Compare · 3 funds side by side · dividends reinvested

SCHD, SMLL and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

SCHD, SMLL and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.6

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.08%+14.1%+17.2%[…][…]−12.1%17.2%$14M2.8

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 · SMLL 2024 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,428

SCHD

SMLL

Harbor Active Small Cap ETF (SMLL) · $14M[…]

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

SCHD

More Ways to See the Pairs

SCHD vs SMLL: Top 5 Holdings

Today

SCHD

21.4%in top 5

SMLL

in top 522.7%

SCHDStockSMLL

not top 5POOL5.7%

not top 5MORN5.5%

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

Cost, Income and Risk

Fees: SCHD, SMLL, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

SMLL0.80%$80

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

Yields: SCHD, SMLL, VTV

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

SMLL

+33.8%Year to dateJan 1 → Nov 10+14.1%

+38.8%1 yearTotal return+17.2%

+19.5%3 years · per year$10,000 became $17,062 · […][…]

+10.4%5 years · per year$10,000 became $16,428 · […][…]

0.06%Expense ratio$6 · $80 a year on $10k · lower is better0.80%

2.94%Trailing 12-mo yield$294 · $208 a year on $10k2.08%

−6.9%Worst dropSmaller is better−12.1%

11.8%VolatilityLower is calmer17.2%

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

6–0SCHD wins

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

4.3%HDnot top 5

not top 5PCTY4.2%

4.1%AMGNnot top 5

not top 5WTFC3.8%

not top 5DOCS3.5%

Held in common0.2%

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

SCHD vs SMLL Returns, Every Period

1Y

SchwabSCHD

+38.8%

past year

SMLLHarbor

+17.2%

past year

SCHDSMLLFaded: behind in that period

2–0SCHD wins

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

Income vs Stocks: SCHD vs SMLL

YTD

SchwabSCHD

+33.8%

SMLLHarbor

+14.1%

+33.8%Year to date+14.1%

−6.9%Worst drop · 1Y−12.1%

11.8%Volatility · 1Y17.2%

2.9%Yield2.1%

$123BAssets$13.7M

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

SMLL2.08%$208

VTV1.83%$183

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

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

VTV$183 − $3 = $180

SMLL$208 − $80 = $128

KeptFee

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

Overlap: SCHD, SMLL, VTV

Today

17.9%most shared, SCHD and VTV

SCHDSMLLVTV

SCHD—0.2%17.9%

SMLL0.2%—0.1%

VTV17.9%0.1%—

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

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.8% vol

SMLLWorst drop−12.1%17.2% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+33.8%Year to date+21.0%

2.9%Yield1.8%

+38.8%Past year+24.8%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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SCHD, SMLL and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three