QDF vs SCHD

AQDF

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · QDF $16,723

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common10.1%QDF and SCHD

QDF

SCHD

Northern Trust Quality Dividend ETF · $2.1BSchwab U.S. Dividend Equity ETF · $120B

+19.5%3 years · per year$17,046 · $17,266+20.0%

+10.8%5 years · per year$16,723 · $16,267+10.2%

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

1.55%12-mo yield$155 · $300 on $10k3.00%

−7.9%Worst dropSmaller wins−6.9%

12.7%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQDF · SCHD

1.2%QCOM3.6%

1.2%PG4.5%

0.9%BMY3.1%

0.9%MO3.1%

Held in common10.1%

End-of-day Nov 6, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AQDF	Northern Trust Quality Dividend ETFRead Desk	0.40%	1.55%	0.0%	+10.3%	+12.6%	+19.5%	+10.8%	−7.9%	$2.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AQDF	Northern Trust Quality Dividend ETFRead Desk	0.40%	1.55%	0.0%	+10.3%	+12.6%	+19.5%	+10.8%	−7.9%	$2.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QDF vs SCHD

QDF

Northern Trust Quality Dividend

$16,723

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureQDFSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield1.55%3.00%

5 years, per year+10.8%+10.2%

3 years, per year+19.5%+20.0%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y12.7%11.7%

5–1measures won
SCHD first

10.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: QDF, SCHD, VYM

Today

22.5%most shared, QDF and VYM

QDFSCHDVYM

QDF—10.1%22.5%

SCHD10.1%—21.9%

VYM22.5%21.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

QDF$155 − $40 = $115

KeptFee

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