QVAL vs SCHD

AQVAL

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,361QVAL · SCHD $16,375

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common17.0%QVAL and SCHD

QVAL

SCHD

Alpha Architect U.S. Quantitative Value ETF · $720MSchwab U.S. Dividend Equity ETF · $120B

+23.5%3 years · per year$18,837 · $17,414+20.3%

+14.1%5 years · per year$19,361 · $16,375+10.4%

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

1.39%12-mo yield$139 · $298 on $10k2.98%

−6.3%Worst dropSmaller wins−6.9%

14.3%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQVAL · SCHD

2.5%VZ3.5%

2.4%ACN3.8%

2.1%CMCSA2.1%

2.0%MO3.0%

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	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.39%	−2.7%	+31.3%	+40.6%	+23.5%	+14.1%	−6.3%	$720M
2	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
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.39%	−2.7%	+31.3%	+40.6%	+23.5%	+14.1%	−6.3%	$720M
2	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
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

QVAL vs SCHD

QVAL

Alpha Architect U.S. Quantitative Value

$19,361

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureQVALSCHD

Fee0.28%0.06%

Cost on $10k a year$28$6

Yield1.39%2.98%

5 years, per year+14.1%+10.4%

3 years, per year+23.5%+20.3%

Worst drop · 1Y−6.3%−6.9%

Volatility · 1Y14.3%11.7%

3–3measures won
level

17.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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: QVAL, SCHD, VIG

Today

17.0%most shared, QVAL and SCHD

QVALSCHDVIG

QVAL—17.0%1.3%

SCHD17.0%—14.5%

VIG1.3%14.5%—

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

VIG$149 − $4 = $145

QVAL$139 − $28 = $111

KeptFee

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