Compare · 4 funds side by side · dividends reinvested

QLTY, SCHD, VO and IWF

QLTYGMO×SCHDSchwab×VOVanguard×IWFiShares×

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

02 / 04

QLTY, SCHD, VO 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%$122B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.4

GMO US Quality ETFUS Stock Styles · Factor0.50%0.64%+15.6%+20.8%[…][…]−11.7%13.3%$5.4B2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.3

Rank among the four1st → 4thFee, 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 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

GMO US Quality ETF · $5.4B[…]

QLTY

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

QLTYMeasureSCHD

+15.6%Year to dateJan 1 → Nov 9+33.2%

+20.8%1 yearTotal return+39.1%

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

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

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

0.64%Trailing 12-mo yield$64 · $296 a year on $10k2.96%

−11.7%Worst dropSmaller is better−6.9%

13.3%VolatilityLower is calmer11.8%

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

0–6SCHD wins

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

More Ways to See the Pairs

QLTY vs SCHD: Top 5 Holdings

Today

QLTY

25.3%in top 5

SCHD

in top 521.4%

QLTYStockSCHD

8.1%MSFTnot top 5

4.5%JNJnot top 5

not top 5PG4.4%

4.4%TMOnot top 5

not top 5TXN4.3%

not top 5KO4.3%

4.3%GOOGLnot top 5

not top 5HD4.3%

not top 5AMGN4.1%

4.0%METAnot top 5

Held in common17.0%

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

QLTY vs SCHD Returns, Every Period

GMOQLTY

+20.8%

past year

SCHDSchwab

+39.1%

past year

QLTYSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: QLTY vs SCHD

YTD

GMOQLTY

+15.6%

SCHDSchwab

+33.2%

+15.6%Year to date+33.2%

−11.7%Worst drop · 1Y−6.9%

13.3%Volatility · 1Y11.8%

0.6%Yield3.0%

$5.4BAssets$122B

4–0SCHD wins

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

Cost, Income and Risk

Fees: QLTY, SCHD, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

IWF0.18%$18

QLTY0.50%$50

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

Yields: QLTY, SCHD, VO, IWF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VO1.35%$135

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

VO$135 − $3 = $132

IWF$38 − $18 = $20

QLTY$64 − $50 = $14

KeptFee

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

Overlap: QLTY, SCHD, VO, IWF

Today

37.4%most shared, QLTY and IWF

QLTYSCHDVOIWF

QLTY—17.0%2.3%37.4%

SCHD17.0%—6.9%3.6%

VO2.3%6.9%—9.2%

IWF37.4%3.6%9.2%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOWorst drop−8.2%13.1% 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 Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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$61.4B

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