VALQ vs SCHD

AVALQ

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common32.5%VALQ and SCHD

VALQ

SCHD

American Century STOXX U.S. Quality Value ETF · $197MSchwab U.S. Dividend Equity ETF · $120B

+16.7%3 years · per year$15,901 · $17,414+20.3%

+9.3%5 years · per year$15,609 · $16,375+10.4%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

1.69%12-mo yield$169 · $298 on $10k2.98%

−7.9%Worst dropSmaller wins−6.9%

11.6%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVALQ · SCHD

2.8%HD4.3%

2.8%PG4.4%

2.7%UNH3.9%

2.7%LMT2.8%

Held in common32.5%

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 Three

5Y3 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%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.69%	−2.9%	+9.4%	+14.7%	+16.7%	+9.3%	−7.9%	$197M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.69%	−2.9%	+9.4%	+14.7%	+16.7%	+9.3%	−7.9%	$197M

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

VALQ vs SCHD

VALQ

American Century STOXX U.S. Quality Value

$15,609

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureVALQSCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield1.69%2.98%

5 years, per year+9.3%+10.4%

3 years, per year+16.7%+20.3%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y11.6%11.7%

5–1measures won
SCHD first

32.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VALQ, SCHD, VIG

Today

32.5%most shared, VALQ and SCHD

VALQSCHDVIG

VALQ—32.5%29.5%

SCHD32.5%—14.5%

VIG29.5%14.5%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

VALQ$169 − $29 = $140

KeptFee

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