Compare · 2 funds side by side · dividends reinvested

VALQ and SCHD

VALQAmerican Century×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

VALQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.1

American Century STOXX U.S. Quality Value ETFUS Stock Styles · Value0.29%1.71%+8.5%+12.8%+16.1%+9.2%−7.9%11.6%$197M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: VALQ 2018 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

American Century STOXX U.S. Quality Value ETF · $197M$15,496

VALQ

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 32.6% in common

VALQMeasureSCHD

+8.5%Year to dateJan 1 → Nov 6+31.4%

+12.8%1 yearTotal return+37.0%

+16.1%3 years · per year$10,000 became $15,667 · $17,266+20.0%

+9.2%5 years · per year$10,000 became $15,496 · $16,267+10.2%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

1.71%Trailing 12-mo yield$171 · $300 a year on $10k3.00%

−7.9%Worst dropSmaller is better−6.9%

11.6%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VALQ vs SCHD: Top 5 Holdings

Today

VALQ

13.9%in top 5

SCHD

in top 521.4%

VALQStockSCHD

2.9%PG4.5%

2.9%HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.7%UNHnot top 5

2.7%MRKnot top 5

2.7%LMTnot top 5

Held in common32.6%

End-of-day Nov 6, 2026 · share of each fund

VALQ vs SCHD Returns, Every Period

American CenturyVALQ

+9.2%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

VALQSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VALQ vs SCHD

YTD

American CenturyVALQ

+8.5%

SCHDSchwab

+31.4%

+8.5%Year to date+31.4%

−7.9%Worst drop · 1Y−6.9%

11.6%Volatility · 1Y11.7%

1.7%Yield3.0%

$197MAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VALQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VALQ0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VALQ, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VALQ1.71%$171

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VALQ$171 − $29 = $142

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VALQ, SCHD

Today

32.6%most shared, VALQ and SCHD

VALQSCHD

VALQ—32.6%

SCHD32.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

VALQWorst drop−7.9%11.6% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVALQ

+31.4%Year to date+8.5%

3.0%Yield1.7%

+37.0%Past year+12.8%

0.06%Fee0.29%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026