Compare · 3 funds side by side · dividends reinvested

CSD, SCHD and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,191CSD · best of the three

02 / 04

CSD, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.9

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.9

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+30.4%+37.4%+33.4%+15.1%−17.6%25.7%$204M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSD 2006 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $204M$20,191

CSD

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CSDMeasureSCHD

+30.4%Year to dateJan 1 → Nov 9+33.2%

+37.4%1 yearTotal return+39.1%

+33.4%3 years · per year$10,000 became $23,737 · $17,123+19.6%

+15.1%5 years · per year$10,000 became $20,191 · $16,459+10.5%

0.66%Expense ratio$66 · $6 a year on $10k · lower is better0.06%

0.12%Trailing 12-mo yield$12 · $296 a year on $10k2.96%

−17.6%Worst dropSmaller is better−6.9%

25.7%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSD vs SCHD: Top 5 Holdings

Today

CSD

38.0%in top 5

SCHD

in top 521.4%

CSDStockSCHD

9.8%GEHCnot top 5

7.7%HONAnot top 5

7.4%VYLRnot top 5

7.0%Qnot top 5

6.0%GEVnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

CSD vs SCHD Returns, Every Period

InvescoCSD

+15.1%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

CSDSCHDFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSD vs SCHD

YTD

InvescoCSD

+30.4%

SCHDSchwab

+33.2%

+30.4%Year to date+33.2%

−17.6%Worst drop · 1Y−6.9%

25.7%Volatility · 1Y11.8%

0.1%Yield3.0%

$204MAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

CSD0.66%$66

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSD, SCHD, VTV

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VTV1.83%$183

CSD0.12%$12

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VTV$183 − $3 = $180

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

CSDSCHDVTV

CSD—0.0%0.4%

SCHD0.0%—17.9%

VTV0.4%17.9%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.8% vol

CSDWorst drop−17.6%25.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCSD

+33.2%Year to date+30.4%

3.0%Yield0.1%

+39.1%Past year+37.4%

0.06%Fee0.66%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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$15.7B

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