Compare · 3 funds side by side · dividends reinvested

SDVY, OSCV and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

SDVY, OSCV and SCHD, 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%$120B1.0

First Trust SMID Cap Rising Dividend Achievers ETFIncome · Dividend stocks0.58%0.98%+12.7%+15.9%+17.4%+9.2%−9.5%14.7%$11.1B2.5

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.8%+14.3%+12.4%+4.8%−9.1%12.4%$622M2.5

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: SDVY 2017 · OSCV 2018 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SMID Cap Rising Dividend Achievers ETF · $11.1B$15,547

SDVY

OSCV

Opus Small Cap Value Plus ETF · $622M$12,639

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

SDVYMeasureOSCV

+12.7%Year to dateJan 1 → Nov 9+12.8%

+15.9%1 yearTotal return+14.3%

+17.4%3 years · per year$10,000 became $16,163 · $14,197+12.4%

+9.2%5 years · per year$10,000 became $15,547 · $12,639+4.8%

0.58%Expense ratio$58 · $79 a year on $10k · lower is better0.79%

0.98%Trailing 12-mo yield$98 · $111 a year on $10k1.11%

−9.5%Worst dropSmaller is better−9.1%

14.7%VolatilityLower is calmer12.4%

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

4–4Level

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

More Ways to See the Pairs

SDVY vs OSCV: Top 5 Holdings

Today

SDVY

5.5%in top 5

OSCV

in top 515.1%

SDVYStockOSCV

not top 5CASH&OTH3.9%

1.1%THG3.0%

not top 5TXRH2.8%

not top 5EHC2.8%

not top 5ENSG2.7%

1.2%IPARnot top 5

1.1%AIZnot top 5

1.1%WSMnot top 5

1.1%VLTOnot top 5

Held in common10.1%

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

SDVY vs OSCV Returns, Every Period

First TrustSDVY

+9.2%

5 years, per year

OSCVAptus

+4.8%

5 years, per year

SDVYOSCVFaded: behind in that period

3–1SDVY wins

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

SDVY vs SCHD

YTD

First TrustSDVY

+12.7%

SCHDSchwab

+33.2%

+12.7%Year to date+33.2%

−9.5%Worst drop · 1Y−6.9%

14.7%Volatility · 1Y11.8%

1.0%Yield3.0%

$11.1BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SDVY, OSCV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SDVY0.58%$58

OSCV0.79%$79

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

Yields: SDVY, OSCV, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

OSCV1.11%$111

SDVY0.98%$98

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SDVY$98 − $58 = $40

OSCV$111 − $79 = $32

KeptFee

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

Overlap: SDVY, OSCV, SCHD

Today

10.1%most shared, SDVY and OSCV

SDVYOSCVSCHD

SDVY—10.1%4.4%

OSCV10.1%—0.4%

SCHD4.4%0.4%—

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

OSCVWorst drop−9.1%12.4% vol

SDVYWorst drop−9.5%14.7% vol

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

Paid More vs Made More

YTD

SCHDOSCV

+33.2%Year to date+12.8%

3.0%Yield1.1%

+39.1%Past year+14.3%

0.06%Fee0.79%

4–0SCHD 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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026