Compare · 3 funds side by side · dividends reinvested

SPDG, 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

SPDG, 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%$123B1.6

State Street SPDR Portfolio S&P Sector Neutral Dividend ETFIncome · Dividend stocks0.05%2.61%+19.9%+23.9%+23.1%[…]−8.3%12.6%$14M2.0

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: SPDG 2023 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P Sector Neutral Dividend ETF · $14M[…]

SPDG

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 30.8% in common

SPDGMeasureSCHD

+19.9%Year to dateJan 1 → Nov 4+35.3%

+23.9%1 yearTotal return+41.6%

+23.1%3 years · per year$10,000 became $18,655 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.05%Expense ratio$5 · $6 a year on $10k · lower is better0.06%

2.61%Trailing 12-mo yield$261 · $291 a year on $10k2.91%

−8.3%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer11.5%

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

2–5SCHD wins

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

More Ways to See the Pairs

SPDG vs SCHD: Top 5 Holdings

Today

SPDG

27.5%in top 5

SCHD

in top 521.6%

SPDGStockSCHD

7.9%CSCOnot top 5

6.3%VZnot top 5

5.4%TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

4.0%IBMnot top 5

3.9%ADInot top 5

Held in common30.8%

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

SPDG vs SCHD Returns, Every Period

SPDRSPDG

+23.9%

past year

SCHDSchwab

+41.6%

past year

SPDGSCHDFaded: behind in that period

1–2SCHD wins

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

SPDG vs SCHD

YTD

SPDRSPDG

+19.9%

SCHDSchwab

+35.3%

+19.9%Year to date+35.3%

−8.3%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y11.5%

2.6%Yield2.9%

$13.7MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SPDG, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPDG0.05%$5

SCHD0.06%$6

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

Yields: SPDG, SCHD, VOO

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SPDG2.61%$261

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

SPDG$261 − $5 = $256

VOO$105 − $3 = $102

KeptFee

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

Overlap: SPDG, SCHD, VOO

Today

30.8%most shared, SPDG and SCHD

SPDGSCHDVOO

SPDG—30.8%18.1%

SCHD30.8%—7.6%

VOO18.1%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

SCHDWorst drop−6.9%11.5% vol

SPDGWorst drop−8.3%12.6% 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

SCHDSPDG

+35.3%Year to date+19.9%

2.9%Yield2.6%

+41.6%Past year+23.9%

0.06%Fee0.05%

3–1SCHD 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%

$123BAssets$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%

$182BAssets$805B

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$887B

0–0level

End-of-day Nov 4, 2026