QVMM vs SCHD

AQVMM

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · QVMM $14,054

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common3.4%QVMM and SCHD

QVMM

SCHD

Invesco S&P MidCap 400 QVM Multi-factor ETF · $427MSchwab U.S. Dividend Equity ETF · $120B

+17.1%3 years · per year$16,047 · $17,414+20.3%

+7.0%5 years · per year$14,054 · $16,375+10.4%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

1.29%12-mo yield$129 · $298 on $10k2.98%

−8.4%Worst dropSmaller wins−6.9%

15.2%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQVMM · SCHD

0.6%EWBC0.4%

0.5%DINO0.4%

0.4%WSO0.3%

0.4%FNF0.3%

Held in common3.4%

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

Both

5Y2 funds

#			Trend
1	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
2	AQVMM	Invesco S&P MidCap 400 QVM Multi-factor ETFRead Desk		0.15%	1.29%	−3.5%	+10.7%	+14.4%	+17.1%	+7.0%	−8.4%	$427M

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

Both

5Y2 funds

#			Trend
1	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
2	AQVMM	Invesco S&P MidCap 400 QVM Multi-factor ETFRead Desk		0.15%	1.29%	−3.5%	+10.7%	+14.4%	+17.1%	+7.0%	−8.4%	$427M

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

QVMM vs SCHD

QVMM

Invesco S&P MidCap 400 QVM Multi-factor

$14,054

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureQVMMSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.29%2.98%

5 years, per year+7.0%+10.4%

3 years, per year+17.1%+20.3%

Worst drop · 1Y−8.4%−6.9%

Volatility · 1Y15.2%11.7%

6–0measures won
SCHD first

3.4%

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%

$120BAssets$109B

2–0SCHD 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: QVMM, SCHD

Today

3.4%most shared, QVMM and SCHD

QVMMSCHD

QVMM—3.4%

SCHD3.4%—

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

QVMM$129 − $15 = $114

KeptFee

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