Compare · 3 funds side by side · dividends reinvested

SCHD, OSCV 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

SCHD, OSCV 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%$122B1.4

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

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.8%+14.3%+12.4%+4.8%−9.1%12.4%$622M2.4

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: SCHD 2011 · OSCV 2018 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

OSCV

Opus Small Cap Value Plus ETF · $622M$12,639

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

SCHDMeasureOSCV

+33.2%Year to dateJan 1 → Nov 9+12.8%

+39.1%1 yearTotal return+14.3%

+19.6%3 years · per year$10,000 became $17,123 · $14,197+12.4%

+10.5%5 years · per year$10,000 became $16,459 · $12,639+4.8%

0.06%Expense ratio$6 · $79 a year on $10k · lower is better0.79%

2.96%Trailing 12-mo yield$296 · $111 a year on $10k1.11%

−6.9%Worst dropSmaller is better−9.1%

11.8%VolatilityLower is calmer12.4%

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

8–0SCHD wins

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

More Ways to See the Pairs

SCHD vs OSCV: Top 5 Holdings

Today

SCHD

21.4%in top 5

OSCV

in top 515.1%

SCHDStockOSCV

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5CASH&OTH3.9%

not top 5THG3.0%

not top 5TXRH2.8%

not top 5EHC2.8%

not top 5ENSG2.7%

Held in common0.4%

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

SCHD vs OSCV Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

OSCVAptus

+4.8%

5 years, per year

SCHDOSCVFaded: behind in that period

4–0SCHD wins

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

Income vs Stocks: SCHD vs OSCV

YTD

SchwabSCHD

+33.2%

OSCVAptus

+12.8%

+33.2%Year to date+12.8%

−6.9%Worst drop · 1Y−9.1%

11.8%Volatility · 1Y12.4%

3.0%Yield1.1%

$122BAssets$622M

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, OSCV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

OSCV0.79%$79

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

Yields: SCHD, OSCV, VUG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

OSCV1.11%$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

VUG$41 − $3 = $38

OSCV$111 − $79 = $32

KeptFee

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

Overlap: SCHD, OSCV, VUG

Today

0.8%most shared, SCHD and VUG

SCHDOSCVVUG

SCHD—0.4%0.8%

OSCV0.4%—0.0%

VUG0.8%0.0%—

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

OSCVWorst drop−9.1%12.4% 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

SCHDOSCV

+33.2%Year to date+12.8%

3.0%Yield1.1%

+39.1%Past year+14.3%

0.06%Fee0.79%

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%

$122BAssets$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$61.4B

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