Compare · 4 funds side by side · dividends reinvested

SQLV, VIG, IJR and SCHD

SQLVFranklin Templeton×VIGVanguard×IJRiShares×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,596VIG · best of the four

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

Story of the four · RiskSmallest drop

SQLV, VIG, IJR and SCHD, 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%$123B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B2.3

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%$40M3.1

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%$107B3.1

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 · VIG 2006 · IJR 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,429

SCHD

More Ways to See the Pairs

SCHD vs SQLV: Top 5 Holdings

Today

SCHD

21.7%in top 5

SQLV

in top 54.9%

SCHDStockSQLV

4.6%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: SQLV, VIG, IJR, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IJR0.06%$6

SCHD0.06%$6

SQLV0.60%$60

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

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$13,678

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

SCHDMeasureSQLV

+34.2%Year to dateJan 1 → Nov 12+22.5%

+36.8%1 yearTotal return+25.9%

+19.9%3 years · per year$10,000 became $17,257 · $15,405+15.5%

+10.4%5 years · per year$10,000 became $16,429 · $13,678+6.5%

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

2.93%Trailing 12-mo yield$293 · $103 a year on $10k1.03%

−6.9%Worst dropSmaller is better−7.7%

11.7%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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5DXC1.3%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5FHI0.8%

Held in common0.5%

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

SCHD vs SQLV Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

SQLVFranklin Templeton

+6.5%

5 years, per year

SCHDSQLVFaded: behind in that period

4–0SCHD wins

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

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

−6.9%Worst drop · 1Y−7.9%

11.7%Volatility · 1Y11.0%

2.9%Yield1.4%

$123BAssets$109B

3–1SCHD wins

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

Yields: SQLV, VIG, IJR, SCHD

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VIG1.45%$145

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

VIG$145 − $4 = $141

IJR$121 − $6 = $115

SQLV$103 − $60 = $43

KeptFee

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

Overlap: SQLV, VIG, IJR, SCHD

Today

15.1%most shared, SQLV and IJR

SQLVVIGIJRSCHD

SQLV—0.2%15.1%0.5%

VIG0.2%—0.7%14.5%

IJR15.1%0.7%—1.2%

SCHD0.5%14.5%1.2%—

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

VIGWorst drop−7.9%11.0% 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

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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SQLV, VIG, IJR and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four