Compare · 2 funds side by side · dividends reinvested

QTUM and SCHD

QTUMDefiance×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$24,401QTUM · best of the two

02 / 04

QTUM and SCHD, 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%$120B1.3

Defiance Quantum ETFThematic · Quantum0.40%1.14%+13.3%+11.5%+40.9%+19.5%−29.0%34.4%$4.6B1.8

Rank among the two1st → 2ndFee, 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: QTUM 2018 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Defiance Quantum ETF · $4.6B$24,401

QTUM

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 4.2% in common

QTUMMeasureSCHD

+13.3%Year to dateJan 1 → Nov 6+31.4%

+11.5%1 yearTotal return+37.0%

+40.9%3 years · per year$10,000 became $27,943 · $17,266+20.0%

+19.5%5 years · per year$10,000 became $24,401 · $16,267+10.2%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

1.14%Trailing 12-mo yield$114 · $300 a year on $10k3.00%

−29.0%Worst dropSmaller is better−6.9%

34.4%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QTUM vs SCHD: Top 5 Holdings

Today

QTUM

10.0%in top 5

SCHD

in top 521.4%

QTUMStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.3%3443.TWnot top 5

2.0%ESTCnot top 5

2.0%MSFTnot top 5

1.9%RDNTnot top 5

1.8%REY.MInot top 5

Held in common4.2%

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

QTUM vs SCHD Returns, Every Period

DefianceQTUM

+19.5%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

QTUMSCHDFaded: behind in that period

2–2Level

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

Thematic vs Income: QTUM vs SCHD

YTD

DefianceQTUM

+13.3%

SCHDSchwab

+31.4%

+13.3%Year to date+31.4%

−29.0%Worst drop · 1Y−6.9%

34.4%Volatility · 1Y11.7%

1.1%Yield3.0%

$4.6BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: QTUM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

QTUM0.40%$40

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

Yields: QTUM, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

QTUM1.14%$114

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

QTUM$114 − $40 = $74

KeptFee

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

Overlap: QTUM, SCHD

Today

4.2%most shared, QTUM and SCHD

QTUMSCHD

QTUM—4.2%

SCHD4.2%—

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

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

QTUMWorst drop−29.0%34.4% vol

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

Paid More vs Made More

YTD

SCHDQTUM

+31.4%Year to date+13.3%

3.0%Yield1.1%

+37.0%Past year+11.5%

0.06%Fee0.40%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026