SCHD vs SQLV

ASCHD

BSQLV

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SQLV $15,155

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 common0.5%SCHD and SQLV

SCHD

SQLV

Schwab U.S. Dividend Equity ETF · $121BRoyce Quant Small-Cap Quality Value ETF · $40M

+21.4%3 years · per year$17,908 · $16,710+18.7%

+11.0%5 years · per year$16,881 · $15,155+8.7%

0.06%Expense ratio$6 · $60 on $10k · lower wins0.60%

2.91%12-mo yield$291 · $99 on $10k0.99%

−6.9%Worst dropSmaller wins−7.7%

11.5%VolatilityLower wins16.0%

6–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · SQLV

0.1%FHI0.8%

0.1%KFY0.5%

0.1%APAM0.5%

0.0%CNS0.3%

Held in common0.5%

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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M

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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M

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

SCHD vs SQLV

SCHD

Schwab U.S. Dividend Equity

$16,881

SQLV

Royce Quant Small-Cap Quality Value

$15,155

MeasureSCHDSQLV

Fee0.06%0.60%

Cost on $10k a year$6$60

Yield2.91%0.99%

5 years, per year+11.0%+8.7%

3 years, per year+21.4%+18.7%

Worst drop · 1Y−6.9%−7.7%

Volatility · 1Y11.5%16.0%

6–0measures won
SCHD first

0.5%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCHD, SQLV

Today

0.5%most shared, SCHD and SQLV

SCHDSQLV

SCHD—0.5%

SQLV0.5%—

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

SQLV$99 − $60 = $39

KeptFee

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