QVAL vs SCHD

AQVAL

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,156QVAL · VTV $17,865

Lowest cost0.03%VTV · $3 on $10k

Most income2.96%SCHD · $296 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 · $710MSchwab U.S. Dividend Equity ETF · $120B

+22.4%3 years · per year$18,322 · $17,123+19.6%

+13.9%5 years · per year$19,156 · $16,459+10.5%

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

1.37%12-mo yield$137 · $296 on $10k2.96%

−6.3%Worst dropSmaller wins−6.9%

14.4%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQVAL · SCHD

2.5%VZ3.6%

2.5%ACN3.8%

2.1%CMCSA2.1%

2.1%MO3.0%

Held in common17.3%

End-of-day Nov 9, 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%	1.37%	+2.1%	+32.6%	+41.0%	+22.4%	+13.9%	−6.3%	$710M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 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%	1.37%	+2.1%	+32.6%	+41.0%	+22.4%	+13.9%	−6.3%	$710M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 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

$19,156

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureQVALSCHD

Fee0.28%0.06%

Cost on $10k a year$28$6

Yield1.37%2.96%

5 years, per year+13.9%+10.5%

3 years, per year+22.4%+19.6%

Worst drop · 1Y−6.3%−6.9%

Volatility · 1Y14.4%11.8%

3–3measures won
level

17.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: QVAL, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

QVALSCHDVTV

QVAL—17.3%8.3%

SCHD17.3%—17.9%

VTV8.3%17.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VTV$183 − $3 = $180

QVAL$137 − $28 = $109

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee