Compare · 3 funds side by side · dividends reinvested

SCHD, PVAL and VUG

SCHDSchwab×PVALFranklin Templeton×VUGVanguard×

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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

SCHD, PVAL and VUG, 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%$122B1.6

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.87%+21.3%+27.4%+24.7%+16.1%−7.2%11.6%$15.5B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.6

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: SCHD 2011 · PVAL 2021 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $122B$16,428

SCHD

PVAL

Putnam Focused Large Cap Value ETF · $15.5B$21,124

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

SCHD

More Ways to See the Pairs

SCHD vs PVAL: Top 5 Holdings

Today

SCHD

21.4%in top 5

PVAL

in top 528.4%

SCHDStockPVAL

not top 5MSFT9.5%

not top 5AAPL7.2%

not top 5AMZN4.6%

4.4%PGnot top 5

4.3%TXNnot top 5

Cost, Income and Risk

Fees: SCHD, PVAL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

PVAL0.56%$56

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

Yields: SCHD, PVAL, VUG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

PVAL

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

+38.8%1 yearTotal return+27.4%

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

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

0.06%Expense ratio$6 · $56 a year on $10k · lower is better0.56%

2.94%Trailing 12-mo yield$294 · $87 a year on $10k0.87%

−6.9%Worst dropSmaller is better−7.2%

11.8%VolatilityLower is calmer11.6%

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

5–3SCHD wins

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

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5XOM3.9%

not top 5C3.2%

Held in common7.0%

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

SCHD vs PVAL Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

PVALFranklin Templeton

+16.1%

5 years, per year

SCHDPVALFaded: behind in that period

2–2Level

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

Income vs Stocks: SCHD vs PVAL

YTD

SchwabSCHD

+33.8%

PVALFranklin Templeton

+21.3%

+33.8%Year to date+21.3%

−6.9%Worst drop · 1Y−7.2%

11.8%Volatility · 1Y11.6%

2.9%Yield0.9%

$122BAssets$15.5B

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

PVAL0.87%$87

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

VUG$41 − $3 = $38

PVAL$87 − $56 = $31

KeptFee

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

Overlap: SCHD, PVAL, VUG

Today

23.7%most shared, PVAL and VUG

SCHDPVALVUG

SCHD—7.0%0.8%

PVAL7.0%—23.7%

VUG0.8%23.7%—

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

PVALWorst drop−7.2%11.6% vol

SCHDWorst drop−6.9%11.8% vol

VUGWorst drop−15.1%19.1% 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

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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SCHD, PVAL and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three