Compare · 3 funds side by side · dividends reinvested

HTUS, SCHD and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,912HTUS · best of the three

02 / 04

HTUS, 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%$184B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.0

Hull Tactical US ETFUS Stock Styles · Large cap0.96%10.44%+13.9%+17.4%+23.2%+14.8%−8.7%13.8%$177M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: HTUS 2015 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Hull Tactical US ETF · $177M$19,912

HTUS

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HTUSMeasureSCHD

+13.9%Year to dateJan 1 → Nov 9+33.2%

+17.4%1 yearTotal return+39.1%

+23.2%3 years · per year$10,000 became $18,717 · $17,123+19.6%

+14.8%5 years · per year$10,000 became $19,912 · $16,459+10.5%

0.96%Expense ratio$96 · $6 a year on $10k · lower is better0.06%

10.44%Trailing 12-mo yield$1,044 · $296 a year on $10k2.96%

−8.7%Worst dropSmaller is better−6.9%

13.8%VolatilityLower is calmer11.8%

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

3–5SCHD wins

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

More Ways to See the Pairs

HTUS vs SCHD: Top 5 Holdings

Today

HTUS

90.7%in top 5

SCHD

in top 521.4%

HTUSStockSCHD

90.7%SPYnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

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

HTUS vs SCHD Returns, Every Period

HullHTUS

+14.8%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

HTUSSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: HTUS vs SCHD

YTD

HullHTUS

+13.9%

SCHDSchwab

+33.2%

+13.9%Year to date+33.2%

−8.7%Worst drop · 1Y−6.9%

13.8%Volatility · 1Y11.8%

10.4%Yield3.0%

$177MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: HTUS, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

HTUS0.96%$96

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

Yields: HTUS, SCHD, VTV

10.44%highest, HTUS

FundTrailing yieldYield$10k

HTUS10.44%$1,044

SCHD2.96%$296

VTV1.83%$183

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

Income After Fees on $10,000

$948most kept, HTUS

HTUS$1,044 − $96 = $948

SCHD$296 − $6 = $290

VTV$183 − $3 = $180

KeptFee

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

Overlap: HTUS, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

HTUSSCHDVTV

HTUS—0.0%0.0%

SCHD0.0%—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

HTUSWorst drop−8.7%13.8% vol

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

Paid More vs Made More

YTD

HTUSSCHD

+13.9%Year to date+33.2%

10.4%Yield3.0%

+17.4%Past year+39.1%

0.96%Fee0.06%

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%

$120BAssets$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$15.4B

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