VALQ vs SCHD

AVALQ

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · SCHD $16,459

Lowest cost0.03%VTV · $3 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common32.6%VALQ and SCHD

VALQ

SCHD

American Century STOXX U.S. Quality Value ETF · $190MSchwab U.S. Dividend Equity ETF · $120B

+16.5%3 years · per year$15,819 · $17,123+19.6%

+9.4%5 years · per year$15,695 · $16,459+10.5%

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

1.67%12-mo yield$167 · $296 on $10k2.96%

−7.9%Worst dropSmaller wins−6.9%

11.8%VolatilityLower wins11.8%

0–5SCHD 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%MRK3.8%

Held in common32.6%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.67%	+2.2%	+10.8%	+16.0%	+16.5%	+9.4%	−7.9%	$190M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.67%	+2.2%	+10.8%	+16.0%	+16.5%	+9.4%	−7.9%	$190M

End-of-day Nov 9, 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

$15,695

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureVALQSCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield1.67%2.96%

5 years, per year+9.4%+10.5%

3 years, per year+16.5%+19.6%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y11.8%11.8%

5–0measures won
SCHD first

32.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VALQ, SCHD, VTV

Today

34.9%most shared, VALQ and VTV

VALQSCHDVTV

VALQ—32.6%34.9%

SCHD32.6%—17.9%

VTV34.9%17.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VTV$183 − $3 = $180

VALQ$167 − $29 = $138

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee