Compare · 3 funds side by side · dividends reinvested

SCHD, SMLF and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

SCHD, SMLF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.8

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.5%+17.6%+20.9%+9.4%−8.7%17.5%$4.3B2.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: SCHD 2011 · SMLF 2015 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,418

SCHD

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,675

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

SCHD

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SCHD vs SMLF: Top 5 Holdings

Today

SCHD

21.7%in top 5

SMLF

in top 53.3%

SCHDStockSMLF

4.6%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: SCHD, SMLF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

SMLF0.15%$15

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SCHD, SMLF, VTV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SMLF

+34.6%Year to dateJan 1 → Nov 11+16.5%

+39.3%1 yearTotal return+17.6%

+19.9%3 years · per year$10,000 became $17,234 · $17,691+20.9%

+10.4%5 years · per year$10,000 became $16,418 · $15,676+9.4%

0.06%Expense ratio$6 · $15 a year on $10k · lower is better0.15%

2.93%Trailing 12-mo yield$293 · $98 a year on $10k0.98%

−6.9%Worst dropSmaller is better−8.7%

11.8%VolatilityLower is calmer17.5%

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

7–1SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5EME0.8%

not top 5WSM0.7%

not top 5JBL0.6%

not top 5RS0.6%

not top 5TPR0.6%

Held in common2.6%

End-of-day Nov 11, 2026 · share of each fund

SCHD vs SMLF Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

SMLFiShares

+9.4%

5 years, per year

SCHDSMLFFaded: behind in that period

3–1SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs VTV

YTD

SchwabSCHD

+34.6%

VTVVanguard

+22.3%

+34.6%Year to date+22.3%

−6.9%Worst drop · 1Y−6.4%

11.8%Volatility · 1Y10.8%

2.9%Yield1.8%

$123BAssets$184B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VTV1.81%$181

SMLF0.98%$98

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VTV$181 − $3 = $178

SMLF$98 − $15 = $83

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SCHD, SMLF, VTV

Today

17.9%most shared, SCHD and VTV

SCHDSMLFVTV

SCHD—2.6%17.9%

SMLF2.6%—0.1%

VTV17.9%0.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.8% vol

SMLFWorst drop−8.7%17.5% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+34.6%Year to date+22.3%

2.9%Yield1.8%

+39.3%Past year+25.5%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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SCHD, SMLF and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three