Compare · 2 funds side by side · dividends reinvested

SCHD and VGMS

SCHDSchwab×VGMSVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

SCHD and VGMS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFBonds & Cash · Other bonds0.30%5.55%+1.0%+2.4%[…][…]−2.7%3.4%$298M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · VGMS 2025

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

VGMS

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETF · $298M[…]

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

SCHDMeasureVGMS

+31.4%Year to dateJan 1 → Nov 6+1.0%

+37.0%1 yearTotal return+2.4%

+20.0%3 years · per year$10,000 became $17,266 · […][…]

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $30 a year on $10k · lower is better0.30%

3.00%Trailing 12-mo yield$300 · $555 a year on $10k5.55%

−6.9%Worst dropSmaller is better−2.7%

11.7%VolatilityLower is calmer3.4%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs VGMS: Top 5 Holdings

Today

SCHD

21.4%in top 5

VGMS

in top 50.1%

SCHDStockVGMS

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5SVC0.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs VGMS Returns, Every Period

SchwabSCHD

+37.0%

past year

VGMSVanguard

+2.4%

past year

SCHDVGMSFaded: behind in that period

2–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs VGMS

YTD

SchwabSCHD

+31.4%

VGMSVanguard

+1.0%

+31.4%Year to date+1.0%

−6.9%Worst drop · 1Y−2.7%

11.7%Volatility · 1Y3.4%

3.0%Yield5.6%

$120BAssets$298M

3–1VGMS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, VGMS

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VGMS0.30%$30

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHD, VGMS

5.55%highest, VGMS

FundTrailing yieldYield$10k

VGMS5.55%$555

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$525most kept, VGMS

VGMS$555 − $30 = $525

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHD, VGMS

Today

0.0%most shared, SCHD and VGMS

SCHDVGMS

SCHD—0.0%

VGMS0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

VGMSWorst drop−2.7%3.4% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VGMSSCHD

+1.0%Year to date+31.4%

5.6%Yield3.0%

+2.4%Past year+37.0%

0.30%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026