Compare · 4 funds side by side · dividends reinvested

SQLV, IWF, SCHD and VO

SQLVFranklin Templeton×IWFiShares×SCHDSchwab×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

SQLV, IWF, SCHD and VO, 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%$120B1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.6

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$39M2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.4

Rank among the four1st → 4thFee, 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: SQLV 2017 · IWF 2000 · SCHD 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,375

SCHD

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,355

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

SCHDMeasureSQLV

+32.3%Year to dateJan 1 → Nov 5+22.6%

+38.7%1 yearTotal return+28.3%

+20.3%3 years · per year$10,000 became $17,414 · $15,951+16.8%

+10.4%5 years · per year$10,000 became $16,375 · $14,355+7.5%

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

2.98%Trailing 12-mo yield$298 · $103 a year on $10k1.03%

−6.9%Worst dropSmaller is better−7.7%

11.7%VolatilityLower is calmer16.5%

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

8–0SCHD 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 SQLV: Top 5 Holdings

Today

SCHD

21.7%in top 5

SQLV

in top 54.5%

SCHDStockSQLV

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

Held in common0.5%

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

SCHD vs SQLV Returns, Every Period

SchwabSCHD

+10.4%

5 years, per year

SQLVFranklin Templeton

+7.5%

5 years, per year

SCHDSQLVFaded: behind in that period

4–0SCHD wins

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

Income vs Stocks: SCHD vs VO

YTD

SchwabSCHD

+32.3%

VOVanguard

+10.7%

+32.3%Year to date+10.7%

−6.9%Worst drop · 1Y−8.2%

11.7%Volatility · 1Y12.9%

3.0%Yield1.4%

$120BAssets$103B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, IWF, SCHD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

IWF0.18%$18

SQLV0.60%$60

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

Yields: SQLV, IWF, SCHD, VO

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VO1.39%$139

SQLV1.03%$103

IWF0.39%$39

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VO$139 − $3 = $136

SQLV$103 − $60 = $43

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLV, IWF, SCHD, VO

Today

9.2%most shared, IWF and VO

SQLVIWFSCHDVO

SQLV—0.0%0.5%0.0%

IWF0.0%—3.6%9.2%

SCHD0.5%3.6%—6.9%

VO0.0%9.2%6.9%—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VOWorst drop−8.2%12.9% vol

SQLVWorst drop−7.7%16.5% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

SCHDSQLV

+32.3%Year to date+22.6%

3.0%Yield1.0%

+38.7%Past year+28.3%

0.06%Fee0.60%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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