Compare · 3 funds side by side · dividends reinvested

CSM, SCHD and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

CSM, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.9

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.8%+9.8%+22.3%+11.0%−9.4%13.2%$499M2.6

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: CSM 2009 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $499M$16,826

CSM

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 7.3% in common

CSMMeasureSCHD

+6.8%Year to dateJan 1 → Nov 5+32.3%

+9.8%1 yearTotal return+38.7%

+22.3%3 years · per year$10,000 became $18,272 · $17,414+20.3%

+11.0%5 years · per year$10,000 became $16,826 · $16,375+10.4%

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

1.08%Trailing 12-mo yield$108 · $298 a year on $10k2.98%

−9.4%Worst dropSmaller is better−6.9%

13.2%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

CSM vs SCHD: Top 5 Holdings

Today

CSM

19.8%in top 5

SCHD

in top 521.7%

CSMStockSCHD

5.0%AAPLnot top 5

4.8%NVDAnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.0%MSFTnot top 5

3.1%IQMMnot top 5

2.8%AMZNnot top 5

Held in common7.3%

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

CSM vs SCHD Returns, Every Period

ProSharesCSM

+11.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

CSMSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: CSM vs SCHD

YTD

ProSharesCSM

+6.8%

SCHDSchwab

+32.3%

+6.8%Year to date+32.3%

−9.4%Worst drop · 1Y−6.9%

13.2%Volatility · 1Y11.7%

1.1%Yield3.0%

$499MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: CSM, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

CSM0.45%$45

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

Yields: CSM, SCHD, VTV

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VTV1.86%$186

CSM1.08%$108

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VTV$186 − $3 = $183

CSM$108 − $45 = $63

KeptFee

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

Overlap: CSM, SCHD, VTV

Today

32.0%most shared, CSM and VTV

CSMSCHDVTV

CSM—7.3%32.0%

SCHD7.3%—17.9%

VTV32.0%17.9%—

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

VTVWorst drop−6.4%10.7% vol

SCHDWorst drop−6.9%11.7% vol

CSMWorst drop−9.4%13.2% vol

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

Paid More vs Made More

YTD

SCHDVTV

+32.3%Year to date+19.0%

3.0%Yield1.9%

+38.7%Past year+24.0%

0.06%Fee0.03%

3–1SCHD 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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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