Compare · 3 funds side by side · dividends reinvested

SCHV, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

SCHV, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.6

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.84%+16.6%+21.2%+20.5%+10.0%−6.9%11.8%$15.4B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SCHV 2009 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Large-Cap Value ETF · $15.4B$16,084

SCHV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

SCHVMeasureSCHD

+16.6%Year to dateJan 1 → Nov 5+32.3%

+21.2%1 yearTotal return+38.7%

+20.5%3 years · per year$10,000 became $17,488 · $17,414+20.3%

+10.0%5 years · per year$10,000 became $16,084 · $16,375+10.4%

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

1.84%Trailing 12-mo yield$184 · $298 a year on $10k2.98%

−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 5, 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

12.8%in top 5

SCHD

in top 521.7%

SCHVStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.5%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 common17.3%

End-of-day Nov 5, 2026 · share of each fund

SCHV vs SCHD Returns, Every Period

SchwabSCHV

+10.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SCHVSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Income: SCHV vs SCHD

YTD

SchwabSCHV

+16.6%

SCHDSchwab

+32.3%

+16.6%Year to date+32.3%

−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 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHV, SCHD, VIG

Today

0.04%lowest, SCHV

FundExpense ratioFee$10k

SCHV0.04%$4

VIG0.04%$4

SCHD0.06%$6

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCHV, SCHD, VIG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

SCHV1.84%$184

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SCHV$184 − $4 = $180

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCHV, SCHD, VIG

Today

49.4%most shared, SCHV and VIG

SCHVSCHDVIG

SCHV—17.3%49.4%

SCHD17.3%—14.5%

VIG49.4%14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

SCHVWorst drop−6.9%11.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSCHV

+32.3%Year to date+16.6%

3.0%Yield1.8%

+38.7%Past year+21.2%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026