Compare · 3 funds side by side · dividends reinvested

KBWD, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

KBWD, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%16.13%−13.6%−10.4%+5.4%−2.2%−23.4%17.1%$335M2.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: KBWD 2010 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $121B$16,352

SCHD

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

SCHDMeasureVOO

+32.8%Year to dateJan 1 → Nov 3+11.5%

+37.6%1 yearTotal return+11.9%

+21.2%3 years · per year$10,000 became $17,784 · $19,094+24.1%

+10.3%5 years · per year$10,000 became $16,352 · $17,749+12.2%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

2.97%Trailing 12-mo yield$297 · $107 a year on $10k1.07%

−6.9%Worst dropSmaller is better−8.9%

11.4%VolatilityLower is calmer12.7%

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

5–3SCHD wins

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

More Ways to See the Pairs

SCHD vs VOO: Top 5 Holdings

Today

SCHD

21.4%in top 5

VOO

in top 528.3%

SCHDStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.6%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.2%HDnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common7.6%

End-of-day Nov 3, 2026 · share of each fund

SCHD vs VOO Returns, Every Period

SchwabSCHD

+10.3%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

SCHDVOOFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SCHD vs KBWD

YTD

SchwabSCHD

+32.8%

KBWDInvesco

−13.6%

+32.8%Year to date−13.6%

−6.9%Worst drop · 1Y−23.4%

11.4%Volatility · 1Y17.1%

3.0%Yield16.1%

$121BAssets$335M

3–1SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWD, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

KBWD5.39%$539

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: KBWD, SCHD, VOO

16.13%highest, KBWD

FundTrailing yieldYield$10k

KBWD16.13%$1,613

SCHD2.97%$297

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,074most kept, KBWD

KBWD$1,613 − $539 = $1,074

SCHD$297 − $6 = $291

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: KBWD, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

KBWDSCHDVOO

KBWD—0.1%0.1%

SCHD0.1%—7.6%

VOO0.1%7.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

VOOWorst drop−8.9%12.7% vol

KBWDWorst drop−23.4%17.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDSCHD

−13.6%Year to date+32.8%

16.1%Yield3.0%

−10.4%Past year+37.6%

5.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026