Compare · 3 funds side by side · dividends reinvested

CFA, SCHD and VTV

CFAVictoryShares×SCHDSchwab×VTVVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,830VTV · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

CFA, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.0%+23.6%+21.4%+12.3%−6.4%10.8%$184B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.8

VictoryShares US 500 Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.20%+13.8%+14.2%+16.3%+7.6%−7.1%11.2%$542M2.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: CFA 2014 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VictoryShares US 500 Volatility Wtd ETF · $542M$14,452

CFA

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 9.7% in common

CFAMeasure

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CFA vs SCHD: Top 5 Holdings

Today

CFA

2.2%in top 5

SCHD

in top 521.8%

CFAStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: CFA, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

CFA0.38%$38

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: CFA, SCHD, VTV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SCHD

+13.8%Year to dateJan 1 → Nov 13+34.9%

+14.2%1 yearTotal return+37.5%

+16.3%3 years · per year$10,000 became $15,737 · $17,374+20.2%

+7.6%5 years · per year$10,000 became $14,452 · $16,418+10.4%

0.38%Expense ratio$38 · $6 a year on $10k · lower is better0.06%

1.20%Trailing 12-mo yield$120 · $292 a year on $10k2.92%

−7.1%Worst dropSmaller is better−6.9%

11.2%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.5%BRK-Bnot top 5

0.4%WECnot top 5

0.4%ATOnot top 5

0.4%EVRGnot top 5

0.4%DUKnot top 5

Held in common9.7%

End-of-day Nov 13, 2026 · share of each fund

CFA vs SCHD Returns, Every Period

5Y

VictorySharesCFA

+7.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

CFASCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CFA vs SCHD

YTD

VictorySharesCFA

+13.8%

SCHDSchwab

+34.9%

+13.8%Year to date+34.9%

−7.1%Worst drop · 1Y−6.9%

11.2%Volatility · 1Y11.7%

1.2%Yield2.9%

$542MAssets$124B

3–1SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

VTV1.81%$181

CFA1.20%$120

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

VTV$181 − $3 = $178

CFA$120 − $38 = $82

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CFA, SCHD, VTV

Today

40.8%most shared, CFA and VTV

CFASCHDVTV

CFA—9.7%40.8%

SCHD9.7%—17.9%

VTV40.8%17.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.8% vol

CFAWorst drop−7.1%11.2% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+34.9%Year to date+22.0%

2.9%Yield1.8%

+37.5%Past year+23.6%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 13, 2026

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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CFA, SCHD and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three