QVAL vs SCHD

AQVAL

BSCHD

Measures won3–3level · of 6 · 5Y

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

Lowest cost0.03%VUG · $3 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 · $735MSchwab U.S. Dividend Equity ETF · $123B

+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%	$735M
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%	$122.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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%	$735M
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%	$122.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

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: QVAL, SCHD, VUG

Today

17.0%most shared, QVAL and SCHD

QVALSCHDVUG

QVAL—17.0%0.3%

SCHD17.0%—0.8%

VUG0.3%0.8%—

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

QVAL$139 − $28 = $111

VUG$43 − $3 = $40

KeptFee

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