Compare · 3 funds side by side · dividends reinvested

OUSM, SMMV and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

OUSM, SMMV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.1

ALPS O'Shares U.S. Small-Cap Quality Dividend ETFIncome · Dividend stocks0.48%1.94%+15.2%+15.3%+14.8%+7.9%−9.2%13.4%$826M2.4

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.5%+12.3%+14.7%+5.6%−7.0%9.8%$281M2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: OUSM 2016 · SMMV 2016 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,102

SMMV

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

SMMV

More Ways to See the Pairs

SMMV vs SCHD: Top 5 Holdings

Today

SMMV

6.9%in top 5

SCHD

in top 521.8%

SMMVStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: OUSM, SMMV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMMV0.20%$20

OUSM0.48%$48

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

SCHD

+10.5%Year to dateJan 1 → Nov 13+34.9%

+12.3%1 yearTotal return+37.5%

+14.7%3 years · per year$10,000 became $15,097 · $17,374+20.2%

+5.6%5 years · per year$10,000 became $13,103 · $16,418+10.4%

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

1.56%Trailing 12-mo yield$156 · $292 a year on $10k2.92%

−7.0%Worst dropSmaller is better−6.9%

9.8%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.5%PNWnot top 5

1.4%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.2%ADCnot top 5

Held in common1.4%

End-of-day Nov 13, 2026 · share of each fund

SMMV vs SCHD Returns, Every Period

5Y

iSharesSMMV

+5.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SMMVSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SMMV vs SCHD

YTD

iSharesSMMV

+10.5%

SCHDSchwab

+34.9%

+10.5%Year to date+34.9%

−7.0%Worst drop · 1Y−6.9%

9.8%Volatility · 1Y11.7%

1.6%Yield2.9%

$281MAssets$124B

3–1SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: OUSM, SMMV, SCHD

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

OUSM1.94%$194

SMMV1.56%$156

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

OUSM$194 − $48 = $146

SMMV$156 − $20 = $136

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: OUSM, SMMV, SCHD

Today

20.5%most shared, OUSM and SMMV

OUSMSMMVSCHD

OUSM—20.5%0.8%

SMMV20.5%—1.4%

SCHD0.8%1.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SMMVWorst drop−7.0%9.8% vol

SCHDWorst drop−6.9%11.7% vol

OUSMWorst drop−9.2%13.4% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDOUSM

+34.9%Year to date+15.2%

2.9%Yield1.9%

+37.5%Past year+15.3%

0.06%Fee0.48%

4–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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OUSM, SMMV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: OUSM, SMMV, SCHD