Compare · 3 funds side by side · dividends reinvested

SCHD, QLTY and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

SCHD, QLTY and IWF, 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%$120B1.0

GMO US Quality ETFUS Stock Styles · Factor0.50%0.65%+12.8%+16.6%[…][…]−11.7%13.1%$5.6B2.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

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: SCHD 2011 · QLTY 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

QLTY

GMO US Quality ETF · $5.6B[…]

$10,000 five years ago, dividends reinvested · they hold 17.1% in common

SCHDMeasureQLTY

+31.4%Year to dateJan 1 → Nov 6+12.8%

+37.0%1 yearTotal return+16.6%

+20.0%3 years · per year$10,000 became $17,266 · […][…]

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $50 a year on $10k · lower is better0.50%

3.00%Trailing 12-mo yield$300 · $65 a year on $10k0.65%

−6.9%Worst dropSmaller is better−11.7%

11.7%VolatilityLower is calmer13.1%

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

6–0SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs QLTY: Top 5 Holdings

Today

SCHD

21.4%in top 5

QLTY

in top 525.2%

SCHDStockQLTY

not top 5MSFT8.2%

not top 5JNJ4.5%

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

not top 5TMO4.3%

4.3%KOnot top 5

not top 5GOOGL4.3%

4.1%AMGNnot top 5

not top 5META4.0%

Held in common17.1%

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

SCHD vs QLTY Returns, Every Period

SchwabSCHD

+37.0%

past year

QLTYGMO

+16.6%

past year

SCHDQLTYFaded: behind in that period

2–0SCHD wins

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

Income vs Stocks: SCHD vs QLTY

YTD

SchwabSCHD

+31.4%

QLTYGMO

+12.8%

+31.4%Year to date+12.8%

−6.9%Worst drop · 1Y−11.7%

11.7%Volatility · 1Y13.1%

3.0%Yield0.7%

$120BAssets$5.6B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, QLTY, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

QLTY0.50%$50

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

Yields: SCHD, QLTY, IWF

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

QLTY0.65%$65

IWF0.39%$39

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IWF$39 − $18 = $21

QLTY$65 − $50 = $15

KeptFee

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

Overlap: SCHD, QLTY, IWF

Today

37.6%most shared, QLTY and IWF

SCHDQLTYIWF

SCHD—17.1%3.7%

QLTY17.1%—37.6%

IWF3.7%37.6%—

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

QLTYWorst drop−11.7%13.1% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SCHDQLTY

+31.4%Year to date+12.8%

3.0%Yield0.7%

+37.0%Past year+16.6%

0.06%Fee0.50%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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