Compare · 2 funds side by side · dividends reinvested

QVAL and SCHD

QVALAlpha Architect×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,186QVAL · best of the two

02 / 04

QVAL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Architect U.S. Quantitative Value ETFUS Stock Styles · Value0.28%1.35%+35.0%+44.1%+25.0%+15.1%−6.3%14.0%$721M1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

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: QVAL 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Alpha Architect U.S. Quantitative Value ETF · $721M$20,186

QVAL

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

QVALMeasureSCHD

+35.0%Year to dateJan 1 → Nov 4+35.3%

+44.1%1 yearTotal return+41.6%

+25.0%3 years · per year$10,000 became $19,526 · $17,908+21.4%

+15.1%5 years · per year$10,000 became $20,186 · $16,881+11.0%

0.28%Expense ratio$28 · $6 a year on $10k · lower is better0.06%

1.35%Trailing 12-mo yield$135 · $291 a year on $10k2.91%

−6.3%Worst dropSmaller is better−6.9%

14.0%VolatilityLower is calmer11.5%

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

4–4Level

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

More Ways to See the Pairs

QVAL vs SCHD: Top 5 Holdings

Today

QVAL

12.2%in top 5

SCHD

in top 521.6%

QVALStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

2.5%EMEnot top 5

2.5%VZnot top 5

2.5%LIInot top 5

2.4%ACNnot top 5

2.3%OXYnot top 5

Held in common17.3%

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

QVAL vs SCHD Returns, Every Period

Alpha ArchitectQVAL

+15.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

QVALSCHDFaded: behind in that period

3–1QVAL wins

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

Stocks vs Income: QVAL vs SCHD

YTD

Alpha ArchitectQVAL

+35.0%

SCHDSchwab

+35.3%

+35.0%Year to date+35.3%

−6.3%Worst drop · 1Y−6.9%

14.0%Volatility · 1Y11.5%

1.3%Yield2.9%

$721MAssets$121B

3–1SCHD wins

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

Cost, Income and Risk

Fees: QVAL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

QVAL0.28%$28

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

Yields: QVAL, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

QVAL1.35%$135

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

QVAL$135 − $28 = $107

KeptFee

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

Overlap: QVAL, SCHD

Today

17.3%most shared, QVAL and SCHD

QVALSCHD

QVAL—17.3%

SCHD17.3%—

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

Return vs Bumpiness: 2 ETFs

+44.1%QVAL, at 14.0% volatility

SCHDWorst drop−6.9%11.5% vol

QVALWorst drop−6.3%14.0% vol

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

Paid More vs Made More

YTD

SCHDQVAL

+35.3%Year to date+35.0%

2.9%Yield1.3%

+41.6%Past year+44.1%

0.06%Fee0.28%

3–1SCHD 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