Compare · 4 funds side by side · dividends reinvested

QLTY, VUG, SCHD and IWF

QLTYGMO×VUGVanguard×SCHDSchwab×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

QLTY, VUG, 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%$120B1.5

GMO US Quality ETFUS Stock Styles · Factor0.50%0.64%+15.6%+20.8%[…][…]−11.7%13.3%$5.4B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.4

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 · VUG 2004 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

GMO US Quality ETF · $5.4B[…]

QLTY

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

$10,000 five years ago, dividends reinvested · they hold 37.4% in common

QLTYMeasureIWF

+15.6%Year to dateJan 1 → Nov 9−2.5%

+20.8%1 yearTotal return−2.2%

[…]3 years · per year$10,000 became […] · $17,207+19.8%

[…]5 years · per year$10,000 became […] · $15,892+9.7%

0.50%Expense ratio$50 · $18 a year on $10k · lower is better0.18%

0.64%Trailing 12-mo yield$64 · $38 a year on $10k0.38%

−11.7%Worst dropSmaller is better−14.6%

13.3%VolatilityLower is calmer19.5%

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

5–1QLTY 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 IWF: Top 5 Holdings

Today

QLTY

25.3%in top 5

IWF

in top 539.7%

QLTYStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

8.1%MSFT6.5%

4.3%GOOGL5.5%

4.5%JNJnot top 5

not top 5AVGO4.5%

4.4%TMOnot top 5

4.0%METAnot top 5

Held in common37.4%

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

QLTY vs IWF Returns, Every Period

GMOQLTY

+20.8%

past year

IWFiShares

−2.2%

past year

QLTYIWFFaded: behind in that period

2–0QLTY 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, VUG, SCHD, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IWF0.18%$18

QLTY0.50%$50

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

Yields: QLTY, VUG, SCHD, IWF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

QLTY0.64%$64

VUG0.41%$41

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

VUG$41 − $3 = $38

IWF$38 − $18 = $20

QLTY$64 − $50 = $14

KeptFee

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

Overlap: QLTY, VUG, SCHD, IWF

Today

78.1%most shared, VUG and IWF

QLTYVUGSCHDIWF

QLTY—39.9%17.0%37.4%

VUG39.9%—0.8%78.1%

SCHD17.0%0.8%—3.6%

IWF37.4%78.1%3.6%—

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

QLTYWorst drop−11.7%13.3% vol

VUGWorst drop−15.1%19.1% 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%

$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