Compare · 3 funds side by side · dividends reinvested

SDY, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

SDY, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

State Street SPDR S&P Dividend ETFIncome · Dividend stocks0.35%2.29%+20.8%+24.5%+17.1%+9.0%−7.7%11.4%$22.6B2.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: SDY 2005 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Dividend ETF · $22.6B$15,403

SDY

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 22.6% in common

SDYMeasureSCHD

+20.8%Year to dateJan 1 → Nov 4+35.3%

+24.5%1 yearTotal return+41.6%

+17.1%3 years · per year$10,000 became $16,071 · $17,908+21.4%

+9.0%5 years · per year$10,000 became $15,403 · $16,881+11.0%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

2.29%Trailing 12-mo yield$229 · $291 a year on $10k2.91%

−7.7%Worst dropSmaller is better−6.9%

11.4%VolatilityLower is calmer11.5%

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

1–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDY vs SCHD: Top 5 Holdings

Today

SDY

10.6%in top 5

SCHD

in top 521.6%

SDYStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

2.8%VZnot top 5

2.2%Onot top 5

2.1%PEPnot top 5

1.8%NKEnot top 5

1.7%ACNnot top 5

Held in common22.6%

End-of-day Nov 4, 2026 · share of each fund

SDY vs SCHD Returns, Every Period

SPDRSDY

+9.0%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

SDYSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SDY vs SCHD

YTD

SPDRSDY

+20.8%

SCHDSchwab

+35.3%

+20.8%Year to date+35.3%

−7.7%Worst drop · 1Y−6.9%

11.4%Volatility · 1Y11.5%

2.3%Yield2.9%

$22.6BAssets$121B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDY, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

SDY0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SDY, SCHD, VOO

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SDY2.29%$229

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SDY$229 − $35 = $194

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SDY, SCHD, VOO

Today

22.6%most shared, SDY and SCHD

SDYSCHDVOO

SDY—22.6%13.7%

SCHD22.6%—7.6%

VOO13.7%7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SDYWorst drop−7.7%11.4% vol

SCHDWorst drop−6.9%11.5% vol

VOOWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSDY

+35.3%Year to date+20.8%

2.9%Yield2.3%

+41.6%Past year+24.5%

0.06%Fee0.35%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026