SQLV vs SCHDYTDSQLVSQLVAvsBSCHDSCHDRoyce Quant Small-Cap Quality Value ETF · $40MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+22.5%Year to dateJan 1 → Nov 12+34.2%+25.9%1 yearTotal return+36.8%Cost and income0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%1.03%12-mo yield$103 · $293 on $10k
Overlap: SQLV, VO, SCHDToday6.9%most shared, VO and SCHDSQLVVOSCHDSQLV—0.0%0.5%VO0.0%—6.9%SCHD0.5%6.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SQLV vs SCHD1YASQLVRoyce Quant Small-Cap Quality Value$12,586vsSCHDBSchwab U.S. Dividend Equity$13,682$10k$12kNov 12, 2025Nov 12, 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%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2ASQLVRoyce Quant Small-Cap Quality Value ETFReadDesk0.60%1.03%−1.1%+22.5%+25.9%+15.5%+6.5%−7.7%$40M3VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%−0.9%+14.0%+13.7%+18.4%+6.7%−8.2%$103.4BEnd-of-day Nov 12, 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%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2ASQLVRoyce Quant Small-Cap Quality Value ETFReadDesk0.60%1.03%−1.1%+22.5%+25.9%+15.5%+6.5%−7.7%$40M3VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%−0.9%+14.0%+13.7%+18.4%+6.7%−8.2%$103.4BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: SQLV, VO, SCHDToday6.9%most shared, VO and SCHDSQLVVOSCHDSQLV—0.0%0.5%VO0.0%—6.9%SCHD0.5%6.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287VO$135 − $3 = $132SQLV$103 − $60 = $43KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee