QVML vs SCHD

AQVML

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,390QVML · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common9.4%QVML and SCHD

QVML

SCHD

Invesco S&P 500 QVM Multi-factor ETF · $1.7BSchwab U.S. Dividend Equity ETF · $123B

+24.7%3 years · per year$19,394 · $17,908+21.4%

+13.0%5 years · per year$18,390 · $16,881+11.0%

0.11%Expense ratio$11 · $6 on $10k · lower wins0.06%

0.98%12-mo yield$98 · $291 on $10k2.91%

−8.7%Worst dropSmaller wins−6.9%

12.6%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQVML · SCHD

0.7%PG4.3%

0.7%CVX4.2%

0.6%KO4.2%

0.6%UNH4.0%

Held in common9.4%

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

Both

5Y2 funds

#			Trend
1	AQVML	Invesco S&P 500 QVM Multi-factor ETFRead Desk		0.11%	0.98%	+1.8%	+14.9%	+15.3%	+24.7%	+13.0%	−8.7%	$1.7B
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

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

Both

5Y2 funds

#			Trend
1	AQVML	Invesco S&P 500 QVM Multi-factor ETFRead Desk		0.11%	0.98%	+1.8%	+14.9%	+15.3%	+24.7%	+13.0%	−8.7%	$1.7B
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

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

QVML vs SCHD

QVML

Invesco S&P 500 QVM Multi-factor

$18,390

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureQVMLSCHD

Fee0.11%0.06%

Cost on $10k a year$11$6

Yield0.98%2.91%

5 years, per year+13.0%+11.0%

3 years, per year+24.7%+21.4%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y12.6%11.5%

4–2measures won
SCHD first

9.4%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: QVML, SCHD

Today

9.4%most shared, QVML and SCHD

QVMLSCHD

QVML—9.4%

SCHD9.4%—

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

QVML$98 − $11 = $87

KeptFee

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