Compare · 3 funds side by side · dividends reinvested

QLTY, SCHD and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

QLTY, SCHD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.1

GMO US Quality ETFUS Stock Styles · Factor0.50%0.65%+12.8%+16.6%[…][…]−11.7%13.1%$5.6B2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: QLTY 2023 · SCHD 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

GMO US Quality ETF · $5.6B[…]

QLTY

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 17.1% in common

QLTYMeasureSCHD

+12.8%Year to dateJan 1 → Nov 6+31.4%

+16.6%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

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

0.65%Trailing 12-mo yield$65 · $300 a year on $10k3.00%

−11.7%Worst dropSmaller is better−6.9%

13.1%VolatilityLower is calmer11.7%

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

0–6SCHD wins

End-of-day Nov 6, 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

25.2%in top 5

SCHD

in top 521.4%

QLTYStockSCHD

8.2%MSFTnot top 5

4.5%JNJnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

4.3%TMOnot top 5

not top 5KO4.3%

4.3%GOOGLnot top 5

not top 5AMGN4.1%

4.0%METAnot top 5

Held in common17.1%

End-of-day Nov 6, 2026 · share of each fund

QLTY vs SCHD Returns, Every Period

GMOQLTY

+16.6%

past year

SCHDSchwab

+37.0%

past year

QLTYSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: QLTY vs SCHD

YTD

GMOQLTY

+12.8%

SCHDSchwab

+31.4%

+12.8%Year to date+31.4%

−11.7%Worst drop · 1Y−6.9%

13.1%Volatility · 1Y11.7%

0.7%Yield3.0%

$5.6BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QLTY, SCHD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

QLTY0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: QLTY, SCHD, VO

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VO1.39%$139

QLTY0.65%$65

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VO$139 − $3 = $136

QLTY$65 − $50 = $15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: QLTY, SCHD, VO

Today

17.1%most shared, QLTY and SCHD

QLTYSCHDVO

QLTY—17.1%2.3%

SCHD17.1%—6.9%

VO2.3%6.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VOWorst drop−8.2%12.9% vol

QLTYWorst drop−11.7%13.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDQLTY

+31.4%Year to date+12.8%

3.0%Yield0.7%

+37.0%Past year+16.6%

0.06%Fee0.50%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026