SQLV vs SCHDYTDSQLVSQLVAvsBSCHDSCHDRoyce Quant Small-Cap Quality Value ETF · $40MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+23.9%Year to dateJan 1 → Nov 11+34.6%+28.0%1 yearTotal return+39.3%Cost and income0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%1.02%12-mo yield$102 · $293 on $10k
Overlap: SQLV, SCHD, VUGToday0.8%most shared, SCHD and VUGSQLVSCHDVUGSQLV—0.5%0.0%SCHD0.5%—0.8%VUG0.0%0.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
SQLV vs SCHD1YASQLVRoyce Quant Small-Cap Quality Value$12,804vsSCHDBSchwab U.S. Dividend Equity$13,929$10k$12kNov 11, 2025Nov 11, 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%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2ASQLVRoyce Quant Small-Cap Quality Value ETFReadDesk0.60%1.02%+0.3%+23.9%+28.0%+15.7%+6.6%−7.7%$40M3VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9BEnd-of-day Nov 11, 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%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2ASQLVRoyce Quant Small-Cap Quality Value ETFReadDesk0.60%1.02%+0.3%+23.9%+28.0%+15.7%+6.6%−7.7%$40M3VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: SQLV, SCHD, VUGToday0.8%most shared, SCHD and VUGSQLVSCHDVUGSQLV—0.5%0.0%SCHD0.5%—0.8%VUG0.0%0.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287SQLV$102 − $60 = $42VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee