Compare · 2 funds side by side · dividends reinvested

SCHV and SCHD

SCHVSchwab×SCHDSchwab×

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

SCHV and SCHD, 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

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.85%+16.2%+20.0%+20.2%+9.9%−6.9%11.8%$15.4B1.6

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: SCHV 2009 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Large-Cap Value ETF · $15.4B$16,047

SCHV

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 17.5% in common

SCHVMeasureSCHD

+16.2%Year to dateJan 1 → Nov 6+31.4%

+20.0%1 yearTotal return+37.0%

+20.2%3 years · per year$10,000 became $17,361 · $17,266+20.0%

+9.9%5 years · per year$10,000 became $16,047 · $16,267+10.2%

0.04%Expense ratio$4 · $6 a year on $10k · lower is better0.06%

1.85%Trailing 12-mo yield$185 · $300 a year on $10k3.00%

−6.9%Worst dropSmaller is better−6.9%

11.8%VolatilityLower is calmer11.7%

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

2–5SCHD wins

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

More Ways to See the Pairs

SCHV vs SCHD: Top 5 Holdings

Today

SCHV

12.9%in top 5

SCHD

in top 521.4%

SCHVStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.6%BRK-Bnot top 5

3.0%JPMnot top 5

2.3%XOMnot top 5

2.2%JNJnot top 5

1.9%WMTnot top 5

Held in common17.5%

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

SCHV vs SCHD Returns, Every Period

SchwabSCHV

+9.9%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

SCHVSCHDFaded: behind in that period

1–3SCHD wins

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

Core vs Income: SCHV vs SCHD

YTD

SchwabSCHV

+16.2%

SCHDSchwab

+31.4%

+16.2%Year to date+31.4%

−6.9%Worst drop · 1Y−6.9%

11.8%Volatility · 1Y11.7%

1.8%Yield3.0%

$15.4BAssets$120B

3–0SCHD wins

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

Cost, Income and Risk

Fees: SCHV, SCHD

Today

0.04%lowest, SCHV

FundExpense ratioFee$10k

SCHV0.04%$4

SCHD0.06%$6

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

Yields: SCHV, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SCHV1.85%$185

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SCHV$185 − $4 = $181

KeptFee

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

Overlap: SCHV, SCHD

Today

17.5%most shared, SCHV and SCHD

SCHVSCHD

SCHV—17.5%

SCHD17.5%—

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

SCHDWorst drop−6.9%11.7% vol

SCHVWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

SCHDSCHV

+31.4%Year to date+16.2%

3.0%Yield1.8%

+37.0%Past year+20.0%

0.06%Fee0.04%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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