Compare · 3 funds side by side · dividends reinvested

INFO, SCHD and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

INFO, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.32%+9.5%+10.3%[…][…]−9.2%14.1%$958M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: INFO 2024 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Harbor PanAgora Dynamic Large Cap Core ETF · $958M[…]

INFO

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

INFOMeasureSCHD

+9.5%Year to dateJan 1 → Nov 6+31.4%

+10.3%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

0.32%Trailing 12-mo yield$32 · $300 a year on $10k3.00%

−9.2%Worst dropSmaller is better−6.9%

14.1%VolatilityLower is calmer11.7%

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

0–6SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

INFO vs SCHD: Top 5 Holdings

Today

INFO

31.5%in top 5

SCHD

in top 521.4%

INFOStockSCHD

8.6%AAPLnot top 5

7.6%NVDAnot top 5

6.5%MSFTnot top 5

5.1%GOOGLnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.7%AMZNnot top 5

Held in common4.5%

End-of-day Nov 6, 2026 · share of each fund

INFO vs SCHD Returns, Every Period

HarborINFO

+10.3%

past year

SCHDSchwab

+37.0%

past year

INFOSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: INFO vs SCHD

YTD

HarborINFO

+9.5%

SCHDSchwab

+31.4%

+9.5%Year to date+31.4%

−9.2%Worst drop · 1Y−6.9%

14.1%Volatility · 1Y11.7%

0.3%Yield3.0%

$958MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INFO, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

INFO0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: INFO, SCHD, VTV

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VTV1.87%$187

INFO0.32%$32

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

INFO$32 − $35 = −$3

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: INFO, SCHD, VTV

Today

25.7%most shared, INFO and VTV

INFOSCHDVTV

INFO—4.5%25.7%

SCHD4.5%—17.9%

VTV25.7%17.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.7% vol

SCHDWorst drop−6.9%11.7% vol

INFOWorst drop−9.2%14.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+31.4%Year to date+18.5%

3.0%Yield1.9%

+37.0%Past year+22.9%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026