Compare · 4 funds side by side · dividends reinvested

SQLV, SCHD, IJH and VO

SQLVFranklin Templeton×SCHDSchwab×IJHiShares×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, SCHD, IJH 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%$123B1.3

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%$41M2.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B3.3

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 · SCHD 2011 · IJH 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $41M$14,355

SQLV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

SQLVMeasureSCHD

+22.6%Year to dateJan 1 → Nov 5+32.3%

+28.3%1 yearTotal return+38.7%

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

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

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

1.03%Trailing 12-mo yield$103 · $298 a year on $10k2.98%

−7.7%Worst dropSmaller is better−6.9%

16.5%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

SQLV vs SCHD: Top 5 Holdings

Today

SQLV

4.5%in top 5

SCHD

in top 521.7%

SQLVStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

Held in common0.5%

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

SQLV vs SCHD Returns, Every Period

Franklin TempletonSQLV

+7.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SQLVSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: SQLV vs SCHD

YTD

Franklin TempletonSQLV

+22.6%

SCHDSchwab

+32.3%

+22.6%Year to date+32.3%

−7.7%Worst drop · 1Y−6.9%

16.5%Volatility · 1Y11.7%

1.0%Yield3.0%

$41.0MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SQLV, SCHD, IJH, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

SCHD0.06%$6

SQLV0.60%$60

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

Yields: SQLV, SCHD, IJH, VO

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VO1.39%$139

IJH1.26%$126

SQLV1.03%$103

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

IJH$126 − $5 = $121

SQLV$103 − $60 = $43

KeptFee

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

Overlap: SQLV, SCHD, IJH, VO

Today

6.9%most shared, SCHD and VO

SQLVSCHDIJHVO

SQLV—0.5%2.7%0.0%

SCHD0.5%—3.5%6.9%

IJH2.7%3.5%—0.2%

VO0.0%6.9%0.2%—

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

IJHWorst drop−8.8%15.5% vol

SQLVWorst drop−7.7%16.5% 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%

$123BAssets$109B

2–0SCHD wins

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026