QLTY vs SCHD

AQLTY

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IWF $15,441

Lowest cost0.03%VO · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common17.1%QLTY and SCHD

QLTY

SCHD

GMO US Quality ETF · $5.4BSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

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

0.65%12-mo yield$65 · $300 on $10k3.00%

−11.7%Worst dropSmaller wins−6.9%

13.1%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsQLTY · SCHD

3.6%TXN4.3%

2.6%ABT4.0%

2.6%UNH3.9%

2.2%PG4.5%

Held in common17.1%

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 Four

5Y4 funds

#
1	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	0.0%	+12.8%	+16.6%	new	new	−11.7%	$5.4B

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

All Four

5Y4 funds

#
1	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	0.0%	+12.8%	+16.6%	new	new	−11.7%	$5.4B

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

QLTY vs SCHD

QLTY

GMO US Quality

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureQLTYSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield0.65%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−11.7%−6.9%

Volatility · 1Y13.1%11.7%

4–0measures won
SCHD first

17.1%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

Overlap: QLTY, SCHD, VO, IWF

Today

37.6%most shared, QLTY and IWF

QLTYSCHDVOIWF

QLTY—17.1%2.3%37.6%

SCHD17.1%—6.9%3.7%

VO2.3%6.9%—9.2%

IWF37.6%3.7%9.2%—

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

VO$139 − $3 = $136

IWF$39 − $18 = $21

QLTY$65 − $50 = $15

KeptFee

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