Compare · 3 funds side by side · dividends reinvested

SDIV, SCHD and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,697VTI · best of the three

02 / 04

SDIV, SCHD and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.9

Global X - SuperDividend ETFIncome · Dividend stocks0.58%10.00%−0.0%+3.1%+12.8%−0.5%−11.8%13.4%$1.1B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: SDIV 2011 · SCHD 2011 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Global X - SuperDividend ETF · $1.1B$9,751

SDIV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

SDIVMeasureSCHD

−0.0%Year to dateJan 1 → Nov 9+33.2%

+3.1%1 yearTotal return+39.1%

+12.8%3 years · per year$10,000 became $14,362 · $17,123+19.6%

−0.5%5 years · per year$10,000 became $9,751 · $16,459+10.5%

0.58%Expense ratio$58 · $6 a year on $10k · lower is better0.06%

10.00%Trailing 12-mo yield$1,000 · $296 a year on $10k2.96%

−11.8%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDIV vs SCHD: Top 5 Holdings

Today

SDIV

8.8%in top 5

SCHD

in top 521.4%

SDIVStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

1.9%TFG-R.BKnot top 5

1.8%RHInot top 5

1.7%HAUTO.OLnot top 5

1.7%VAR.OLnot top 5

1.7%VCT.Lnot top 5

Held in common0.2%

End-of-day Nov 9, 2026 · share of each fund

SDIV vs SCHD Returns, Every Period

Global XSDIV

−0.5%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

SDIVSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SDIV vs SCHD

YTD

Global XSDIV

−0.0%

SCHDSchwab

+33.2%

−0.0%Year to date+33.2%

−11.8%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.8%

10.0%Yield3.0%

$1.1BAssets$120B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDIV, SCHD, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SCHD0.06%$6

SDIV0.58%$58

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SDIV, SCHD, VTI

10.00%highest, SDIV

FundTrailing yieldYield$10k

SDIV10.00%$1,000

SCHD2.96%$296

VTI1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$942most kept, SDIV

SDIV$1,000 − $58 = $942

SCHD$296 − $6 = $290

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SDIV, SCHD, VTI

Today

7.1%most shared, SCHD and VTI

SDIVSCHDVTI

SDIV—0.2%0.1%

SCHD0.2%—7.1%

VTI0.1%7.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SDIVWorst drop−11.8%13.4% vol

VTIWorst drop−8.9%13.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SDIVSCHD

−0.0%Year to date+33.2%

10.0%Yield3.0%

+3.1%Past year+39.1%

0.58%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026