Compare · 2 funds side by side · dividends reinvested

LVDS and SCHD

LVDSJ.P. Morgan×SCHDSchwab×

Versus in desk

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

02 / 04

LVDS and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.4

JPMorgan Fundamental Data Science Large Value ETFUS Stock Styles · Value0.63%6.90%+22.9%+27.7%[…][…]−6.6%10.8%$120M1.5

Rank among the two1st → 2ndFee, 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: LVDS 2003 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Large Value ETF · $120M[…]

LVDS

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

LVDSMeasureSCHD

+22.9%Year to dateJan 1 → Nov 5+32.3%

+27.7%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.63%Expense ratio$63 · $6 a year on $10k · lower is better0.06%

6.90%Trailing 12-mo yield$690 · $298 a year on $10k2.98%

−6.6%Worst dropSmaller is better−6.9%

10.8%VolatilityLower is calmer11.7%

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

3–3Level

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

More Ways to See the Pairs

LVDS vs SCHD: Top 5 Holdings

Today

LVDS

22.3%in top 5

SCHD

in top 521.7%

LVDSStockSCHD

6.4%AMZNnot top 5

6.0%MSFTnot top 5

5.4%AAPLnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

2.4%XOMnot top 5

2.1%ABBVnot top 5

Held in common8.7%

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

LVDS vs SCHD Returns, Every Period

J.P. MorganLVDS

+27.7%

past year

SCHDSchwab

+38.7%

past year

LVDSSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: LVDS vs SCHD

YTD

J.P. MorganLVDS

+22.9%

SCHDSchwab

+32.3%

+22.9%Year to date+32.3%

−6.6%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y11.7%

6.9%Yield3.0%

$120MAssets$120B

3–1LVDS wins

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

Cost, Income and Risk

Fees: LVDS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

LVDS0.63%$63

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

Yields: LVDS, SCHD

6.90%highest, LVDS

FundTrailing yieldYield$10k

LVDS6.90%$690

SCHD2.98%$298

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

Income After Fees on $10,000

$627most kept, LVDS

LVDS$690 − $63 = $627

SCHD$298 − $6 = $292

KeptFee

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

Overlap: LVDS, SCHD

Today

8.7%most shared, LVDS and SCHD

LVDSSCHD

LVDS—8.7%

SCHD8.7%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

LVDSWorst drop−6.6%10.8% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

LVDSSCHD

+22.9%Year to date+32.3%

6.9%Yield3.0%

+27.7%Past year+38.7%

0.63%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026