QLV vs SCHD

AQLV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · QLV $16,725

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.2%QLV · worst fall in 1Y

Held in common11.4%QLV and SCHD

QLV

SCHD

Northern Trust US Quality Low Volatility ETF · $188MSchwab U.S. Dividend Equity ETF · $121B

+19.6%3 years · per year$17,100 · $17,908+21.4%

+10.8%5 years · per year$16,725 · $16,881+11.0%

0.09%Expense ratio$9 · $6 on $10k · lower wins0.06%

1.41%12-mo yield$141 · $291 on $10k2.91%

−6.2%Worst dropSmaller wins−6.9%

7.8%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQLV · SCHD

1.3%PG4.3%

1.3%PEP3.8%

1.2%KO4.2%

1.2%MRK3.7%

Held in common11.4%

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%	$121.5B
2	AQLV	Northern Trust US Quality Low Volatility ETFRead Desk		0.09%	1.41%	+1.7%	+16.6%	+18.8%	+19.6%	+10.8%	−6.2%	$188M

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%	$121.5B
2	AQLV	Northern Trust US Quality Low Volatility ETFRead Desk		0.09%	1.41%	+1.7%	+16.6%	+18.8%	+19.6%	+10.8%	−6.2%	$188M

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

QLV vs SCHD

QLV

Northern Trust US Quality Low Volatility

$16,725

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureQLVSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield1.41%2.91%

5 years, per year+10.8%+11.0%

3 years, per year+19.6%+21.4%

Worst drop · 1Y−6.2%−6.9%

Volatility · 1Y7.8%11.5%

4–2measures won
SCHD first

11.4%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: QLV, SCHD

Today

11.4%most shared, QLV and SCHD

QLVSCHD

QLV—11.4%

SCHD11.4%—

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

QLV$141 − $9 = $132

KeptFee

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