Compare · 3 funds side by side · dividends reinvested

SCHD, SAMM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

SCHD, SAMM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.0

Strategas Macro Momentum ETFUS Stock Styles · Factor1.07%1.04%−0.5%+1.5%[…][…]−17.9%22.2%$40M2.7

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: SCHD 2011 · SAMM 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

SAMM

Strategas Macro Momentum ETF · $40M[…]

$10,000 five years ago, dividends reinvested · they hold 5.1% in common

SCHDMeasureSAMM

+31.4%Year to dateJan 1 → Nov 6−0.5%

+37.0%1 yearTotal return+1.5%

+20.0%3 years · per year$10,000 became $17,266 · […][…]

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $107 a year on $10k · lower is better1.07%

3.00%Trailing 12-mo yield$300 · $104 a year on $10k1.04%

−6.9%Worst dropSmaller is better−17.9%

11.7%VolatilityLower is calmer22.2%

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

6–0SCHD wins

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

More Ways to See the Pairs

SCHD vs SAMM: Top 5 Holdings

Today

SCHD

21.4%in top 5

SAMM

in top 515.7%

SCHDStockSAMM

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5CNC3.4%

not top 5CRWD3.2%

not top 5MRNA3.1%

not top 5CRL3.0%

not top 5RPRX2.9%

Held in common5.1%

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

SCHD vs SAMM Returns, Every Period

SchwabSCHD

+37.0%

past year

SAMMStrategas

+1.5%

past year

SCHDSAMMFaded: behind in that period

2–0SCHD wins

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

Income vs Stocks: SCHD vs SAMM

YTD

SchwabSCHD

+31.4%

SAMMStrategas

−0.5%

+31.4%Year to date−0.5%

−6.9%Worst drop · 1Y−17.9%

11.7%Volatility · 1Y22.2%

3.0%Yield1.0%

$120BAssets$40.5M

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, SAMM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

SAMM1.07%$107

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

Yields: SCHD, SAMM, VUG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SAMM1.04%$104

VUG0.42%$42

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

SAMM$104 − $107 = −$3

KeptFee

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

Overlap: SCHD, SAMM, VUG

Today

5.1%most shared, SCHD and SAMM

SCHDSAMMVUG

SCHD—5.1%0.8%

SAMM5.1%—3.1%

VUG0.8%3.1%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VUGWorst drop−15.1%19.0% vol

SAMMWorst drop−17.9%22.2% vol

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

Paid More vs Made More

YTD

SCHDVUG

+31.4%Year to date+1.4%

3.0%Yield0.4%

+37.0%Past year+0.2%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026