Compare · 3 funds side by side · dividends reinvested

SQLV, SCHD and IWF

SQLVFranklin Templeton×SCHDSchwab×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $9,058 · 2022SCHD$16,881IWF$16,559SQLV$15,155Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three
02 / 04

SQLV, SCHD and IWF, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.1
Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%0.99%+27.7%+33.0%+18.7%+8.7%−7.7%16.0%$40M2.4
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.5
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 4, 2026 · returns include dividends · since: SQLV 2017 · SCHD 2011 · IWF 2000
@TheETFTracker·theetftracker.com

Head to Head

5Y
Schwab U.S. Dividend Equity ETF · $121B$16,881
SCHD
SQLV
Royce Quant Small-Cap Quality Value ETF · $40M$15,155

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

SCHDMeasureSQLV
+35.3%Year to dateJan 1 → Nov 4+27.7%
+41.6%1 yearTotal return+33.0%
+21.4%3 years · per year$10,000 became $17,908 · $16,710+18.7%
+11.0%5 years · per year$10,000 became $16,881 · $15,155+8.7%
0.06%Expense ratio$6 · $60 a year on $10k · lower is better0.60%
2.91%Trailing 12-mo yield$291 · $99 a year on $10k0.99%
−6.9%Worst dropSmaller is better−7.7%
11.5%VolatilityLower is calmer16.0%
SCHDSQLV Winner of the row, in its colourEach row: the bigger of the two fills its side
8–0SCHD wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

SCHD vs SQLV: Top 5 Holdings

Today
21.6%in top 5
SQLV
in top 54.5%
SCHDStockSQLV
4.8%TXNnot top 5
4.3%PGnot top 5
4.2%KOnot top 5
4.2%CVXnot top 5
4.1%COPnot 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 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SCHD vs SQLV Returns, Every Period

5Y
SchwabSCHD
+11.0%
5 years, per year
SQLVFranklin Templeton
+8.7%
5 years, per year
0%+10%+20%+30%+40%+50%+35.3%+27.7%YTD+41.6%+33.0%1 year+21.4%+18.7%3 yrs · yr+11.0%+8.7%5 yrs · yr
SCHDSQLVFaded: behind in that period
4–0SCHD wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Stocks: SCHD vs SQLV

YTD
SchwabSCHD
+35.3%
SQLVFranklin Templeton
+27.7%
Jan 1Nov 4+35.3%+27.7%
+35.3%Year to date+27.7%
−6.9%Worst drop · 1Y−7.7%
11.5%Volatility · 1Y16.0%
2.9%Yield1.0%
$121BAssets$39.8M
4–0SCHD wins
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SQLV, SCHD, IWF

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
IWF0.18%$18
SQLV0.60%$60
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SQLV, SCHD, IWF

1Y
2.91%highest, SCHD
FundTrailing yieldYield$10k
SCHD2.91%$291
SQLV0.99%$99
IWF0.37%$37
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$285most kept, SCHD
SCHD$291 − $6 = $285
SQLV$99 − $60 = $39
IWF$37 − $18 = $19
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SQLV, SCHD, IWF

Today
3.6%most shared, SCHD and IWF
SQLVSCHDIWF
SQLV—0.5%0.0%
SCHD0.5%—3.6%
IWF0.0%3.6%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+41.6%SCHD, at 11.5% volatility
−20%0%+20%+40%+60%5%10%15%20%Volatility · 1 year → bumpierSCHD +41.6%SQLV +33.0%IWF −3.0%
SCHDWorst drop−6.9%11.5% vol
SQLVWorst drop−7.7%16.0% vol
IWFWorst drop−15.6%18.3% vol
End-of-day Nov 4, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 4+35.3%+27.7%
+35.3%Year to date+27.7%
2.9%Yield1.0%
+41.6%Past year+33.0%
0.06%Fee0.60%
4–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+6.3%
SCHGSchwab
+6.8%
Jan 1Nov 4+6.3%+6.8%
+6.3%Year to date+6.8%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$61.1B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+8.8%
+8.5%Year to date+8.8%
12.2%Yield7.8%
$41.8BAssets$46.0B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com