Compare · 3 funds side by side · dividends reinvested

SCHA, 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

SCHA, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.6

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.11%+18.1%+22.9%+20.4%+6.0%−11.2%19.2%$21.7B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.1

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: SCHA 2009 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Small-Cap ETF · $21.7B$13,361

SCHA

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,454

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

SCHAMeasureSCHD

+18.1%Year to dateJan 1 → Nov 9+33.1%

+22.9%1 yearTotal return+39.1%

+20.4%3 years · per year$10,000 became $17,445 · $17,118+19.6%

+6.0%5 years · per year$10,000 became $13,361 · $16,454+10.5%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.11%Trailing 12-mo yield$111 · $296 a year on $10k2.96%

−11.2%Worst dropSmaller is better−6.9%

19.2%VolatilityLower is calmer11.8%

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

2–6SCHD wins

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

More Ways to See the Pairs

SCHA vs SCHD: Top 5 Holdings

Today

SCHA

1.6%in top 5

SCHD

in top 521.4%

SCHAStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

0.3%HALOnot top 5

0.3%Wnot top 5

0.3%GKOSnot top 5

0.3%AHRnot top 5

0.3%GVMXXnot top 5

Held in common2.6%

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

SCHA vs SCHD Returns, Every Period

SchwabSCHA

+6.0%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

SCHASCHDFaded: behind in that period

1–3SCHD wins

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

Stocks vs Income: SCHA vs SCHD

YTD

SchwabSCHA

+18.1%

SCHDSchwab

+33.1%

+18.1%Year to date+33.1%

−11.2%Worst drop · 1Y−6.9%

19.2%Volatility · 1Y11.8%

1.1%Yield3.0%

$21.7BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHA, SCHD, VUG

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

VUG0.03%$3

SCHD0.06%$6

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

Yields: SCHA, SCHD, VUG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

SCHA1.11%$111

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

SCHA$111 − $3 = $108

VUG$41 − $3 = $38

KeptFee

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

Overlap: SCHA, SCHD, VUG

Today

2.6%most shared, SCHA and SCHD

SCHASCHDVUG

SCHA—2.6%0.1%

SCHD2.6%—0.8%

VUG0.1%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

VUGWorst drop−15.1%19.1% vol

SCHAWorst drop−11.2%19.2% vol

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

Paid More vs Made More

YTD

SCHDSCHA

+33.1%Year to date+18.1%

3.0%Yield1.1%

+39.1%Past year+22.9%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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