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$16,375SCHD · 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%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.9

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$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 5, 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 · $120B$16,375

SCHD

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

SCHDMeasureVUG

+32.3%Year to dateJan 1 → Nov 5+0.5%

+38.7%1 yearTotal return−0.6%

+20.3%3 years · per year$10,000 became $17,414 · $18,532+22.8%

+10.4%5 years · per year$10,000 became $16,375 · $16,052+9.9%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

2.98%Trailing 12-mo yield$298 · $43 a year on $10k0.43%

−6.9%Worst dropSmaller is better−15.1%

11.7%VolatilityLower is calmer19.0%

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

6–2SCHD wins

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

More Ways to See the Pairs

SCHD vs VUG: Top 5 Holdings

Today

SCHD

21.7%in top 5

VUG

in top 545.2%

SCHDStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

4.7%TXNnot top 5

4.4%PGnot top 5

not top 5AVGO4.3%

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

Held in common0.8%

End-of-day Nov 5, 2026 · share of each fund

SCHD vs VUG Returns, Every Period

SchwabSCHD

+10.4%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

SCHDVUGFaded: behind in that period

3–1SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs SQLT

YTD

SchwabSCHD

+32.3%

SQLTiShares

[…]

+32.3%Year to date[…]

−6.9%Worst drop · 1Y[…]

11.7%Volatility · 1Y[…]

3.0%Yield0.5%

$120BAssets$6.7M

1–0SCHD wins

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: SQLT, SCHD, VUG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

SQLT0.49%$49

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VUG$43 − $3 = $40

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 5, 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 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VUGWorst drop−15.1%19.0% vol

SQLTWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVUG

+32.3%Year to date+0.5%

3.0%Yield0.4%

+38.7%Past year−0.6%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026