Compare · 4 funds side by side · dividends reinvested

QLTY, SCHD, VUG and VTV

QLTYGMO×SCHDSchwab×VUGVanguard×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

QLTY, SCHD, VUG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.0

GMO US Quality ETFUS Stock Styles · Factor0.50%0.64%+15.6%+20.8%[…][…]−11.7%13.3%$5.4B3.2

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 · VUG 2004 · VTV 2004

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 · $120B$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$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: QLTY, SCHD, VUG, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

SCHD0.06%$6

QLTY0.50%$50

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

Yields: QLTY, SCHD, VUG, VTV

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VTV1.83%$183

QLTY0.64%$64

VUG0.41%$41

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VTV$183 − $3 = $180

VUG$41 − $3 = $38

QLTY$64 − $50 = $14

KeptFee

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

Overlap: QLTY, SCHD, VUG, VTV

Today

39.9%most shared, QLTY and VUG

QLTYSCHDVUGVTV

QLTY—17.0%39.9%15.4%

SCHD17.0%—0.8%17.9%

VUG39.9%0.8%—1.9%

VTV15.4%17.9%1.9%—

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

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.8% vol

QLTYWorst drop−11.7%13.3% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

SCHDVTV

+33.2%Year to date+20.9%

3.0%Yield1.8%

+39.1%Past year+25.4%

0.06%Fee0.03%

3–1SCHD 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%

$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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026