Compare · 3 funds side by side · dividends reinvested

DWAS, 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

DWAS, 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

Invesco Dorsey Wright SmallCap Momentum ETFUS Stock Styles · Small cap0.60%0.03%+9.5%+17.2%+14.6%+2.5%−21.6%26.6%$376M3.0

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: DWAS 2012 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright SmallCap Momentum ETF · $376M$11,332

DWAS

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

DWASMeasureSCHD

+9.5%Year to dateJan 1 → Nov 9+33.2%

+17.2%1 yearTotal return+39.1%

+14.6%3 years · per year$10,000 became $15,048 · $17,123+19.6%

+2.5%5 years · per year$10,000 became $11,332 · $16,459+10.5%

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

0.03%Trailing 12-mo yield$3 · $296 a year on $10k2.96%

−21.6%Worst dropSmaller is better−6.9%

26.6%VolatilityLower is calmer11.8%

DWASSCHD 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

DWAS vs SCHD: Top 5 Holdings

Today

DWAS

8.2%in top 5

SCHD

in top 521.4%

DWASStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.0%REPLnot top 5

1.7%AMRXnot top 5

1.6%ORKAnot top 5

1.5%ANROnot top 5

1.5%AAMInot top 5

Held in common0.1%

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

DWAS vs SCHD Returns, Every Period

InvescoDWAS

+2.5%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

DWASSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: DWAS vs SCHD

YTD

InvescoDWAS

+9.5%

SCHDSchwab

+33.2%

+9.5%Year to date+33.2%

−21.6%Worst drop · 1Y−6.9%

26.6%Volatility · 1Y11.8%

0.0%Yield3.0%

$376MAssets$122B

4–0SCHD wins

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

Cost, Income and Risk

Fees: DWAS, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

DWAS0.60%$60

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

Yields: DWAS, SCHD, VTV

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VTV1.83%$183

DWAS0.03%$3

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

DWAS$3 − $60 = −$57

KeptFee

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

Overlap: DWAS, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

DWASSCHDVTV

DWAS—0.1%0.0%

SCHD0.1%—17.9%

VTV0.0%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

DWASWorst drop−21.6%26.6% 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