QLTY vs SCHD

AQLTY

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common17.0%QLTY and SCHD

QLTY

SCHD

GMO US Quality ETF · $5.6BSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

0.65%12-mo yield$65 · $298 on $10k2.98%

−11.7%Worst dropSmaller wins−6.9%

13.1%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLTY · SCHD

3.9%TXN4.7%

2.6%ABT4.0%

2.5%UNH3.9%

2.1%PG4.4%

Held in common17.0%

End-of-day Nov 5, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	−3.8%	+12.8%	+17.5%	new	new	−11.7%	$5.6B

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	−3.8%	+12.8%	+17.5%	new	new	−11.7%	$5.6B

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

Cards for this view

QLTY vs SCHD

QLTY

GMO US Quality

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureQLTYSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield0.65%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−11.7%−6.9%

Volatility · 1Y13.1%11.7%

4–0measures won
SCHD first

17.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: QLTY, SCHD, IJH

Today

17.0%most shared, QLTY and SCHD

QLTYSCHDIJH

QLTY—17.0%0.4%

SCHD17.0%—3.5%

IJH0.4%3.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IJH$126 − $5 = $121

QLTY$65 − $50 = $15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee