QWLD vs SCHD

AQWLD

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · QWLD $16,108

Lowest cost0.03%VEA · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common8.3%QWLD and SCHD

QWLD

SCHD

State Street SPDR MSCI World StrategicFactors ETF · $175MSchwab U.S. Dividend Equity ETF · $120B

+18.1%3 years · per year$16,472 · $17,123+19.6%

+10.0%5 years · per year$16,108 · $16,459+10.5%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

1.74%12-mo yield$174 · $296 on $10k2.96%

−7.6%Worst dropSmaller wins−6.9%

10.5%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQWLD · SCHD

0.9%PG4.4%

0.8%KO4.3%

0.8%MRK3.8%

0.6%PEP4.0%

Held in common8.3%

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	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
2	AQWLD	State Street SPDR MSCI World StrategicFactors ETFRead Desk	0.30%	1.74%	+2.3%	+12.2%	+15.9%	+18.1%	+10.0%	−7.6%	$175M
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B

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	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
2	AQWLD	State Street SPDR MSCI World StrategicFactors ETFRead Desk	0.30%	1.74%	+2.3%	+12.2%	+15.9%	+18.1%	+10.0%	−7.6%	$175M
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B

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

QWLD vs SCHD

QWLD

SPDR MSCI World StrategicFactors

$16,108

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureQWLDSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield1.74%2.96%

5 years, per year+10.0%+10.5%

3 years, per year+18.1%+19.6%

Worst drop · 1Y−7.6%−6.9%

Volatility · 1Y10.5%11.8%

5–1measures won
SCHD first

8.3%

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

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

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: QWLD, SCHD, VEA

Today

26.9%most shared, QWLD and VEA

QWLDSCHDVEA

QWLD—8.3%26.9%

SCHD8.3%—0.0%

VEA26.9%0.0%—

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

VEA$244 − $3 = $241

QWLD$174 − $30 = $144

KeptFee

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