Compare · 3 funds side by side · dividends reinvested

MGV, SCHD and VIG

MGVVanguard×SCHDSchwab×VIGVanguard×
$7.5k$10k$12.5k$15k$17.5k$20kLow $9,053 · 2022MGV$18,245VIG$16,495SCHD$16,352Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,245MGV · best of the three
02 / 04

MGV, SCHD and VIG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Morningstar Mega Cap Value ETFUS Stock Styles · Value0.05%1.82%+21.2%+25.3%+22.9%+12.8%−6.4%10.1%$13.5B1.6
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B2.0
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.4
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: MGV 2007 · SCHD 2011 · VIG 2006
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Head to Head

5Y
Vanguard Morningstar Mega Cap Value ETF · $13.5B$18,245
MGV
SCHD
Schwab U.S. Dividend Equity ETF · $121B$16,352

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

MGVMeasureSCHD
+21.2%Year to dateJan 1 → Nov 3+32.8%
+25.3%1 yearTotal return+37.6%
+22.9%3 years · per year$10,000 became $18,564 · $17,784+21.2%
+12.8%5 years · per year$10,000 became $18,245 · $16,352+10.3%
0.05%Expense ratio$5 · $6 a year on $10k · lower is better0.06%
1.82%Trailing 12-mo yield$182 · $297 a year on $10k2.97%
−6.4%Worst dropSmaller is better−6.9%
10.1%VolatilityLower is calmer11.4%
MGVSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
5–3MGV wins
End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

MGV vs SCHD: Top 5 Holdings

Today
MGV
20.1%in top 5
in top 521.4%
MGVStockSCHD
5.9%MUnot top 5
not top 5TXN4.6%
4.3%JPMnot top 5
not top 5PG4.3%
not top 5KO4.2%
not top 5CVX4.2%
not top 5HD4.2%
3.5%BRK-Bnot top 5
3.3%XOMnot top 5
3.1%JNJnot top 5
Held in common20.9%
End-of-day Nov 3, 2026 · share of each fund
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MGV vs SCHD Returns, Every Period

5Y
VanguardMGV
+12.8%
5 years, per year
SCHDSchwab
+10.3%
5 years, per year
0%+10%+20%+30%+40%+21.2%+32.8%YTD+25.3%+37.6%1 year+22.9%+21.2%3 yrs · yr+12.8%+10.3%5 yrs · yr
MGVSCHDFaded: behind in that period
2–2Level
End-of-day Nov 3, 2026 · dividends in · faded = behind in that period
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Stocks vs Income: MGV vs SCHD

YTD
VanguardMGV
+21.2%
SCHDSchwab
+32.8%
Jan 1Nov 3+21.2%+32.8%
+21.2%Year to date+32.8%
−6.4%Worst drop · 1Y−6.9%
10.1%Volatility · 1Y11.4%
1.8%Yield3.0%
$13.5BAssets$121B
2–2level
End-of-day Nov 3, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: MGV, SCHD, VIG

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
MGV0.05%$5
SCHD0.06%$6
End-of-day Nov 3, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: MGV, SCHD, VIG

1Y
2.97%highest, SCHD
FundTrailing yieldYield$10k
SCHD2.97%$297
MGV1.82%$182
VIG1.47%$147
End-of-day Nov 3, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$291most kept, SCHD
SCHD$297 − $6 = $291
MGV$182 − $5 = $177
VIG$147 − $4 = $143
KeptFee
End-of-day Nov 3, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: MGV, SCHD, VIG

Today
53.0%most shared, MGV and VIG
MGVSCHDVIG
MGV—20.9%53.0%
SCHD20.9%—14.5%
VIG53.0%14.5%—
End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.6%SCHD, at 11.4% volatility
0%+10%+20%+30%+40%+50%5%7.5%10%12.5%Volatility · 1 year → bumpierSCHD +37.6%MGV +25.3%VIG +15.9%
VIGWorst drop−7.9%10.0% vol
MGVWorst drop−6.4%10.1% vol
SCHDWorst drop−6.9%11.4% vol
End-of-day Nov 3, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 3+32.8%+21.2%
+32.8%Year to date+21.2%
3.0%Yield1.8%
+37.6%Past year+25.3%
0.06%Fee0.05%
3–1SCHD wins
End-of-day Nov 3, 2026
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Popular Pairs Near These Three

DGRO vs VIG

YTD
iSharesDGRO
+18.0%
VIGVanguard
+14.0%
Jan 1Nov 3+18.0%+14.0%
+18.0%Year to date+14.0%
1.8%Yield1.5%
$45.1BAssets$109B
2–0DGRO wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+7.5%
JEPIJ.P. Morgan
+7.0%
Jan 1Nov 3+7.5%+7.0%
+7.5%Year to date+7.0%
12.3%Yield8.0%
$41.8BAssets$46.0B
2–0JEPQ wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+11.5%
SPYSPDR
+11.5%
Jan 1Nov 3+11.5%+11.5%
+11.5%Year to date+11.5%
1.0%Yield1.0%
$185BAssets$798B
0–0level
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com