Compare · 2 funds side by side · dividends reinvested

SCHV and VTV

SCHVSchwab×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,842VTV · best of the two

02 / 04

SCHV and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+25.0%+22.7%+12.3%−6.4%10.1%$184B1.0

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.81%+18.4%+22.0%+21.9%+10.2%−6.9%11.3%$15.7B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SCHV 2009 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Large-Cap Value ETF · $15.7B$16,273

SCHV

VTV

Vanguard Morningstar Value ETF · $184B$17,842

$10,000 five years ago, dividends reinvested · they hold 74.9% in common

SCHVMeasureVTV

+18.4%Year to dateJan 1 → Nov 3+21.0%

+22.0%1 yearTotal return+25.0%

+21.9%3 years · per year$10,000 became $18,095 · $18,466+22.7%

+10.2%5 years · per year$10,000 became $16,273 · $17,842+12.3%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

1.81%Trailing 12-mo yield$181 · $183 a year on $10k1.83%

−6.9%Worst dropSmaller is better−6.4%

11.3%VolatilityLower is calmer10.1%

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

0–8VTV wins

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

More Ways to See the Pairs

SCHV vs VTV: Top 5 Holdings

Today

SCHV

12.8%in top 5

VTV

in top 515.8%

SCHVStockVTV

not top 5MU4.6%

3.4%BRK-B2.9%

3.0%JPM3.3%

2.4%XOM2.6%

2.1%JNJ2.4%

1.9%WMTnot top 5

Held in common74.9%

End-of-day Nov 3, 2026 · share of each fund

SCHV vs VTV Returns, Every Period

SchwabSCHV

+10.2%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

SCHVVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SCHV vs VTV

YTD

SchwabSCHV

+18.4%

VTVVanguard

+21.0%

+18.4%Year to date+21.0%

−6.9%Worst drop · 1Y−6.4%

11.3%Volatility · 1Y10.1%

1.8%Yield1.8%

$15.7BAssets$184B

3–0VTV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHV, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHV0.04%$4

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SCHV, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

SCHV1.81%$181

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SCHV$181 − $4 = $177

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SCHV, VTV

Today

74.9%most shared, SCHV and VTV

SCHVVTV

SCHV—74.9%

VTV74.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.0%VTV, at 10.1% volatility

VTVWorst drop−6.4%10.1% vol

SCHVWorst drop−6.9%11.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSCHV

+21.0%Year to date+18.4%

1.8%Yield1.8%

+25.0%Past year+22.0%

0.03%Fee0.04%

3–0VTV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026