Compare · 2 funds side by side · dividends reinvested

MGV and SCHD

MGVVanguard×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,965MGV · best of the two

02 / 04

MGV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mega Cap Value ETFUS Stock Styles · Value0.05%1.86%+18.8%+23.2%+21.1%+12.4%−6.4%10.7%$13.5B1.4

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

Rank among the two1st → 2ndFee, 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: MGV 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mega Cap Value ETF · $13.5B$17,965

MGV

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 20.9% in common

MGVMeasureSCHD

+18.8%Year to dateJan 1 → Nov 6+31.4%

+23.2%1 yearTotal return+37.0%

+21.1%3 years · per year$10,000 became $17,766 · $17,266+20.0%

+12.4%5 years · per year$10,000 became $17,965 · $16,267+10.2%

0.05%Expense ratio$5 · $6 a year on $10k · lower is better0.06%

1.86%Trailing 12-mo yield$186 · $300 a year on $10k3.00%

−6.4%Worst dropSmaller is better−6.9%

10.7%VolatilityLower is calmer11.7%

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

5–3MGV wins

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

More Ways to See the Pairs

MGV vs SCHD: Top 5 Holdings

Today

MGV

20.1%in top 5

SCHD

in top 521.4%

MGVStockSCHD

5.9%MUnot top 5

not top 5PG4.5%

not top 5HD4.3%

4.3%JPMnot top 5

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.5%BRK-Bnot top 5

3.3%XOMnot top 5

3.1%JNJnot top 5

Held in common20.9%

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

MGV vs SCHD Returns, Every Period

VanguardMGV

+12.4%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

MGVSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: MGV vs SCHD

YTD

VanguardMGV

+18.8%

SCHDSchwab

+31.4%

+18.8%Year to date+31.4%

−6.4%Worst drop · 1Y−6.9%

10.7%Volatility · 1Y11.7%

1.9%Yield3.0%

$13.5BAssets$120B

2–2level

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

Cost, Income and Risk

Fees: MGV, SCHD

Today

0.05%lowest, MGV

FundExpense ratioFee$10k

MGV0.05%$5

SCHD0.06%$6

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

Yields: MGV, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

MGV1.86%$186

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

MGV$186 − $5 = $181

KeptFee

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

Overlap: MGV, SCHD

Today

20.9%most shared, MGV and SCHD

MGVSCHD

MGV—20.9%

SCHD20.9%—

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

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

MGVWorst drop−6.4%10.7% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

SCHDMGV

+31.4%Year to date+18.8%

3.0%Yield1.9%

+37.0%Past year+23.2%

0.06%Fee0.05%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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