Compare · 3 funds side by side · dividends reinvested

PVAL, VIG and SCHD

PVALFranklin Templeton×VIGVanguard×SCHDSchwab×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,124PVAL · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

PVAL, VIG and SCHD, 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%$123B1.8

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.87%+21.3%+27.4%+24.7%+16.1%−7.2%11.6%$15.9B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: PVAL 2021 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Putnam Focused Large Cap Value ETF · $15.9B$21,124

PVAL

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested · they hold 7.0% in common

PVAL

More Ways to See the Pairs

PVAL vs SCHD: Top 5 Holdings

Today

PVAL

28.4%in top 5

SCHD

in top 521.4%

PVALStockSCHD

9.5%MSFTnot top 5

7.2%AAPLnot top 5

4.6%AMZNnot top 5

not top 5PG4.4%

not top 5TXN4.3%

Cost, Income and Risk

Fees: PVAL, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

PVAL0.56%$56

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

Yields: PVAL, VIG, SCHD

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

+21.3%Year to dateJan 1 → Nov 10+33.8%

+27.4%1 yearTotal return+38.8%

+24.7%3 years · per year$10,000 became $19,399 · $17,062+19.5%

+16.1%5 years · per year$10,000 became $21,124 · $16,428+10.4%

0.56%Expense ratio$56 · $6 a year on $10k · lower is better0.06%

0.87%Trailing 12-mo yield$87 · $294 a year on $10k2.94%

−7.2%Worst dropSmaller is better−6.9%

11.6%VolatilityLower is calmer11.8%

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

3–5SCHD wins

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

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.9%XOMnot top 5

3.2%Cnot top 5

Held in common7.0%

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

PVAL vs SCHD Returns, Every Period

5Y

Franklin TempletonPVAL

+16.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

PVALSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: PVAL vs SCHD

YTD

Franklin TempletonPVAL

+21.3%

SCHDSchwab

+33.8%

+21.3%Year to date+33.8%

−7.2%Worst drop · 1Y−6.9%

11.6%Volatility · 1Y11.8%

0.9%Yield2.9%

$15.9BAssets$123B

3–1SCHD wins

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

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

VIG1.46%$146

PVAL0.87%$87

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

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

VIG$146 − $4 = $142

PVAL$87 − $56 = $31

KeptFee

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

Overlap: PVAL, VIG, SCHD

Today

25.7%most shared, PVAL and VIG

PVALVIGSCHD

PVAL—25.7%7.0%

VIG25.7%—14.5%

SCHD7.0%14.5%—

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

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

PVALWorst drop−7.2%11.6% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

SCHDPVAL

+33.8%Year to date+21.3%

2.9%Yield0.9%

+38.8%Past year+27.4%

0.06%Fee0.56%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

PVAL, VIG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three