Compare · 4 funds side by side · dividends reinvested

SQLV, SCHD, IJR and VTV

SQLVFranklin Templeton×SCHDSchwab×IJRiShares×VTVVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,885VTV · best of the four

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

SQLV, SCHD, IJR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.6

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.6

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.5%+25.9%+15.5%+6.5%−7.7%16.6%$39M3.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$106B3.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: SQLV 2017 · SCHD 2011 · IJR 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Value ETF · $184B$17,885

VTV

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VTV vs SQLV: Top 5 Holdings

Today

VTV

15.8%in top 5

SQLV

in top 54.9%

VTVStockSQLV

4.6%MUnot top 5

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOMnot top 5

2.4%JNJnot top 5

Cost, Income and Risk

Fees: SQLV, SCHD, IJR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

IJR0.06%$6

SQLV0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$13,678

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VTVMeasureSQLV

+21.7%Year to dateJan 1 → Nov 12+22.5%

+24.0%1 yearTotal return+25.9%

+21.2%3 years · per year$10,000 became $17,795 · $15,405+15.5%

+12.3%5 years · per year$10,000 became $17,885 · $13,678+6.5%

0.03%Expense ratio$3 · $60 a year on $10k · lower is better0.60%

1.82%Trailing 12-mo yield$182 · $103 a year on $10k1.03%

−6.4%Worst dropSmaller is better−7.7%

10.8%VolatilityLower is calmer16.6%

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

6–2VTV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5DXC1.3%

not top 5KD1.0%

not top 5EMBC0.9%

not top 5KSS0.9%

not top 5FHI0.8%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

VTV vs SQLV Returns, Every Period

5Y

VanguardVTV

+12.3%

5 years, per year

SQLVFranklin Templeton

+6.5%

5 years, per year

VTVSQLVFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VTV vs SCHD

YTD

VanguardVTV

+21.7%

SCHDSchwab

+34.2%

+21.7%Year to date+34.2%

−6.4%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y11.7%

1.8%Yield2.9%

$184BAssets$124B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: SQLV, SCHD, IJR, VTV

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VTV1.82%$182

IJR1.21%$121

SQLV1.03%$103

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VTV$182 − $3 = $179

IJR$121 − $6 = $115

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SQLV, SCHD, IJR, VTV

Today

17.9%most shared, SCHD and VTV

SQLVSCHDIJRVTV

SQLV—0.5%15.1%0.0%

SCHD0.5%—1.2%17.9%

IJR15.1%1.2%—0.0%

VTV0.0%17.9%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.7% vol

IJRWorst drop−9.7%16.4% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSQLV

+34.2%Year to date+22.5%

2.9%Yield1.0%

+36.8%Past year+25.9%

0.06%Fee0.60%

4–0SCHD wins

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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SQLV, SCHD, IJR and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four