Compare · 3 funds side by side · dividends reinvested

SCHD, SVAL and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,830VTV · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

SCHD, SVAL and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.6

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.0%+23.6%+21.4%+12.3%−6.4%10.8%$196B1.8

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.1%+29.4%+20.1%+7.4%−9.0%15.5%$163M2.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: SCHD 2011 · SVAL 2020 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $124B$16,418

SCHD

SVAL

iShares US Small Cap Value Factor ETF · $163M$14,289

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

SCHD

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SCHD vs SVAL: Top 5 Holdings

Today

SCHD

21.8%in top 5

SVAL

in top 54.2%

SCHDStockSVAL

4.8%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.2%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: SCHD, SVAL, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

SVAL0.20%$20

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SCHD, SVAL, VTV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

SVAL

+34.9%Year to dateJan 1 → Nov 13+25.1%

+37.5%1 yearTotal return+29.4%

+20.2%3 years · per year$10,000 became $17,374 · $17,339+20.1%

+10.4%5 years · per year$10,000 became $16,418 · $14,289+7.4%

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

2.92%Trailing 12-mo yield$292 · $220 a year on $10k2.20%

−6.9%Worst dropSmaller is better−9.0%

11.7%VolatilityLower is calmer15.5%

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

8–0SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5IBEX0.8%

not top 5AZTA0.8%

Held in common0.3%

End-of-day Nov 13, 2026 · share of each fund

SCHD vs SVAL Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

SVALiShares

+7.4%

5 years, per year

SCHDSVALFaded: behind in that period

4–0SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs SVAL

YTD

SchwabSCHD

+34.9%

SVALiShares

+25.1%

+34.9%Year to date+25.1%

−6.9%Worst drop · 1Y−9.0%

11.7%Volatility · 1Y15.5%

2.9%Yield2.2%

$124BAssets$163M

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

SVAL2.20%$220

VTV1.81%$181

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

SVAL$220 − $20 = $200

VTV$181 − $3 = $178

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SCHD, SVAL, VTV

Today

17.9%most shared, SCHD and VTV

SCHDSVALVTV

SCHD—0.3%17.9%

SVAL0.3%—0.0%

VTV17.9%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.7% vol

SVALWorst drop−9.0%15.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSVAL

+34.9%Year to date+25.1%

2.9%Yield2.2%

+37.5%Past year+29.4%

0.06%Fee0.20%

4–0SCHD wins

End-of-day Nov 13, 2026

+22.0%Year to date+19.3%

1.8%Yield1.8%

$196BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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SCHD, SVAL and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three