Compare · 3 funds side by side · dividends reinvested

MVAL, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

02 / 04

MVAL, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.3

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.53%+14.4%+21.3%[…][…]−12.2%15.2%$3M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: MVAL 2024 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M[…]

MVAL

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

MVALMeasureSCHD

+14.4%Year to dateJan 1 → Nov 10+33.8%

+21.3%1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

1.53%Trailing 12-mo yield$153 · $294 a year on $10k2.94%

−12.2%Worst dropSmaller is better−6.9%

15.2%VolatilityLower is calmer11.8%

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

0–6SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MVAL vs SCHD: Top 5 Holdings

Today

MVAL

24.6%in top 5

SCHD

in top 521.4%

MVALStockSCHD

5.2%GEHCnot top 5

4.9%DHRnot top 5

4.9%BRnot top 5

4.8%ZBHnot top 5

4.7%TSCOnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common9.1%

End-of-day Nov 10, 2026 · share of each fund

MVAL vs SCHD Returns, Every Period

VanEckMVAL

+21.3%

past year

SCHDSchwab

+38.8%

past year

MVALSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: MVAL vs SCHD

YTD

VanEckMVAL

+14.4%

SCHDSchwab

+33.8%

+14.4%Year to date+33.8%

−12.2%Worst drop · 1Y−6.9%

15.2%Volatility · 1Y11.8%

1.5%Yield2.9%

$3.0MAssets$122B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MVAL, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

MVAL0.50%$50

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

Yields: MVAL, SCHD, VUG

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

MVAL1.53%$153

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$288most kept, SCHD

SCHD$294 − $6 = $288

MVAL$153 − $50 = $103

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MVAL, SCHD, VUG

Today

9.1%most shared, MVAL and SCHD

MVALSCHDVUG

MVAL—9.1%8.3%

SCHD9.1%—0.8%

VUG8.3%0.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

MVALWorst drop−12.2%15.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDMVAL

+33.8%Year to date+14.4%

2.9%Yield1.5%

+38.8%Past year+21.3%

0.06%Fee0.50%

4–0SCHD wins

End-of-day Nov 10, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026