Compare · 3 funds side by side · dividends reinvested

CSM, SCHD and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

CSM, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.9

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.05%+10.2%+12.0%+22.1%+11.3%−9.4%13.3%$506M2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: CSM 2009 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Large Cap Core Plus · $506M$17,053

CSM

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 7.4% in common

CSMMeasure

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CSM vs SCHD: Top 5 Holdings

Today

CSM

19.3%in top 5

SCHD

in top 521.7%

CSMStockSCHD

5.1%AAPLnot top 5

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

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 11, 2026 · fee on $10,000 a year

Yields: CSM, SCHD, VTV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SCHD

+10.2%Year to dateJan 1 → Nov 11+34.6%

+12.0%1 yearTotal return+39.3%

+22.1%3 years · per year$10,000 became $18,201 · $17,234+19.9%

+11.3%5 years · per year$10,000 became $17,053 · $16,418+10.4%

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

1.05%Trailing 12-mo yield$105 · $293 a year on $10k2.93%

−9.4%Worst dropSmaller is better−6.9%

13.3%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.2%NVDAnot top 5

not top 5AMGN4.1%

3.9%MSFTnot top 5

3.2%IQMMnot top 5

3.0%AMZNnot top 5

Held in common7.4%

End-of-day Nov 11, 2026 · share of each fund

CSM vs SCHD Returns, Every Period

5Y

ProSharesCSM

+11.3%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

CSMSCHDFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSM vs SCHD

YTD

ProSharesCSM

+10.2%

SCHDSchwab

+34.6%

+10.2%Year to date+34.6%

−9.4%Worst drop · 1Y−6.9%

13.3%Volatility · 1Y11.8%

1.0%Yield2.9%

$506MAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VTV1.81%$181

CSM1.05%$105

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VTV$181 − $3 = $178

CSM$105 − $45 = $60

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CSM, SCHD, VTV

Today

32.1%most shared, CSM and VTV

CSMSCHDVTV

CSM—7.4%32.1%

SCHD7.4%—17.9%

VTV32.1%17.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.8% vol

CSMWorst drop−9.4%13.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+34.6%Year to date+22.3%

2.9%Yield1.8%

+39.3%Past year+25.5%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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CSM, SCHD and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three