Compare · 2 funds side by side · dividends reinvested

SCHD and SVAL

SCHDSchwab×SVALiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

SCHD and SVAL, 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%$123B1.1

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%$165M1.9

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $165M$14,959

SVAL

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

SVALMeasureSCHD

+23.2%Year to dateJan 1 → Nov 5+32.3%

+29.8%1 yearTotal return+38.7%

+20.6%3 years · per year$10,000 became $17,555 · $17,414+20.3%

+8.4%5 years · per year$10,000 became $14,959 · $16,375+10.4%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

2.23%Trailing 12-mo yield$223 · $298 a year on $10k2.98%

−9.0%Worst dropSmaller is better−6.9%

15.4%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

SVAL vs SCHD: Top 5 Holdings

Today

SVAL

4.3%in top 5

SCHD

in top 521.7%

SVALStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.9%NSITnot top 5

0.9%AMNnot top 5

0.9%CBRLnot top 5

0.8%FIVNnot top 5

0.8%OSPNnot top 5

Held in common0.4%

End-of-day Nov 5, 2026 · share of each fund

SVAL vs SCHD Returns, Every Period

iSharesSVAL

+8.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SVALSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SVAL vs SCHD

YTD

iSharesSVAL

+23.2%

SCHDSchwab

+32.3%

+23.2%Year to date+32.3%

−9.0%Worst drop · 1Y−6.9%

15.4%Volatility · 1Y11.7%

2.2%Yield3.0%

$165MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, SVAL

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SVAL0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCHD, SVAL

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

SVAL2.23%$223

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SVAL$223 − $20 = $203

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCHD, SVAL

Today

0.4%most shared, SCHD and SVAL

SCHDSVAL

SCHD—0.4%

SVAL0.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SVALWorst drop−9.0%15.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSVAL

+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

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026