Compare · 3 funds side by side · dividends reinvested

SPDV, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,689SPDV · best of the three

02 / 04

SPDV, SCHD and VIG, 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%$123B1.6

AAM S&P 500 High Dividend Value ETFIncome · Dividend stocks0.29%3.22%+23.4%+28.5%+21.7%+10.8%−7.3%12.3%$108M1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SPDV 2017 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

AAM S&P 500 High Dividend Value ETF · $108M$16,689

SPDV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 24.9% in common

SPDVMeasureSCHD

+23.4%Year to dateJan 1 → Nov 5+32.3%

+28.5%1 yearTotal return+38.7%

+21.7%3 years · per year$10,000 became $18,004 · $17,414+20.3%

+10.8%5 years · per year$10,000 became $16,689 · $16,375+10.4%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

3.22%Trailing 12-mo yield$322 · $298 a year on $10k2.98%

−7.3%Worst dropSmaller is better−6.9%

12.3%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

SPDV vs SCHD: Top 5 Holdings

Today

SPDV

13.0%in top 5

SCHD

in top 521.7%

SPDVStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.3%ACNnot top 5

2.7%CTSHnot top 5

2.4%HASnot top 5

2.3%SWKnot top 5

2.3%BRnot top 5

Held in common24.9%

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

SPDV vs SCHD Returns, Every Period

AAMSPDV

+10.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SPDVSCHDFaded: behind in that period

2–2Level

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

SPDV vs SCHD

YTD

AAMSPDV

+23.4%

SCHDSchwab

+32.3%

+23.4%Year to date+32.3%

−7.3%Worst drop · 1Y−6.9%

12.3%Volatility · 1Y11.7%

3.2%Yield3.0%

$108MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SPDV, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SPDV0.29%$29

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

Yields: SPDV, SCHD, VIG

3.22%highest, SPDV

FundTrailing yieldYield$10k

SPDV3.22%$322

SCHD2.98%$298

VIG1.49%$149

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

Income After Fees on $10,000

$293most kept, SPDV

SPDV$322 − $29 = $293

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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

Overlap: SPDV, SCHD, VIG

Today

24.9%most shared, SPDV and SCHD

SPDVSCHDVIG

SPDV—24.9%2.9%

SCHD24.9%—14.5%

VIG2.9%14.5%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

SPDVWorst drop−7.3%12.3% vol

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

Paid More vs Made More

YTD

SPDVSCHD

+23.4%Year to date+32.3%

3.2%Yield3.0%

+28.5%Past year+38.7%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026