Compare · 3 funds side by side · dividends reinvested

QVML, SCHD and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,387QVML · best of the three

02 / 04

QVML, SCHD and IVV, 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%$120B1.6

Invesco S&P 500 QVM Multi-factor ETFLow-Cost Core · S&P 5000.11%1.02%+10.0%+11.2%+22.2%+11.7%−8.7%13.3%$1.7B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.4

Rank among the three1st → 3rdFee, 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: QVML 2021 · SCHD 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 QVM Multi-factor ETF · $1.7B$17,387

QVML

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 9.5% in common

QVMLMeasureSCHD

+10.0%Year to dateJan 1 → Nov 6+31.4%

+11.2%1 yearTotal return+37.0%

+22.2%3 years · per year$10,000 became $18,263 · $17,266+20.0%

+11.7%5 years · per year$10,000 became $17,387 · $16,267+10.2%

0.11%Expense ratio$11 · $6 a year on $10k · lower is better0.06%

1.02%Trailing 12-mo yield$102 · $300 a year on $10k3.00%

−8.7%Worst dropSmaller is better−6.9%

13.3%VolatilityLower is calmer11.7%

QVMLSCHD 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

QVML vs SCHD: Top 5 Holdings

Today

QVML

32.4%in top 5

SCHD

in top 521.4%

QVMLStockSCHD

8.8%AAPLnot top 5

7.5%NVDAnot top 5

7.2%MSFTnot top 5

4.6%AMZNnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

4.2%GOOGLnot top 5

not top 5AMGN4.1%

Held in common9.5%

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

QVML vs SCHD Returns, Every Period

InvescoQVML

+11.7%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

QVMLSCHDFaded: behind in that period

2–2Level

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

Core vs Income: QVML vs SCHD

YTD

InvescoQVML

+10.0%

SCHDSchwab

+31.4%

+10.0%Year to date+31.4%

−8.7%Worst drop · 1Y−6.9%

13.3%Volatility · 1Y11.7%

1.0%Yield3.0%

$1.7BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: QVML, SCHD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

QVML0.11%$11

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

Yields: QVML, SCHD, IVV

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IVV1.14%$114

QVML1.02%$102

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

QVML$102 − $11 = $91

KeptFee

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

Overlap: QVML, SCHD, IVV

Today

86.2%most shared, QVML and IVV

QVMLSCHDIVV

QVML—9.5%86.2%

SCHD9.5%—8.7%

IVV86.2%8.7%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

QVMLWorst drop−8.7%13.3% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SCHDQVML

+31.4%Year to date+10.0%

3.0%Yield1.0%

+37.0%Past year+11.2%

0.06%Fee0.11%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026