Compare · 3 funds side by side · dividends reinvested

QTR, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

QTR, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.9

Global X - Nasdaq 100 Tail Risk ETFUS Stock Styles · Large cap0.25%18.06%+3.5%+2.1%+18.4%+8.8%−12.3%17.5%$10M2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: QTR 2021 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Nasdaq 100 Tail Risk ETF · $10M$15,270

QTR

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 5.5% in common

QTRMeasureSCHD

+3.5%Year to dateJan 1 → Nov 5+32.3%

+2.1%1 yearTotal return+38.7%

+18.4%3 years · per year$10,000 became $16,584 · $17,414+20.3%

+8.8%5 years · per year$10,000 became $15,270 · $16,375+10.4%

0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%

18.06%Trailing 12-mo yield$1,806 · $298 a year on $10k2.98%

−12.3%Worst dropSmaller is better−6.9%

17.5%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

QTR vs SCHD: Top 5 Holdings

Today

QTR

31.1%in top 5

SCHD

in top 521.7%

QTRStockSCHD

8.2%AAPLnot top 5

7.7%NVDAnot top 5

6.6%MSFTnot top 5

not top 5TXN4.7%

4.6%AMZNnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.0%MUnot top 5

Held in common5.5%

End-of-day Nov 5, 2026 · share of each fund

QTR vs SCHD Returns, Every Period

Global XQTR

+8.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

QTRSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: QTR vs SCHD

YTD

Global XQTR

+3.5%

SCHDSchwab

+32.3%

+3.5%Year to date+32.3%

−12.3%Worst drop · 1Y−6.9%

17.5%Volatility · 1Y11.7%

18.1%Yield3.0%

$9.8MAssets$120B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QTR, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

QTR0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: QTR, SCHD, VIG

18.06%highest, QTR

FundTrailing yieldYield$10k

QTR18.06%$1,806

SCHD2.98%$298

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,781most kept, QTR

QTR$1,806 − $25 = $1,781

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: QTR, SCHD, VIG

Today

30.2%most shared, QTR and VIG

QTRSCHDVIG

QTR—5.5%30.2%

SCHD5.5%—14.5%

VIG30.2%14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

QTRWorst drop−12.3%17.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

QTRSCHD

+3.5%Year to date+32.3%

18.1%Yield3.0%

+2.1%Past year+38.7%

0.25%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026