Compare · 3 funds side by side · dividends reinvested

QVAL, SCHD and VIG

QVALAlpha Architect×SCHDSchwab×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,148QVAL · best of the three

02 / 04

QVAL, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Architect U.S. Quantitative Value ETFUS Stock Styles · Value0.28%1.38%+32.2%+40.5%+24.2%+13.9%−6.3%13.9%$721M1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: QVAL 2014 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Alpha Architect U.S. Quantitative Value ETF · $721M$19,148

QVAL

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 15.2% in common

QVALMeasureSCHD

+32.2%Year to dateJan 1 → Nov 3+32.8%

+40.5%1 yearTotal return+37.6%

+24.2%3 years · per year$10,000 became $19,171 · $17,784+21.2%

+13.9%5 years · per year$10,000 became $19,148 · $16,352+10.3%

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

1.38%Trailing 12-mo yield$138 · $297 a year on $10k2.97%

−6.3%Worst dropSmaller is better−6.9%

13.9%VolatilityLower is calmer11.4%

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

4–4Level

End-of-day Nov 3, 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

12.7%in top 5

SCHD

in top 521.4%

QVALStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

2.9%ADTnot top 5

2.7%ACNnot top 5

2.6%RRCnot top 5

2.3%STZnot top 5

2.2%UTHRnot top 5

Held in common15.2%

End-of-day Nov 3, 2026 · share of each fund

QVAL vs SCHD Returns, Every Period

Alpha ArchitectQVAL

+13.9%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

QVALSCHDFaded: behind in that period

3–1QVAL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: QVAL vs SCHD

YTD

Alpha ArchitectQVAL

+32.2%

SCHDSchwab

+32.8%

+32.2%Year to date+32.8%

−6.3%Worst drop · 1Y−6.9%

13.9%Volatility · 1Y11.4%

1.4%Yield3.0%

$721MAssets$121B

3–1SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QVAL, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

QVAL0.28%$28

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: QVAL, SCHD, VIG

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

VIG1.47%$147

QVAL1.38%$138

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

QVAL$138 − $28 = $110

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: QVAL, SCHD, VIG

Today

15.2%most shared, QVAL and SCHD

QVALSCHDVIG

QVAL—15.2%1.2%

SCHD15.2%—14.5%

VIG1.2%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+40.5%QVAL, at 13.9% volatility

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

QVALWorst drop−6.3%13.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDQVAL

+32.8%Year to date+32.2%

3.0%Yield1.4%

+37.6%Past year+40.5%

0.06%Fee0.28%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026