QLV vs SCHD

AQLV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · QLV $16,186

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common11.3%QLV and SCHD

QLV

SCHD

Northern Trust US Quality Low Volatility ETF · $193MSchwab U.S. Dividend Equity ETF · $123B

+18.4%3 years · per year$16,587 · $17,414+20.3%

+10.1%5 years · per year$16,186 · $16,375+10.4%

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

1.45%12-mo yield$145 · $298 on $10k2.98%

−6.2%Worst dropSmaller wins−6.9%

8.3%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLV · SCHD

1.3%PG4.4%

1.3%PEP3.9%

1.2%KO4.2%

1.2%MRK3.8%

Held in common11.3%

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%	$122.9B
2	AQLV	Northern Trust US Quality Low Volatility ETFRead Desk	0.09%	1.45%	−2.5%	+13.7%	+15.9%	+18.4%	+10.1%	−6.2%	$193M
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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%	$122.9B
2	AQLV	Northern Trust US Quality Low Volatility ETFRead Desk	0.09%	1.45%	−2.5%	+13.7%	+15.9%	+18.4%	+10.1%	−6.2%	$193M
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

QLV vs SCHD

QLV

Northern Trust US Quality Low Volatility

$16,186

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureQLVSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield1.45%2.98%

5 years, per year+10.1%+10.4%

3 years, per year+18.4%+20.3%

Worst drop · 1Y−6.2%−6.9%

Volatility · 1Y8.3%11.7%

4–2measures won
SCHD first

11.3%

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: QLV, SCHD, IWF

Today

35.2%most shared, QLV and IWF

QLVSCHDIWF

QLV—11.3%35.2%

SCHD11.3%—3.6%

IWF35.2%3.6%—

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

QLV$145 − $9 = $136

IWF$39 − $18 = $21

KeptFee

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