Compare · 3 funds side by side · dividends reinvested

BGDV, SCHD and VOO

BGDVBahl & Gaynor×SCHDSchwab×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

BGDV, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.1

ETF Series Solutions - Bahl & Gaynor Dividend ETFIncome · Dividend stocks0.45%0.96%+12.1%+16.6%[…][…]−8.4%11.5%$882M2.2

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BGDV 2024 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

ETF Series Solutions - Bahl & Gaynor Dividend ETF · $882M[…]

BGDV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

BGDVMeasureSCHD

+12.1%Year to dateJan 1 → Nov 5+32.3%

+16.6%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

0.96%Trailing 12-mo yield$96 · $298 a year on $10k2.98%

−8.4%Worst dropSmaller is better−6.9%

11.5%VolatilityLower is calmer11.7%

BGDVSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5SCHD wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BGDV vs SCHD: Top 5 Holdings

Today

BGDV

19.8%in top 5

SCHD

in top 521.7%

BGDVStockSCHD

not top 5TXN4.7%

4.6%VCTRnot top 5

not top 5PG4.4%

4.3%LLYnot top 5

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.9%TSMnot top 5

3.6%MSFTnot top 5

3.5%ABBVnot top 5

Held in common7.5%

End-of-day Nov 5, 2026 · share of each fund

BGDV vs SCHD Returns, Every Period

Bahl & GaynorBGDV

+16.6%

past year

SCHDSchwab

+38.7%

past year

BGDVSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BGDV vs SCHD

YTD

Bahl & GaynorBGDV

+12.1%

SCHDSchwab

+32.3%

+12.1%Year to date+32.3%

−8.4%Worst drop · 1Y−6.9%

11.5%Volatility · 1Y11.7%

1.0%Yield3.0%

$882MAssets$120B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BGDV, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

BGDV0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BGDV, SCHD, VOO

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VOO1.10%$110

BGDV0.96%$96

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VOO$110 − $3 = $107

BGDV$96 − $45 = $51

KeptFee

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

Overlap: BGDV, SCHD, VOO

Today

22.7%most shared, BGDV and VOO

BGDVSCHDVOO

BGDV—7.5%22.7%

SCHD7.5%—7.6%

VOO22.7%7.6%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

BGDVWorst drop−8.4%11.5% vol

SCHDWorst drop−6.9%11.7% vol

VOOWorst drop−8.9%13.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDBGDV

+32.3%Year to date+12.1%

3.0%Yield1.0%

+38.7%Past year+16.6%

0.06%Fee0.45%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026