Compare · 2 funds side by side · dividends reinvested

SCHD and VTES

SCHDSchwab×VTESVanguard×

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 VTES, 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 Short-Term Tax-Exempt Bond ETFBonds & Cash · Municipal0.05%2.66%+1.4%+2.1%+3.7%[…]−3.0%1.8%$3.6B1.6

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 · VTES 2023

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

VTES

Vanguard Short-Term Tax-Exempt Bond ETF · $3.6B[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureVTES

+31.4%Year to dateJan 1 → Nov 6+1.4%

+37.0%1 yearTotal return+2.1%

+20.0%3 years · per year$10,000 became $17,266 · $11,143+3.7%

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

0.06%Expense ratio$6 · $5 a year on $10k · lower is better0.05%

3.00%Trailing 12-mo yield$300 · $266 a year on $10k2.66%

−6.9%Worst dropSmaller is better−3.0%

11.7%VolatilityLower is calmer1.8%

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

4–3SCHD 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 VTES: Top 5 Holdings

Today

SCHD

21.4%in top 5

VTES

in top 5[…]

SCHDStockVTES

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

Held in common[…]

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

SCHD vs VTES Returns, Every Period

SchwabSCHD

+37.0%

past year

VTESVanguard

+2.1%

past year

SCHDVTESFaded: behind in that period

3–0SCHD wins

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

Income vs Bonds: SCHD vs VTES

YTD

SchwabSCHD

+31.4%

VTESVanguard

+1.4%

+31.4%Year to date+1.4%

−6.9%Worst drop · 1Y−3.0%

11.7%Volatility · 1Y1.8%

3.0%Yield2.7%

$120BAssets$3.6B

2–2level

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

Cost, Income and Risk

Fees: SCHD, VTES

Today

0.05%lowest, VTES

FundExpense ratioFee$10k

VTES0.05%$5

SCHD0.06%$6

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

Yields: SCHD, VTES

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VTES2.66%$266

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VTES$266 − $5 = $261

KeptFee

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

Overlap: SCHD, VTES

Today

[…]holdings […]

SCHDVTES

SCHD—[…]

VTES[…]—

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

VTESWorst drop−3.0%1.8% 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

SCHDVTES

+31.4%Year to date+1.4%

3.0%Yield2.7%

+37.0%Past year+2.1%

0.06%Fee0.05%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026