Compare · 3 funds side by side · dividends reinvested

ONEO, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

ONEO, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

State Street SPDR Russell 1000 Momentum Focus ETFUS Stock Styles · Factor0.20%1.22%+20.9%+24.4%+20.5%+9.8%−7.4%13.4%$30M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: ONEO 2015 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Russell 1000 Momentum Focus ETF · $30M$15,933

ONEO

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

ONEOMeasureSCHD

+20.9%Year to dateJan 1 → Nov 9+33.2%

+24.4%1 yearTotal return+39.1%

+20.5%3 years · per year$10,000 became $17,478 · $17,123+19.6%

+9.8%5 years · per year$10,000 became $15,933 · $16,459+10.5%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

1.22%Trailing 12-mo yield$122 · $296 a year on $10k2.96%

−7.4%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ONEO vs SCHD: Top 5 Holdings

Today

ONEO

3.3%in top 5

SCHD

in top 521.4%

ONEOStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

0.8%AUnot top 5

0.7%ALLnot top 5

0.6%REGNnot top 5

0.6%MCKnot top 5

0.6%DALnot top 5

Held in common8.8%

End-of-day Nov 9, 2026 · share of each fund

ONEO vs SCHD Returns, Every Period

SPDRONEO

+9.8%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

ONEOSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ONEO vs SCHD

YTD

SPDRONEO

+20.9%

SCHDSchwab

+33.2%

+20.9%Year to date+33.2%

−7.4%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.8%

1.2%Yield3.0%

$30.2MAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ONEO, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

ONEO0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ONEO, SCHD, VUG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

ONEO1.22%$122

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

ONEO$122 − $20 = $102

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ONEO, SCHD, VUG

Today

8.8%most shared, ONEO and SCHD

ONEOSCHDVUG

ONEO—8.8%8.6%

SCHD8.8%—0.8%

VUG8.6%0.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

ONEOWorst drop−7.4%13.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDONEO

+33.2%Year to date+20.9%

3.0%Yield1.2%

+39.1%Past year+24.4%

0.06%Fee0.20%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026