QDEF vs SCHD

AQDEF

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,762QDEF · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common11.0%QDEF and SCHD

QDEF

SCHD

Northern Trust Quality Dividend Defensive ETF · $537MSchwab U.S. Dividend Equity ETF · $122B

+20.2%3 years · per year$17,354 · $17,123+19.6%

+12.2%5 years · per year$17,762 · $16,459+10.5%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

1.58%12-mo yield$158 · $296 on $10k2.96%

−7.0%Worst dropSmaller wins−6.9%

10.4%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQDEF · SCHD

1.2%QCOM3.9%

1.1%PG4.4%

0.9%MO3.0%

0.9%BMY3.0%

Held in common11.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AQDEF	Northern Trust Quality Dividend Defensive ETFRead Desk	0.40%	1.58%	+1.8%	+12.2%	+15.5%	+20.2%	+12.2%	−7.0%	$537M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AQDEF	Northern Trust Quality Dividend Defensive ETFRead Desk	0.40%	1.58%	+1.8%	+12.2%	+15.5%	+20.2%	+12.2%	−7.0%	$537M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QDEF vs SCHD

QDEF

Northern Trust Quality Dividend Defensive

$17,762

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureQDEFSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield1.58%2.96%

5 years, per year+12.2%+10.5%

3 years, per year+20.2%+19.6%

Worst drop · 1Y−7.0%−6.9%

Volatility · 1Y10.4%11.8%

3–3measures won
level

11.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: QDEF, SCHD, VIG

Today

33.2%most shared, QDEF and VIG

QDEFSCHDVIG

QDEF—11.0%33.2%

SCHD11.0%—14.5%

VIG33.2%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

QDEF$158 − $40 = $118

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee