Compare · 3 funds side by side · dividends reinvested

SCDS, SCHB and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

SCDS, SCHB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$43.2B2.1

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.13%+18.7%+20.2%[…][…]−9.7%17.7%$9M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCDS 2024 · SCHB 2009 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Small Core ETF · $9M[…]

SCDS

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,377

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

SCDSMeasureSCHB

+18.7%Year to dateJan 1 → Nov 6+8.8%

+20.2%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $17,991+21.6%

[…]5 years · per year$10,000 became […] · $16,377+10.4%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

1.13%Trailing 12-mo yield$113 · $109 a year on $10k1.09%

−9.7%Worst dropSmaller is better−8.9%

17.7%VolatilityLower is calmer13.8%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCDS vs SCHB: Top 5 Holdings

Today

SCDS

5.0%in top 5

SCHB

in top 524.8%

SCDSStockSCHB

not top 5AAPL7.1%

not top 5NVDA6.2%

not top 5MSFT5.6%

not top 5AMZN3.6%

not top 5GOOGL2.3%

1.1%RHPnot top 5

1.1%LTHnot top 5

1.0%WSFSnot top 5

0.9%CHEFnot top 5

0.9%CONnot top 5

Held in common1.7%

End-of-day Nov 6, 2026 · share of each fund

SCDS vs SCHB Returns, Every Period

J.P. MorganSCDS

+20.2%

past year

SCHBSchwab

+9.7%

past year

SCDSSCHBFaded: behind in that period

2–0SCDS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCDS vs VTV

YTD

J.P. MorganSCDS

+18.7%

VTVVanguard

+18.5%

+18.7%Year to date+18.5%

−9.7%Worst drop · 1Y−6.4%

17.7%Volatility · 1Y10.7%

1.1%Yield1.9%

$9.2MAssets$184B

3–1VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCDS, SCHB, VTV

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VTV0.03%$3

SCDS0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCDS, SCHB, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

SCDS1.13%$113

SCHB1.09%$109

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SCHB$109 − $3 = $106

SCDS$113 − $40 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCDS, SCHB, VTV

Today

39.6%most shared, SCHB and VTV

SCDSSCHBVTV

SCDS—1.7%0.3%

SCHB1.7%—39.6%

VTV0.3%39.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SCHBWorst drop−8.9%13.8% vol

SCDSWorst drop−9.7%17.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSCDS

+18.5%Year to date+18.7%

1.9%Yield1.1%

+22.9%Past year+20.2%

0.03%Fee0.40%

3–1VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026