Compare · 2 funds side by side · dividends reinvested

SMMV and SCHD

SMMViShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

SMMV and SCHD, 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%$123B1.1

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.54%+11.8%+15.9%+16.1%+6.8%−7.0%9.5%$285M1.9

Rank among the two1st → 2ndFee, 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: SMMV 2016 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap Min Vol Factor ETF · $285M$13,866

SMMV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

SMMVMeasureSCHD

+11.8%Year to dateJan 1 → Nov 4+35.3%

+15.9%1 yearTotal return+41.6%

+16.1%3 years · per year$10,000 became $15,637 · $17,908+21.4%

+6.8%5 years · per year$10,000 became $13,866 · $16,881+11.0%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

1.54%Trailing 12-mo yield$154 · $291 a year on $10k2.91%

−7.0%Worst dropSmaller is better−6.9%

9.5%VolatilityLower is calmer11.5%

SMMVSCHD 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

SMMV vs SCHD: Top 5 Holdings

Today

SMMV

6.9%in top 5

SCHD

in top 521.6%

SMMVStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

1.5%PNWnot top 5

1.4%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.2%ADCnot top 5

Held in common1.5%

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

SMMV vs SCHD Returns, Every Period

iSharesSMMV

+6.8%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

SMMVSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: SMMV vs SCHD

YTD

iSharesSMMV

+11.8%

SCHDSchwab

+35.3%

+11.8%Year to date+35.3%

−7.0%Worst drop · 1Y−6.9%

9.5%Volatility · 1Y11.5%

1.5%Yield2.9%

$285MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SMMV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMMV0.20%$20

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

Yields: SMMV, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SMMV1.54%$154

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SMMV$154 − $20 = $134

KeptFee

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

Overlap: SMMV, SCHD

Today

1.5%most shared, SMMV and SCHD

SMMVSCHD

SMMV—1.5%

SCHD1.5%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SMMVWorst drop−7.0%9.5% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

SCHDSMMV

+35.3%Year to date+11.8%

2.9%Yield1.5%

+41.6%Past year+15.9%

0.06%Fee0.20%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026