SQLV vs SCHD

ASQLV

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SQLV $14,355

Lowest cost0.06%SCHD · $6 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common0.5%SQLV and SCHD

SQLV

SCHD

Royce Quant Small-Cap Quality Value ETF · $41MSchwab U.S. Dividend Equity ETF · $123B

+16.8%3 years · per year$15,951 · $17,414+20.3%

+7.5%5 years · per year$14,355 · $16,375+10.4%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

1.03%12-mo yield$103 · $298 on $10k2.98%

−7.7%Worst dropSmaller wins−6.9%

16.5%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · SCHD

0.8%FHI0.1%

0.5%KFY0.1%

0.5%APAM0.1%

0.3%CNS0.0%

Held in common0.5%

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

All Four

5Y4 funds

#
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%	$122.9B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

All Four

5Y4 funds

#
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%	$122.9B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

SQLV vs SCHD

SQLV

Royce Quant Small-Cap Quality Value

$14,355

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSQLVSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield1.03%2.98%

5 years, per year+7.5%+10.4%

3 years, per year+16.8%+20.3%

Worst drop · 1Y−7.7%−6.9%

Volatility · 1Y16.5%11.7%

6–0measures won
SCHD first

0.5%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SQLV, JEPQ, SCHD, IJR

Today

15.3%most shared, SQLV and IJR

SQLVJEPQSCHDIJR

SQLV—0.0%0.5%15.3%

JEPQ0.0%—3.8%0.0%

SCHD0.5%3.8%—1.2%

IJR15.3%0.0%1.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$298 − $6 = $292

IJR$124 − $6 = $118

SQLV$103 − $60 = $43

KeptFee

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