Today
VOO−4.4%IVV−4.4%SPY−4.4%VTI−4.4%QQQ−6.5%VUG−5.5%VEA−3.7%IEFA−3.0%VTV−3.1%SPYM−4.4%VXUS−3.7%BND+0.2%VGT−7.3%IEMG−5.6%AGG+0.2%GLD+0.8%IJH−3.9%VWO−3.6%SCHD−2.2%IWF−6.4%XLK−8.0%SGOV+0.0%VIG−3.3%IJR−3.8%QQQM−6.3%VO−3.5%RSP−2.9%ITOT−4.4%DFAC−4.0%IWD−2.6%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

SCHD, SVAL and VUG

SCHDSchwab×SVALiShares×VUGVanguard×
Versus in desk
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,964 · 2022SCHD$16,375VUG$16,052SVAL$14,959Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three
02 / 04

SCHD, SVAL and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4
iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.23%+23.2%+29.8%+20.6%+8.4%−9.0%15.4%$165M2.3
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: SCHD 2011 · SVAL 2020 · VUG 2004
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
Schwab U.S. Dividend Equity ETF · $123B$16,375
SCHD
SVAL
iShares US Small Cap Value Factor ETF · $165M$14,959

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

SCHDMeasureSVAL
+32.3%Year to dateJan 1 → Nov 5+23.2%
+38.7%1 yearTotal return+29.8%
+20.3%3 years · per year$10,000 became $17,414 · $17,555+20.6%
+10.4%5 years · per year$10,000 became $16,375 · $14,959+8.4%
0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%
2.98%Trailing 12-mo yield$298 · $223 a year on $10k2.23%
−6.9%Worst dropSmaller is better−9.0%
11.7%VolatilityLower is calmer15.4%
SCHDSVAL Winner of the row, in its colourEach row: the bigger of the two fills its side
7–1SCHD wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

SCHD vs SVAL: Top 5 Holdings

Today
SCHD
21.7%in top 5
SVAL
in top 54.3%
SCHDStockSVAL
4.7%TXNnot top 5
4.4%PGnot top 5
4.3%HDnot top 5
4.2%KOnot top 5
4.2%AMGNnot top 5
not top 5NSIT0.9%
not top 5AMN0.9%
not top 5CBRL0.9%
not top 5FIVN0.8%
not top 5OSPN0.8%
Held in common0.4%
End-of-day Nov 5, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SCHD vs SVAL Returns, Every Period

5Y
SchwabSCHD
+10.4%
5 years, per year
SVALiShares
+8.4%
5 years, per year
0%+10%+20%+30%+40%+32.3%+23.2%YTD+38.7%+29.8%1 year+20.3%+20.6%3 yrs · yr+10.4%+8.4%5 yrs · yr
SCHDSVALFaded: behind in that period
3–1SCHD wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Stocks: SCHD vs SVAL

YTD
SchwabSCHD
+32.3%
SVALiShares
+23.2%
Jan 1Nov 5+32.3%+23.2%
+32.3%Year to date+23.2%
−6.9%Worst drop · 1Y−9.0%
11.7%Volatility · 1Y15.4%
3.0%Yield2.2%
$123BAssets$165M
4–0SCHD wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SCHD, SVAL, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
SCHD0.06%$6
SVAL0.20%$20
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SCHD, SVAL, VUG

1Y
2.98%highest, SCHD
FundTrailing yieldYield$10k
SCHD2.98%$298
SVAL2.23%$223
VUG0.43%$43
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$292most kept, SCHD
SCHD$298 − $6 = $292
SVAL$223 − $20 = $203
VUG$43 − $3 = $40
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SCHD, SVAL, VUG

Today
0.8%most shared, SCHD and VUG
SCHDSVALVUG
SCHD—0.4%0.8%
SVAL0.4%—0.0%
VUG0.8%0.0%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+38.7%SCHD, at 11.7% volatility
−10%0%+10%+20%+30%+40%+50%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +38.7%SVAL +29.8%VUG −0.6%
SCHDWorst drop−6.9%11.7% vol
SVALWorst drop−9.0%15.4% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
SCHDSVAL
Jan 1Nov 5+32.3%+23.2%
+32.3%Year to date+23.2%
3.0%Yield2.2%
+38.7%Past year+29.8%
0.06%Fee0.20%
4–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+0.5%
SCHGSchwab
+0.9%
Jan 1Nov 5+0.5%+0.9%
+0.5%Year to date+0.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$62.5B
1–1level
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.1BAssets$46.1B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com
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