Compare · 4 funds side by side · dividends reinvested

SQLT, SCHD, VTV and IJR

SQLTiShares×SCHDSchwab×VTVVanguard×IJRiShares×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,885VTV · best of the four

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

SQLT, SCHD, VTV and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$107B2.9

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: SQLT 2026 · SCHD 2011 · VTV 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,429

SCHD

More Ways to See the Pairs

SCHD vs SQLT: Top 5 Holdings

Today

SCHD

21.7%in top 5

SQLT

in top 55.0%

SCHDStockSQLT

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: SQLT, SCHD, VTV, IJR

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

IJR0.06%$6

SQLT0.20%$20

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

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

+34.2%Year to dateJan 1 → Nov 12[…]

+36.8%1 yearTotal return[…]

+19.9%3 years · per year$10,000 became $17,257 · […][…]

+10.4%5 years · per year$10,000 became $16,429 · […][…]

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

2.93%Trailing 12-mo yield$293 · $48 a year on $10k0.48%

−6.9%Worst dropSmaller is better[…]

11.7%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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 12, 2026 · share of each fund

SCHD vs SQLT Returns, Every Period

1Y

SchwabSCHD

+36.8%

past year

SQLTiShares

[…]

past year

Returns […]

SCHDSQLTFaded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs VTV

YTD

SchwabSCHD

+34.2%

VTVVanguard

+21.7%

+34.2%Year to date+21.7%

−6.9%Worst drop · 1Y−6.4%

11.7%Volatility · 1Y10.8%

2.9%Yield1.8%

$123BAssets$184B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: SQLT, SCHD, VTV, IJR

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VTV1.82%$182

IJR1.21%$121

SQLT0.48%$48

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VTV$182 − $3 = $179

IJR$121 − $6 = $115

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SQLT, SCHD, VTV, IJR

Today

26.7%most shared, SQLT and IJR

SQLTSCHDVTVIJR

SQLT—2.7%0.0%26.7%

SCHD2.7%—17.9%1.2%

VTV0.0%17.9%—0.0%

IJR26.7%1.2%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.7% vol

IJRWorst drop−9.7%16.4% vol

SQLTWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+34.2%Year to date+21.7%

2.9%Yield1.8%

+36.8%Past year+24.0%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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SQLT, SCHD, VTV and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four