QDIV vs SCHD

AQDIV

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · QDIV $15,836

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common25.3%QDIV and SCHD

QDIV

SCHD

Global X - S&P 500 Quality Dividend ETF · $32MSchwab U.S. Dividend Equity ETF · $123B

+17.2%3 years · per year$16,113 · $17,908+21.4%

+9.6%5 years · per year$15,836 · $16,881+11.0%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

2.76%12-mo yield$276 · $291 on $10k2.91%

−8.0%Worst dropSmaller wins−6.9%

13.3%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQDIV · SCHD

2.7%ACN3.7%

2.3%ADP2.8%

2.2%LMT3.1%

2.2%COP4.1%

Held in common25.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AQDIV	Global X - S&P 500 Quality Dividend ETFRead Desk		0.20%	2.76%	+3.0%	+27.6%	+30.4%	+17.2%	+9.6%	−8.0%	$32M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AQDIV	Global X - S&P 500 Quality Dividend ETFRead Desk		0.20%	2.76%	+3.0%	+27.6%	+30.4%	+17.2%	+9.6%	−8.0%	$32M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QDIV vs SCHD

QDIV

Global X - S&P 500 Quality Dividend

$15,836

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureQDIVSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield2.76%2.91%

5 years, per year+9.6%+11.0%

3 years, per year+17.2%+21.4%

Worst drop · 1Y−8.0%−6.9%

Volatility · 1Y13.3%11.5%

6–0measures won
SCHD first

25.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: QDIV, SCHD

Today

25.3%most shared, QDIV and SCHD

QDIVSCHD

QDIV—25.3%

SCHD25.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

QDIV$276 − $20 = $256

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee