Compare · 3 funds side by side · dividends reinvested

DIVE, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

DIVE, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.1

Dana Concentrated Dividend ETFIncome · Dividend stocks0.65%1.23%+14.5%+20.8%[…][…]−11.5%12.6%$48M2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: DIVE 2025 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Dana Concentrated Dividend ETF · $48M[…]

DIVE

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 7.8% in common

DIVEMeasureSCHD

+14.5%Year to dateJan 1 → Nov 4+35.3%

+20.8%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

1.23%Trailing 12-mo yield$123 · $291 a year on $10k2.91%

−11.5%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer11.5%

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

0–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DIVE vs SCHD: Top 5 Holdings

Today

DIVE

25.3%in top 5

SCHD

in top 521.6%

DIVEStockSCHD

5.6%PMnot top 5

5.2%KDPnot top 5

4.9%QSRnot top 5

4.9%IQVnot top 5

not top 5TXN4.8%

4.7%AMZNnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common7.8%

End-of-day Nov 4, 2026 · share of each fund

DIVE vs SCHD Returns, Every Period

DanaDIVE

+20.8%

past year

SCHDSchwab

+41.6%

past year

DIVESCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DIVE vs SCHD

YTD

DanaDIVE

+14.5%

SCHDSchwab

+35.3%

+14.5%Year to date+35.3%

−11.5%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y11.5%

1.2%Yield2.9%

$48.4MAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIVE, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

DIVE0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DIVE, SCHD, VOO

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DIVE1.23%$123

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VOO$105 − $3 = $102

DIVE$123 − $65 = $58

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DIVE, SCHD, VOO

Today

12.9%most shared, DIVE and VOO

DIVESCHDVOO

DIVE—7.8%12.9%

SCHD7.8%—7.6%

VOO12.9%7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

DIVEWorst drop−11.5%12.6% vol

VOOWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDIVE

+35.3%Year to date+14.5%

2.9%Yield1.2%

+41.6%Past year+20.8%

0.06%Fee0.65%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026