Compare · 3 funds side by side · dividends reinvested

JSML, VO and SCHD

JSMLJanus Henderson×VOVanguard×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

JSML, VO and SCHD, 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%$120B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.3

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.32%+15.1%+15.9%+21.7%+5.5%−14.8%22.5%$361M2.5

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: JSML 2016 · VO 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

JSML

Janus Henderson Small Cap Growth Alpha ETF · $361M$13,078

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

SCHDMeasureJSML

+31.4%Year to dateJan 1 → Nov 6+15.1%

+37.0%1 yearTotal return+15.9%

+20.0%3 years · per year$10,000 became $17,266 · $18,027+21.7%

+10.2%5 years · per year$10,000 became $16,267 · $13,078+5.5%

0.06%Expense ratio$6 · $30 a year on $10k · lower is better0.30%

3.00%Trailing 12-mo yield$300 · $32 a year on $10k0.32%

−6.9%Worst dropSmaller is better−14.8%

11.7%VolatilityLower is calmer22.5%

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

7–1SCHD wins

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

More Ways to See the Pairs

SCHD vs JSML: Top 5 Holdings

Today

SCHD

21.4%in top 5

JSML

in top 510.3%

SCHDStockJSML

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5RHP2.2%

not top 5CON2.2%

not top 5OPCH2.1%

not top 5CVLT2.0%

not top 5ZWS1.9%

Held in common0.2%

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

SCHD vs JSML Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

JSMLJanus Henderson

+5.5%

5 years, per year

SCHDJSMLFaded: behind in that period

3–1SCHD wins

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

Income vs Stocks: SCHD vs VO

YTD

SchwabSCHD

+31.4%

VOVanguard

+10.6%

+31.4%Year to date+10.6%

−6.9%Worst drop · 1Y−8.2%

11.7%Volatility · 1Y12.9%

3.0%Yield1.4%

$120BAssets$103B

4–0SCHD wins

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

Cost, Income and Risk

Fees: JSML, VO, SCHD

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

JSML0.30%$30

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

Yields: JSML, VO, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VO1.39%$139

JSML0.32%$32

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VO$139 − $3 = $136

JSML$32 − $30 = $2

KeptFee

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

Overlap: JSML, VO, SCHD

Today

6.9%most shared, VO and SCHD

JSMLVOSCHD

JSML—0.0%0.2%

VO0.0%—6.9%

SCHD0.2%6.9%—

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

SCHDWorst drop−6.9%11.7% vol

VOWorst drop−8.2%12.9% vol

JSMLWorst drop−14.8%22.5% vol

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

Paid More vs Made More

YTD

SCHDJSML

+31.4%Year to date+15.1%

3.0%Yield0.3%

+37.0%Past year+15.9%

0.06%Fee0.30%

4–0SCHD 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026