Compare · 2 funds side by side · dividends reinvested

SLYV and SCHD

SLYVSPDR×SCHDSchwab×

Versus in desk

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

02 / 04

SLYV and SCHD, 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%$120B1.0

State Street SPDR S&P 600 Small Cap Value ETFUS Stock Styles · Small cap0.15%1.96%+16.3%+21.8%+18.0%+6.5%−9.4%16.2%$5.1B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SLYV 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 600 Small Cap Value ETF · $5.1B$13,712

SLYV

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

SLYVMeasureSCHD

+16.3%Year to dateJan 1 → Nov 5+32.3%

+21.8%1 yearTotal return+38.7%

+18.0%3 years · per year$10,000 became $16,442 · $17,414+20.3%

+6.5%5 years · per year$10,000 became $13,712 · $16,375+10.4%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

1.96%Trailing 12-mo yield$196 · $298 a year on $10k2.98%

−9.4%Worst dropSmaller is better−6.9%

16.2%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

SLYV vs SCHD: Top 5 Holdings

Today

SLYV

4.8%in top 5

SCHD

in top 521.7%

SLYVStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.1%PAYCnot top 5

1.0%MTCHnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

0.8%POOLnot top 5

Held in common1.1%

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

SLYV vs SCHD Returns, Every Period

SPDRSLYV

+6.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SLYVSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: SLYV vs SCHD

YTD

SPDRSLYV

+16.3%

SCHDSchwab

+32.3%

+16.3%Year to date+32.3%

−9.4%Worst drop · 1Y−6.9%

16.2%Volatility · 1Y11.7%

2.0%Yield3.0%

$5.1BAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SLYV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SLYV0.15%$15

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

Yields: SLYV, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

SLYV1.96%$196

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SLYV$196 − $15 = $181

KeptFee

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

Overlap: SLYV, SCHD

Today

1.1%most shared, SLYV and SCHD

SLYVSCHD

SLYV—1.1%

SCHD1.1%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SLYVWorst drop−9.4%16.2% vol

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

Paid More vs Made More

YTD

SCHDSLYV

+32.3%Year to date+16.3%

3.0%Yield2.0%

+38.7%Past year+21.8%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026