Compare · 3 funds side by side · dividends reinvested

SQLV, VUG and SCHD

SQLVFranklin Templeton×VUGVanguard×SCHDSchwab×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $6,943 · 2022VUG$17,153SCHD$16,881SQLV$15,155Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three
02 / 04

SQLV, VUG and SCHD, 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%$121B1.4
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3
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
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 · VUG 2004 · SCHD 2011
@TheETFTracker·theetftracker.com

Head to Head

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

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

SQLVMeasureSCHD
+27.7%Year to dateJan 1 → Nov 4+35.3%
+33.0%1 yearTotal return+41.6%
+18.7%3 years · per year$10,000 became $16,710 · $17,908+21.4%
+8.7%5 years · per year$10,000 became $15,155 · $16,881+11.0%
0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%
0.99%Trailing 12-mo yield$99 · $291 a year on $10k2.91%
−7.7%Worst dropSmaller is better−6.9%
16.0%VolatilityLower is calmer11.5%
SQLVSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
0–8SCHD 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

SQLV vs SCHD: Top 5 Holdings

Today
SQLV
4.5%in top 5
in top 521.6%
SQLVStockSCHD
not top 5TXN4.8%
not top 5PG4.3%
not top 5KO4.2%
not top 5CVX4.2%
not top 5COP4.1%
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
Held in common0.5%
End-of-day Nov 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SQLV vs SCHD Returns, Every Period

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

Stocks vs Income: SQLV vs SCHD

YTD
Franklin TempletonSQLV
+27.7%
SCHDSchwab
+35.3%
Jan 1Nov 4+27.7%+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%
$39.8MAssets$121B
4–0SCHD wins
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SQLV, VUG, SCHD

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
SCHD0.06%$6
SQLV0.60%$60
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SQLV, VUG, SCHD

1Y
2.91%highest, SCHD
FundTrailing yieldYield$10k
SCHD2.91%$291
SQLV0.99%$99
VUG0.40%$40
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
VUG$40 − $3 = $37
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SQLV, VUG, SCHD

Today
0.8%most shared, VUG and SCHD
SQLVVUGSCHD
SQLV—0.0%0.5%
VUG0.0%—0.8%
SCHD0.5%0.8%—
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
0%+20%+40%+60%5%10%15%20%Volatility · 1 year → bumpierSCHD +41.6%SQLV +33.0%VUG +3.4%
SCHDWorst drop−6.9%11.5% 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
@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