Compare · 2 funds side by side · dividends reinvested

SCHD and SQLV

SCHDSchwab×SQLVFranklin Templeton×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

SCHD and SQLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.0

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$40M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: SCHD 2011 · SQLV 2017

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$14,089

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

SCHDMeasureSQLV

+33.2%Year to dateJan 1 → Nov 9+23.7%

+39.1%1 yearTotal return+29.4%

+19.6%3 years · per year$10,000 became $17,123 · $15,678+16.2%

+10.5%5 years · per year$10,000 became $16,459 · $14,089+7.1%

0.06%Expense ratio$6 · $60 a year on $10k · lower is better0.60%

2.96%Trailing 12-mo yield$296 · $102 a year on $10k1.02%

−6.9%Worst dropSmaller is better−7.7%

11.8%VolatilityLower is calmer16.6%

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

8–0SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs SQLV: Top 5 Holdings

Today

SCHD

21.4%in top 5

SQLV

in top 54.9%

SCHDStockSQLV

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5DXC1.3%

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

Held in common0.5%

End-of-day Nov 9, 2026 · share of each fund

SCHD vs SQLV Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

SCHDSQLVFaded: behind in that period

4–0SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs SQLV

YTD

SchwabSCHD

+33.2%

SQLVFranklin Templeton

+23.7%

+33.2%Year to date+23.7%

−6.9%Worst drop · 1Y−7.7%

11.8%Volatility · 1Y16.6%

3.0%Yield1.0%

$122BAssets$39.8M

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, SQLV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SQLV0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCHD, SQLV

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

SQLV1.02%$102

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCHD, SQLV

Today

0.5%most shared, SCHD and SQLV

SCHDSQLV

SCHD—0.5%

SQLV0.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSQLV

+33.2%Year to date+23.7%

3.0%Yield1.0%

+39.1%Past year+29.4%

0.06%Fee0.60%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026