Compare · 3 funds side by side · dividends reinvested

SQLT, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

SQLT, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SQLT 2026 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $121B$16,881

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

+35.3%Year to dateJan 1 → Nov 4[…]

+41.6%1 yearTotal return[…]

+21.4%3 years · per year$10,000 became $17,908 · […][…]

+11.0%5 years · per year$10,000 became $16,881 · […][…]

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

2.91%Trailing 12-mo yield$291 · $48 a year on $10k0.48%

−6.9%Worst dropSmaller is better[…]

11.5%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 4, 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

21.6%in top 5

SQLT

in top 54.9%

SCHDStockSQLT

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

not top 5NFG1.1%

not top 5MANH1.1%

not top 5EXEL0.9%

not top 5MEDP0.9%

not top 5RGLD0.8%

Held in common2.7%

End-of-day Nov 4, 2026 · share of each fund

SCHD vs SQLT Returns, Every Period

SchwabSCHD

+41.6%

past year

SQLTiShares

[…]

past year

Returns […]

SCHDSQLTFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs SQLT

YTD

SchwabSCHD

+35.3%

SQLTiShares

[…]

+35.3%Year to date[…]

−6.9%Worst drop · 1Y[…]

11.5%Volatility · 1Y[…]

2.9%Yield0.5%

$121BAssets$6.8M

1–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

SQLT0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLT, SCHD, VUG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SQLT0.48%$48

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VUG$40 − $3 = $37

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLT, SCHD, VUG

Today

2.7%most shared, SQLT and SCHD

SQLTSCHDVUG

SQLT—2.7%0.0%

SCHD2.7%—0.8%

VUG0.0%0.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

VUGWorst drop−16.1%18.2% vol

SQLTWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVUG

+35.3%Year to date+6.3%

2.9%Yield0.4%

+41.6%Past year+3.4%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026