Compare · 3 funds side by side · dividends reinvested

DVOL, SCHD and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

DVOL, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.6

First Trust Dorsey Wright Momentum & Low Volatility ETFUS Stock Styles · Factor0.60%0.80%+5.8%+7.5%+14.2%+5.5%−9.8%12.6%$74M3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: DVOL 2018 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dorsey Wright Momentum & Low Volatility ETF · $74M$13,066

DVOL

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 6.5% in common

DVOLMeasureSCHD

+5.8%Year to dateJan 1 → Nov 9+33.2%

+7.5%1 yearTotal return+39.1%

+14.2%3 years · per year$10,000 became $14,887 · $17,123+19.6%

+5.5%5 years · per year$10,000 became $13,066 · $16,459+10.5%

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

0.80%Trailing 12-mo yield$80 · $296 a year on $10k2.96%

−9.8%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DVOL vs SCHD: Top 5 Holdings

Today

DVOL

16.3%in top 5

SCHD

in top 521.4%

DVOLStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.7%SPGnot top 5

3.3%TRVnot top 5

3.1%PRInot top 5

3.1%HLTnot top 5

3.1%CTASnot top 5

Held in common6.5%

End-of-day Nov 9, 2026 · share of each fund

DVOL vs SCHD Returns, Every Period

First TrustDVOL

+5.5%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

DVOLSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DVOL vs SCHD

YTD

First TrustDVOL

+5.8%

SCHDSchwab

+33.2%

+5.8%Year to date+33.2%

−9.8%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y11.8%

0.8%Yield3.0%

$74.0MAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DVOL, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

DVOL0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DVOL, SCHD, VTV

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VTV1.83%$183

DVOL0.80%$80

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VTV$183 − $3 = $180

DVOL$80 − $60 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DVOL, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

DVOLSCHDVTV

DVOL—6.5%13.7%

SCHD6.5%—17.9%

VTV13.7%17.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.8% vol

DVOLWorst drop−9.8%12.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+33.2%Year to date+20.9%

3.0%Yield1.8%

+39.1%Past year+25.4%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026