Compare · 4 funds side by side · dividends reinvested

SQLV, VUG, SCHD and IJH

SQLVFranklin Templeton×VUGVanguard×SCHDSchwab×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,153VUG · best of the four

02 / 04

SQLV, VUG, SCHD and IJH, 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%$123B1.5

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%$41M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B2.9

Rank among the four1st → 4thFee, 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 · VUG 2004 · SCHD 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $41M$15,155

SQLV

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,620

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

SQLVMeasureIJH

+27.7%Year to dateJan 1 → Nov 4+13.9%

+33.0%1 yearTotal return+16.4%

+18.7%3 years · per year$10,000 became $16,710 · $16,594+18.4%

+8.7%5 years · per year$10,000 became $15,155 · $14,620+7.9%

0.60%Expense ratio$60 · $5 a year on $10k · lower is better0.05%

0.99%Trailing 12-mo yield$99 · $121 a year on $10k1.21%

−7.7%Worst dropSmaller is better−8.8%

16.0%VolatilityLower is calmer15.0%

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

5–3SQLV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs IJH: Top 5 Holdings

Today

SQLV

4.5%in top 5

IJH

in top 53.6%

SQLVStockIJH

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

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common2.6%

End-of-day Nov 4, 2026 · share of each fund

SQLV vs IJH Returns, Every Period

Franklin TempletonSQLV

+8.7%

5 years, per year

IJHiShares

+7.9%

5 years, per year

SQLVIJHFaded: behind in that period

4–0SQLV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLV vs SCHD

YTD

Franklin TempletonSQLV

+27.7%

SCHDSchwab

+35.3%

+27.7%Year to date+35.3%

−7.7%Worst drop · 1Y−6.9%

16.0%Volatility · 1Y11.5%

1.0%Yield2.9%

$41.0MAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, VUG, SCHD, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

SCHD0.06%$6

SQLV0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLV, VUG, SCHD, IJH

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IJH1.21%$121

SQLV0.99%$99

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IJH$121 − $5 = $116

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLV, VUG, SCHD, IJH

Today

3.5%most shared, SCHD and IJH

SQLVVUGSCHDIJH

SQLV—0.0%0.5%2.6%

VUG0.0%—0.8%0.0%

SCHD0.5%0.8%—3.5%

IJH2.6%0.0%3.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

IJHWorst drop−8.8%15.0% vol

SQLVWorst drop−7.7%16.0% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSQLV

+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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026