Compare · 2 funds side by side · dividends reinvested

QUAL and SCHD

QUALiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,248QUAL · best of the two

02 / 04

QUAL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.3

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.83%+15.0%+16.9%+21.9%+11.5%−9.0%12.1%$48.0B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: QUAL 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Quality Factor ETF · $48.0B$17,248

QUAL

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

QUALMeasureSCHD

+15.0%Year to dateJan 1 → Nov 4+35.3%

+16.9%1 yearTotal return+41.6%

+21.9%3 years · per year$10,000 became $18,098 · $17,908+21.4%

+11.5%5 years · per year$10,000 became $17,248 · $16,881+11.0%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

0.83%Trailing 12-mo yield$83 · $291 a year on $10k2.91%

−9.0%Worst dropSmaller is better−6.9%

12.1%VolatilityLower is calmer11.5%

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

2–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QUAL vs SCHD: Top 5 Holdings

Today

QUAL

29.6%in top 5

SCHD

in top 521.6%

QUALStockSCHD

8.0%MSFTnot top 5

7.1%AAPLnot top 5

6.0%NVDAnot top 5

not top 5TXN4.8%

4.5%LLYnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

4.1%METAnot top 5

Held in common9.1%

End-of-day Nov 4, 2026 · share of each fund

QUAL vs SCHD Returns, Every Period

iSharesQUAL

+11.5%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

QUALSCHDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: QUAL vs SCHD

YTD

iSharesQUAL

+15.0%

SCHDSchwab

+35.3%

+15.0%Year to date+35.3%

−9.0%Worst drop · 1Y−6.9%

12.1%Volatility · 1Y11.5%

0.8%Yield2.9%

$48.0BAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QUAL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

QUAL0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: QUAL, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

QUAL0.83%$83

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

QUAL$83 − $15 = $68

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: QUAL, SCHD

Today

9.1%most shared, QUAL and SCHD

QUALSCHD

QUAL—9.1%

SCHD9.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

QUALWorst drop−9.0%12.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDQUAL

+35.3%Year to date+15.0%

2.9%Yield0.8%

+41.6%Past year+16.9%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026