Compare · 4 funds side by side · dividends reinvested

SQLV, SCHD, IJH and VUG

SQLVFranklin Templeton×SCHDSchwab×IJHiShares×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,428SCHD · best of the four

Story of the four · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the four · RiskSmallest drop

SQLV, SCHD, IJH and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$125B2.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.5%+28.9%+15.2%+7.1%−7.7%16.6%$40M2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: SQLV 2017 · SCHD 2011 · IJH 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $122B$16,428

SCHD

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SCHD vs SQLV: Top 5 Holdings

Today

SCHD

21.4%in top 5

SQLV

in top 54.8%

SCHDStockSQLV

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: SQLV, SCHD, IJH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

SCHD0.06%$6

SQLV0.60%$60

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$14,078

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

SCHDMeasureSQLV

+33.8%Year to dateJan 1 → Nov 10+23.5%

+38.8%1 yearTotal return+28.9%

+19.5%3 years · per year$10,000 became $17,062 · $15,277+15.2%

+10.4%5 years · per year$10,000 became $16,428 · $14,078+7.1%

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

2.94%Trailing 12-mo yield$294 · $102 a year on $10k1.02%

−6.9%Worst dropSmaller is better−7.7%

11.8%VolatilityLower is calmer16.6%

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

8–0SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5DXC1.2%

not top 5KD1.0%

not top 5EMBC0.9%

not top 5HRB0.9%

not top 5KSS0.9%

Held in common0.5%

End-of-day Nov 10, 2026 · share of each fund

SCHD vs SQLV Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

SCHDSQLVFaded: behind in that period

4–0SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs IJH

YTD

SchwabSCHD

+33.8%

IJHiShares

+13.2%

+33.8%Year to date+13.2%

−6.9%Worst drop · 1Y−8.8%

11.8%Volatility · 1Y15.7%

2.9%Yield1.2%

$122BAssets$125B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: SQLV, SCHD, IJH, VUG

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

IJH1.22%$122

SQLV1.02%$102

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

IJH$122 − $5 = $117

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SQLV, SCHD, IJH, VUG

Today

3.5%most shared, SCHD and IJH

SQLVSCHDIJHVUG

SQLV—0.5%2.7%0.0%

SCHD0.5%—3.5%0.8%

IJH2.7%3.5%—0.0%

VUG0.0%0.8%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IJHWorst drop−8.8%15.7% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSQLV

+33.8%Year to date+23.5%

2.9%Yield1.0%

+38.8%Past year+28.9%

0.06%Fee0.60%

4–0SCHD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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SQLV, SCHD, IJH and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four