Compare · 3 funds side by side · dividends reinvested

SCHD, TMFS and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

SCHD, TMFS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.8

Motley Fool Small-Cap Growth ETFUS Stock Styles · Small cap0.85%0.00%+2.2%+6.4%+10.4%−2.0%−15.7%19.5%$53M2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: SCHD 2011 · TMFS 2018 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,459

SCHD

TMFS

Motley Fool Small-Cap Growth ETF · $53M$9,047

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SCHDMeasureTMFS

+33.2%Year to dateJan 1 → Nov 9+2.2%

+39.1%1 yearTotal return+6.4%

+19.6%3 years · per year$10,000 became $17,123 · $13,457+10.4%

+10.5%5 years · per year$10,000 became $16,459 · $9,047−2.0%

0.06%Expense ratio$6 · $85 a year on $10k · lower is better0.85%

2.96%Trailing 12-mo yield$296 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better−15.7%

11.8%VolatilityLower is calmer19.5%

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

8–0SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs TMFS: Top 5 Holdings

Today

SCHD

21.4%in top 5

TMFS

in top 525.5%

SCHDStockTMFS

not top 5QTWO6.2%

not top 5WING5.3%

not top 5HQY4.8%

not top 5GXO4.7%

not top 5HRI4.6%

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SCHD vs TMFS Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

TMFSMotley Fool

−2.0%

5 years, per year

SCHDTMFSFaded: behind in that period

4–0SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs VUG

YTD

SchwabSCHD

+33.2%

VUGVanguard

+4.2%

+33.2%Year to date+4.2%

−6.9%Worst drop · 1Y−15.1%

11.8%Volatility · 1Y19.1%

3.0%Yield0.4%

$120BAssets$233B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, TMFS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

TMFS0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCHD, TMFS, VUG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VUG0.41%$41

TMFS0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VUG$41 − $3 = $38

TMFS$0 − $85 = −$85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCHD, TMFS, VUG

Today

0.8%most shared, SCHD and VUG

SCHDTMFSVUG

SCHD—0.0%0.8%

TMFS0.0%—0.0%

VUG0.8%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VUGWorst drop−15.1%19.1% vol

TMFSWorst drop−15.7%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVUG

+33.2%Year to date+4.2%

3.0%Yield0.4%

+39.1%Past year+4.7%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026