QWLD vs SCHD

AQWLD

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · QWLD $15,779

Lowest cost0.05%VXUS · $5 on $10k

Most income3.00%SCHD · $300 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 · $177MSchwab U.S. Dividend Equity ETF · $120B

+17.9%3 years · per year$16,397 · $17,266+20.0%

+9.6%5 years · per year$15,779 · $16,267+10.2%

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

1.78%12-mo yield$178 · $300 on $10k3.00%

−7.6%Worst dropSmaller wins−6.9%

10.3%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQWLD · SCHD

0.9%PG4.5%

0.8%KO4.3%

0.8%MRK3.8%

0.6%PEP4.0%

Held in common8.3%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AQWLD	State Street SPDR MSCI World StrategicFactors ETFRead Desk	0.30%	1.78%	−0.5%	+9.6%	+12.9%	+17.9%	+9.6%	−7.6%	$177M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AQWLD	State Street SPDR MSCI World StrategicFactors ETFRead Desk	0.30%	1.78%	−0.5%	+9.6%	+12.9%	+17.9%	+9.6%	−7.6%	$177M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 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

$15,779

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureQWLDSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield1.78%3.00%

5 years, per year+9.6%+10.2%

3 years, per year+17.9%+20.0%

Worst drop · 1Y−7.6%−6.9%

Volatility · 1Y10.3%11.7%

5–1measures won
SCHD first

8.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: QWLD, SCHD, VXUS

Today

25.1%most shared, QWLD and VXUS

QWLDSCHDVXUS

QWLD—8.3%25.1%

SCHD8.3%—0.0%

VXUS25.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VXUS$245 − $5 = $240

QWLD$178 − $30 = $148

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee