Compare · 3 funds side by side · dividends reinvested

LSVD, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

LSVD, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.1

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.27%+20.2%+23.9%[…][…]−8.1%13.4%$654M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: LSVD 2024 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

LSV Disciplined Value ETF · $654M[…]

LSVD

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 9.4% in common

LSVDMeasureSCHD

+20.2%Year to dateJan 1 → Nov 5+35.3%

+23.9%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

0.27%Trailing 12-mo yield$27 · $291 a year on $10k2.91%

−8.1%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.5%

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

0–6SCHD wins

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

More Ways to See the Pairs

LSVD vs SCHD: Top 5 Holdings

Today

LSVD

22.7%in top 5

SCHD

in top 521.7%

LSVDStockSCHD

6.0%AAPLnot top 5

6.0%NVDAnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.0%AMZNnot top 5

3.6%MSFTnot top 5

3.1%GOOGLnot top 5

Held in common9.4%

End-of-day Nov 5, 2026 · share of each fund

LSVD vs SCHD Returns, Every Period

LSVLSVD

+23.9%

past year

SCHDSchwab

+41.6%

past year

LSVDSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: LSVD vs SCHD

YTD

LSVLSVD

+20.2%

SCHDSchwab

+35.3%

+20.2%Year to date+35.3%

−8.1%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.5%

0.3%Yield2.9%

$654MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LSVD, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

LSVD0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LSVD, SCHD, VUG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VUG0.40%$40

LSVD0.27%$27

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VUG$40 − $3 = $37

LSVD$27 − $40 = −$13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LSVD, SCHD, VUG

Today

33.0%most shared, LSVD and VUG

LSVDSCHDVUG

LSVD—9.4%33.0%

SCHD9.4%—0.8%

VUG33.0%0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

LSVDWorst drop−8.1%13.4% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDLSVD

+35.3%Year to date+20.2%

2.9%Yield0.3%

+41.6%Past year+23.9%

0.06%Fee0.40%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026