Compare · 3 funds side by side · dividends reinvested

SCHD, VT and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

SCHD, VT and SMH, 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 Total World Stock ETFInternational · Global0.06%1.59%+8.5%+10.4%+20.7%+9.4%−9.7%14.7%$81.8B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.3

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 · VT 2008 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

Vanguard Total World Stock ETF · $81.8B$15,649

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

SCHDMeasureVT

+31.4%Year to dateJan 1 → Nov 6+8.5%

+37.0%1 yearTotal return+10.4%

+20.0%3 years · per year$10,000 became $17,266 · $17,563+20.7%

+10.2%5 years · per year$10,000 became $16,267 · $15,649+9.4%

0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%

3.00%Trailing 12-mo yield$300 · $159 a year on $10k1.59%

−6.9%Worst dropSmaller is better−9.7%

11.7%VolatilityLower is calmer14.7%

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

6–1SCHD wins

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 VT: Top 5 Holdings

Today

SCHD

21.4%in top 5

in top 515.6%

SCHDStockVT

not top 5NVDA4.5%

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 5AAPL4.1%

not top 5MSFT3.2%

not top 5AMZN2.0%

not top 5GOOGL1.7%

Held in common4.3%

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

SCHD vs VT Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

VTVanguard

+9.4%

5 years, per year

SCHDVTFaded: behind in that period

3–1SCHD wins

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

Income vs International: SCHD vs VT

YTD

SchwabSCHD

+31.4%

VTVanguard

+8.5%

+31.4%Year to date+8.5%

−6.9%Worst drop · 1Y−9.7%

11.7%Volatility · 1Y14.7%

3.0%Yield1.6%

$120BAssets$81.8B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, VT, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VT0.06%$6

SMH0.35%$35

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

Yields: SCHD, VT, SMH

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VT1.59%$159

SMH0.24%$24

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VT$159 − $6 = $153

SMH$24 − $35 = −$11

KeptFee

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

Overlap: SCHD, VT, SMH

Today

10.3%most shared, VT and SMH

SCHDVTSMH

SCHD—4.3%7.9%

VT4.3%—10.3%

SMH7.9%10.3%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VTWorst drop−9.7%14.7% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

SCHDSMH

+31.4%Year to date+28.8%

3.0%Yield0.2%

+37.0%Past year+29.5%

0.06%Fee0.35%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX 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