Compare · 3 funds side by side · dividends reinvested

SCHD, VO and VUG

SCHDSchwab×VOVanguard×VUGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,959 · 2022SCHD$16,267VUG$16,124VO$13,590Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three
02 / 04

SCHD, VO and VUG, 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 Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.1
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−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 6, 2026 · returns include dividends · since: SCHD 2011 · VO 2004 · VUG 2004
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Head to Head

5Y
Schwab U.S. Dividend Equity ETF · $120B$16,267
SCHD
VO
Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

SCHDMeasureVO
+31.4%Year to dateJan 1 → Nov 6+10.6%
+37.0%1 yearTotal return+11.6%
+20.0%3 years · per year$10,000 became $17,266 · $16,701+18.6%
+10.2%5 years · per year$10,000 became $16,267 · $13,590+6.3%
0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%
3.00%Trailing 12-mo yield$300 · $139 a year on $10k1.39%
−6.9%Worst dropSmaller is better−8.2%
11.7%VolatilityLower is calmer12.9%
SCHDVO Winner of the row, in its colourEach row: the bigger of the two fills its side
7–1SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

SCHD vs VO: Top 5 Holdings

Today
21.4%in top 5
VO
in top 55.3%
SCHDStockVO
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 5NET1.1%
not top 5VLO1.1%
not top 5MPC1.1%
not top 5PSX1.0%
not top 5PWR1.0%
Held in common6.9%
End-of-day Nov 6, 2026 · share of each fund
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SCHD vs VO Returns, Every Period

5Y
SchwabSCHD
+10.2%
5 years, per year
VOVanguard
+6.3%
5 years, per year
0%+10%+20%+30%+40%+31.4%+10.6%YTD+37.0%+11.6%1 year+20.0%+18.6%3 yrs · yr+10.2%+6.3%5 yrs · yr
SCHDVOFaded: behind in that period
4–0SCHD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Stocks: SCHD vs VO

YTD
SchwabSCHD
+31.4%
VOVanguard
+10.6%
Jan 1Nov 6+31.4%+10.6%
+31.4%Year to date+10.6%
−6.9%Worst drop · 1Y−8.2%
11.7%Volatility · 1Y12.9%
3.0%Yield1.4%
$120BAssets$103B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SCHD, VO, VUG

Today
0.03%lowest, VO
FundExpense ratioFee$10k
VO0.03%$3
VUG0.03%$3
SCHD0.06%$6
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SCHD, VO, VUG

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
VO1.39%$139
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
VO$139 − $3 = $136
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SCHD, VO, VUG

Today
10.2%most shared, VO and VUG
SCHDVOVUG
SCHD—6.9%0.8%
VO6.9%—10.2%
VUG0.8%10.2%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +37.0%VO +11.6%VUG +0.2%
SCHDWorst drop−6.9%11.7% vol
VOWorst drop−8.2%12.9% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
SCHDVO
Jan 1Nov 6+31.4%+10.6%
+31.4%Year to date+10.6%
3.0%Yield1.4%
+37.0%Past year+11.6%
0.06%Fee0.03%
3–1SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.1B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com