Compare · 4 funds side by side · dividends reinvested

SQLT, SCHD, IJH and VUG

SQLTiShares×SCHDSchwab×IJHiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

SQLT, SCHD, IJH and VUG, 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%$122B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.5

Rank among the four1st → 4thFee, 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: SQLT 2026 · SCHD 2011 · IJH 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

SCHDMeasureSQLT

+33.2%Year to dateJan 1 → Nov 9[…]

+39.1%1 yearTotal return[…]

+19.6%3 years · per year$10,000 became $17,123 · […][…]

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

2.96%Trailing 12-mo yield$296 · $48 a year on $10k0.48%

−6.9%Worst dropSmaller is better[…]

11.8%VolatilityLower is calmer[…]

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

2–0SCHD 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 SQLT: Top 5 Holdings

Today

SCHD

21.4%in top 5

SQLT

in top 55.0%

SCHDStockSQLT

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 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common2.7%

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

SCHD vs SQLT Returns, Every Period

SchwabSCHD

+39.1%

past year

SQLTiShares

[…]

past year

Returns […]

SCHDSQLTFaded: behind in that period

0–0Level

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

Income vs Stocks: SCHD vs IJH

YTD

SchwabSCHD

+33.2%

IJHiShares

+13.6%

+33.2%Year to date+13.6%

−6.9%Worst drop · 1Y−8.8%

11.8%Volatility · 1Y15.8%

3.0%Yield1.2%

$122BAssets$125B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SQLT, SCHD, IJH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

SCHD0.06%$6

SQLT0.20%$20

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

Yields: SQLT, SCHD, IJH, VUG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IJH1.21%$121

SQLT0.48%$48

VUG0.41%$41

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IJH$121 − $5 = $116

VUG$41 − $3 = $38

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, SCHD, IJH, VUG

Today

39.1%most shared, SQLT and IJH

SQLTSCHDIJHVUG

SQLT—2.7%39.1%0.0%

SCHD2.7%—3.5%0.8%

IJH39.1%3.5%—0.0%

VUG0.0%0.8%0.0%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IJHWorst drop−8.8%15.8% vol

VUGWorst drop−15.1%19.1% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDIJH

+33.2%Year to date+13.6%

3.0%Yield1.2%

+39.1%Past year+17.5%

0.06%Fee0.05%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

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