY0.64%$64

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IWF$38 − $18 = $20

QLTY$64 − $50 = $14

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: QLTY, SCHD, IWF

Today

37.4%most shared, QLTY and IWF

QLTYSCHDIWF

QLTY—17.0%37.4%

SCHD17.0%—3.6%

IWF37.4%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

QLTYWorst drop−11.7%13.3% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDQLTY

+33.2%Year to date+15.6%

3.0%Yield0.6%

+39.1%Past year+20.8%

0.06%Fee0.50%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026