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$19,095QVAL · 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%1.40%+29.9%+37.2%+22.5%+13.8%−6.3%14.3%$720M1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

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

End-of-day Nov 6, 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 · $720M$19,095

QVAL

SCHD

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

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

QVALMeasureSCHD

+29.9%Year to dateJan 1 → Nov 6+31.4%

+37.2%1 yearTotal return+37.0%

+22.5%3 years · per year$10,000 became $18,400 · $17,266+20.0%

+13.8%5 years · per year$10,000 became $19,095 · $16,267+10.2%

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

1.40%Trailing 12-mo yield$140 · $300 a year on $10k3.00%

−6.3%Worst dropSmaller is better−6.9%

14.3%VolatilityLower is calmer11.7%

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

4–4Level

End-of-day Nov 6, 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 521.4%

QVALStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.5%VZnot top 5

2.5%ACNnot top 5

2.5%LIInot top 5

2.4%STZnot top 5

2.3%MASnot top 5

Held in common17.3%

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

QVAL vs SCHD Returns, Every Period

Alpha ArchitectQVAL

+13.8%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

QVALSCHDFaded: behind in that period

3–1QVAL wins

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

Stocks vs Income: QVAL vs SCHD

YTD

Alpha ArchitectQVAL

+29.9%

SCHDSchwab

+31.4%

+29.9%Year to date+31.4%

−6.3%Worst drop · 1Y−6.9%

14.3%Volatility · 1Y11.7%

1.4%Yield3.0%

$720MAssets$120B

3–1SCHD wins

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

Yields: QVAL, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

QVAL1.40%$140

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

QVAL$140 − $28 = $112

KeptFee

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

Return vs Bumpiness: 2 ETFs

+37.2%QVAL, at 14.3% volatility

SCHDWorst drop−6.9%11.7% vol

QVALWorst drop−6.3%14.3% vol

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

Paid More vs Made More

YTD

SCHDQVAL

+31.4%Year to date+29.9%

3.0%Yield1.4%

+37.0%Past year+37.2%

0.06%Fee0.28%

3–1SCHD 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026