Compare · 3 funds side by side · dividends reinvested

SPTM, SCHD and VUG

SPTMSPDR×SCHDSchwab×VUGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $7,914 · 2022SPTM$16,906SCHD$16,267VUG$16,124Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,906SPTM · best of the three
02 / 04

SPTM, SCHD and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.10%+9.0%+10.2%+21.4%+11.1%−8.7%13.5%$14.2B1.8
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: SPTM 2000 · SCHD 2011 · VUG 2004
@TheETFTracker·theetftracker.com

Head to Head

5Y
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.2B$16,906
SPTM
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 8.3% in common

SPTMMeasureSCHD
+9.0%Year to dateJan 1 → Nov 6+31.4%
+10.2%1 yearTotal return+37.0%
+21.4%3 years · per year$10,000 became $17,907 · $17,266+20.0%
+11.1%5 years · per year$10,000 became $16,906 · $16,267+10.2%
0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%
1.10%Trailing 12-mo yield$110 · $300 a year on $10k3.00%
−8.7%Worst dropSmaller is better−6.9%
13.5%VolatilityLower is calmer11.7%
SPTMSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
3–5SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

SPTM vs SCHD: Top 5 Holdings

Today
25.6%in top 5
in top 521.4%
SPTMStockSCHD
7.3%AAPLnot top 5
6.4%NVDAnot top 5
5.8%MSFTnot top 5
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
not top 5AMGN4.1%
3.7%AMZNnot top 5
2.4%GOOGLnot top 5
Held in common8.3%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SPTM vs SCHD Returns, Every Period

5Y
SPDRSPTM
+11.1%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+9.0%+31.4%YTD+10.2%+37.0%1 year+21.4%+20.0%3 yrs · yr+11.1%+10.2%5 yrs · yr
SPTMSCHDFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: SPTM vs SCHD

YTD
SPDRSPTM
+9.0%
SCHDSchwab
+31.4%
Jan 1Nov 6+9.0%+31.4%
+9.0%Year to date+31.4%
−8.7%Worst drop · 1Y−6.9%
13.5%Volatility · 1Y11.7%
1.1%Yield3.0%
$14.2BAssets$120B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SPTM, SCHD, VUG

Today
0.03%lowest, SPTM
FundExpense ratioFee$10k
SPTM0.03%$3
VUG0.03%$3
SCHD0.06%$6
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SPTM, SCHD, VUG

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
SPTM1.10%$110
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
SPTM$110 − $3 = $107
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SPTM, SCHD, VUG

Today
50.7%most shared, SPTM and VUG
SPTMSCHDVUG
SPTM—8.3%50.7%
SCHD8.3%—0.8%
VUG50.7%0.8%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +37.0%SPTM +10.2%VUG +0.2%
SCHDWorst drop−6.9%11.7% vol
SPTMWorst drop−8.7%13.5% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+31.4%+9.0%
+31.4%Year to date+9.0%
3.0%Yield1.1%
+37.0%Past year+10.2%
0.06%Fee0.03%
3–1SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.7B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com