Compare · 3 funds side by side · dividends reinvested

DVLU, SCHD and VUG

DVLUFirst Trust×SCHDSchwab×VUGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,752 · 2022DVLU$16,560SCHD$16,267VUG$16,124Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,560DVLU · best of the three
02 / 04

DVLU, SCHD and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5
First Trust Dorsey Wright Momentum & Value ETFUS Stock Styles · Value0.60%0.80%+6.8%+12.9%+21.3%+10.6%−12.2%16.3%$46M2.0
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: DVLU 2018 · SCHD 2011 · VUG 2004
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Head to Head

5Y
First Trust Dorsey Wright Momentum & Value ETF · $46M$16,560
DVLU
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

DVLUMeasureSCHD
+6.8%Year to dateJan 1 → Nov 6+31.4%
+12.9%1 yearTotal return+37.0%
+21.3%3 years · per year$10,000 became $17,854 · $17,266+20.0%
+10.6%5 years · per year$10,000 became $16,560 · $16,267+10.2%
0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%
0.80%Trailing 12-mo yield$80 · $300 a year on $10k3.00%
−12.2%Worst dropSmaller is better−6.9%
16.3%VolatilityLower is calmer11.7%
DVLUSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
2–6SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

DVLU vs SCHD: Top 5 Holdings

Today
DVLU
16.4%in top 5
in top 521.4%
DVLUStockSCHD
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
not top 5AMGN4.1%
3.7%GMnot top 5
3.5%CNCnot top 5
3.2%COFnot top 5
3.1%TRVnot top 5
3.0%OSKnot top 5
Held in common3.7%
End-of-day Nov 6, 2026 · share of each fund
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DVLU vs SCHD Returns, Every Period

5Y
First TrustDVLU
+10.6%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+6.8%+31.4%YTD+12.9%+37.0%1 year+21.3%+20.0%3 yrs · yr+10.6%+10.2%5 yrs · yr
DVLUSCHDFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
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Stocks vs Income: DVLU vs SCHD

YTD
First TrustDVLU
+6.8%
SCHDSchwab
+31.4%
Jan 1Nov 6+6.8%+31.4%
+6.8%Year to date+31.4%
−12.2%Worst drop · 1Y−6.9%
16.3%Volatility · 1Y11.7%
0.8%Yield3.0%
$45.5MAssets$120B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: DVLU, SCHD, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
SCHD0.06%$6
DVLU0.60%$60
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: DVLU, SCHD, VUG

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
DVLU0.80%$80
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
VUG$42 − $3 = $39
DVLU$80 − $60 = $20
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
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Overlap: DVLU, SCHD, VUG

Today
3.7%most shared, DVLU and SCHD
DVLUSCHDVUG
DVLU—3.7%0.2%
SCHD3.7%—0.8%
VUG0.2%0.8%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +37.0%DVLU +12.9%VUG +0.2%
SCHDWorst drop−6.9%11.7% vol
DVLUWorst drop−12.2%16.3% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 6+31.4%+6.8%
+31.4%Year to date+6.8%
3.0%Yield0.8%
+37.0%Past year+12.9%
0.06%Fee0.60%
4–0SCHD wins
End-of-day Nov 6, 2026
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Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.7B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$40.7BAssets$45.2B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com