SCHD vs SQLV

ASCHD

BSQLV

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 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 · $120BRoyce Quant Small-Cap Quality Value ETF · $39M

+20.0%3 years · per year$17,266 · $15,694+16.2%

+10.2%5 years · per year$16,267 · $14,141+7.2%

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

3.00%12-mo yield$300 · $104 on $10k1.04%

−6.9%Worst dropSmaller wins−7.7%

11.7%VolatilityLower wins16.5%

6–0SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · SQLV

0.1%FHI0.8%

0.1%KFY0.5%

0.1%APAM0.5%

0.1%WU0.5%

Held in common0.5%

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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M

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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M

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

SCHD vs SQLV

SCHD

Schwab U.S. Dividend Equity

$16,267

SQLV

Royce Quant Small-Cap Quality Value

$14,141

MeasureSCHDSQLV

Fee0.06%0.60%

Cost on $10k a year$6$60

Yield3.00%1.04%

5 years, per year+10.2%+7.2%

3 years, per year+20.0%+16.2%

Worst drop · 1Y−6.9%−7.7%

Volatility · 1Y11.7%16.5%

6–0measures won
SCHD first

0.5%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SCHD, SQLV, VUG

Today

0.8%most shared, SCHD and VUG

SCHDSQLVVUG

SCHD—0.5%0.8%

SQLV0.5%—0.0%

VUG0.8%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

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

KeptFee

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