SQLV vs SCHDYTDSQLVSQLVAvsBSCHDSCHDRoyce Quant Small-Cap Quality Value ETF · $40MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+23.5%Year to dateJan 1 → Nov 10+33.8%+28.9%1 yearTotal return+38.8%Cost and income0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%1.02%12-mo yield$102 · $294 on $10k
Overlap: SQLV, IWF, SCHDToday3.6%most shared, IWF and SCHDSQLVIWFSCHDSQLV—0.0%0.5%IWF0.0%—3.6%SCHD0.5%3.6%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SQLV vs SCHD1YASQLVRoyce Quant Small-Cap Quality Value$12,891vsSCHDBSchwab U.S. Dividend Equity$13,882$10k$12kNov 10, 2025Nov 10, 2026
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2ASQLVRoyce Quant Small-Cap Quality Value ETFReadDesk0.60%1.02%−0.1%+23.5%+28.9%+15.2%+7.1%−7.7%$40M3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$117.1BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2ASQLVRoyce Quant Small-Cap Quality Value ETFReadDesk0.60%1.02%−0.1%+23.5%+28.9%+15.2%+7.1%−7.7%$40M3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$117.1BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: SQLV, IWF, SCHDToday3.6%most shared, IWF and SCHDSQLVIWFSCHDSQLV—0.0%0.5%IWF0.0%—3.6%SCHD0.5%3.6%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$288most kept, SCHDSCHD$294 − $6 = $288SQLV$102 − $60 = $42IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee