QVAL vs SCHD

AQVAL

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,186QVAL · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.3%QVAL · worst fall in 1Y

Held in common17.3%QVAL and SCHD

QVAL

SCHD

Alpha Architect U.S. Quantitative Value ETF · $735MSchwab U.S. Dividend Equity ETF · $123B

+25.0%3 years · per year$19,526 · $17,908+21.4%

+15.1%5 years · per year$20,186 · $16,881+11.0%

0.28%Expense ratio$28 · $6 on $10k · lower wins0.06%

1.35%12-mo yield$135 · $291 on $10k2.91%

−6.3%Worst dropSmaller wins−6.9%

14.0%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQVAL · SCHD

2.5%VZ3.5%

2.4%ACN3.7%

2.1%COP4.1%

2.0%MO3.0%

Held in common17.3%

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

All Three

5Y3 funds

#
1	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.35%	+2.1%	+35.0%	+44.1%	+25.0%	+15.1%	−6.3%	$735M
2	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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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

All Three

5Y3 funds

#
1	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.35%	+2.1%	+35.0%	+44.1%	+25.0%	+15.1%	−6.3%	$735M
2	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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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

QVAL vs SCHD

QVAL

Alpha Architect U.S. Quantitative Value

$20,186

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureQVALSCHD

Fee0.28%0.06%

Cost on $10k a year$28$6

Yield1.35%2.91%

5 years, per year+15.1%+11.0%

3 years, per year+25.0%+21.4%

Worst drop · 1Y−6.3%−6.9%

Volatility · 1Y14.0%11.5%

3–3measures won
level

17.3%

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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

Overlap: QVAL, SCHD, IWF

Today

17.3%most shared, QVAL and SCHD

QVALSCHDIWF

QVAL—17.3%1.2%

SCHD17.3%—3.6%

IWF1.2%3.6%—

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

QVAL$135 − $28 = $107

IWF$37 − $18 = $19

KeptFee

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