Compare · 3 funds side by side · dividends reinvested

DVLU, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,248DVLU · best of the three

02 / 04

DVLU, SCHD and VIG, 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%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.9

First Trust Dorsey Wright Momentum & Value ETFUS Stock Styles · Value0.60%0.78%+10.4%+16.8%+23.7%+11.5%−12.2%16.1%$47M2.5

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: DVLU 2018 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dorsey Wright Momentum & Value ETF · $47M$17,248

DVLU

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

DVLUMeasureSCHD

+10.4%Year to dateJan 1 → Nov 4+35.3%

+16.8%1 yearTotal return+41.6%

+23.7%3 years · per year$10,000 became $18,938 · $17,908+21.4%

+11.5%5 years · per year$10,000 became $17,248 · $16,881+11.0%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

0.78%Trailing 12-mo yield$78 · $291 a year on $10k2.91%

−12.2%Worst dropSmaller is better−6.9%

16.1%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

DVLU vs SCHD: Top 5 Holdings

Today

DVLU

16.2%in top 5

SCHD

in top 521.6%

DVLUStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.5%GMnot top 5

3.2%APAnot top 5

3.2%LNGnot top 5

3.2%COFnot top 5

3.1%OSKnot top 5

Held in common3.9%

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

DVLU vs SCHD Returns, Every Period

First TrustDVLU

+11.5%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

DVLUSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: DVLU vs SCHD

YTD

First TrustDVLU

+10.4%

SCHDSchwab

+35.3%

+10.4%Year to date+35.3%

−12.2%Worst drop · 1Y−6.9%

16.1%Volatility · 1Y11.5%

0.8%Yield2.9%

$46.9MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: DVLU, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DVLU0.60%$60

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

Yields: DVLU, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VIG1.44%$144

DVLU0.78%$78

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

DVLU$78 − $60 = $18

KeptFee

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

Overlap: DVLU, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

DVLUSCHDVIG

DVLU—3.9%4.3%

SCHD3.9%—14.5%

VIG4.3%14.5%—

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

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

DVLUWorst drop−12.2%16.1% vol

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

Paid More vs Made More

YTD

SCHDVIG

+35.3%Year to date+16.4%

2.9%Yield1.4%

+41.6%Past year+18.9%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026