Compare · 3 funds side by side · dividends reinvested

SPVM, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,427SPVM · best of the three

02 / 04

SPVM, SCHD and VIG, 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%$123B1.8

Invesco S&P 500 Value with Momentum ETFUS Stock Styles · Value0.44%1.79%+17.8%+24.4%+22.1%+11.7%−7.3%10.8%$142M1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.4

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: SPVM 2011 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Value with Momentum ETF · $142M$17,427

SPVM

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 12.1% in common

SPVMMeasureSCHD

+17.8%Year to dateJan 1 → Nov 4+35.3%

+24.4%1 yearTotal return+41.6%

+22.1%3 years · per year$10,000 became $18,214 · $17,908+21.4%

+11.7%5 years · per year$10,000 became $17,427 · $16,881+11.0%

0.44%Expense ratio$44 · $6 a year on $10k · lower is better0.06%

1.79%Trailing 12-mo yield$179 · $291 a year on $10k2.91%

−7.3%Worst dropSmaller is better−6.9%

10.8%VolatilityLower is calmer11.5%

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

3–5SCHD wins

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

More Ways to See the Pairs

SPVM vs SCHD: Top 5 Holdings

Today

SPVM

9.0%in top 5

SCHD

in top 521.6%

SPVMStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

1.9%PSXnot top 5

1.8%MPCnot top 5

1.8%ALLnot top 5

1.8%GMnot top 5

1.7%TRVnot top 5

Held in common12.1%

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

SPVM vs SCHD Returns, Every Period

InvescoSPVM

+11.7%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

SPVMSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: SPVM vs SCHD

YTD

InvescoSPVM

+17.8%

SCHDSchwab

+35.3%

+17.8%Year to date+35.3%

−7.3%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y11.5%

1.8%Yield2.9%

$142MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SPVM, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SPVM0.44%$44

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

Yields: SPVM, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SPVM1.79%$179

VIG1.44%$144

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

SPVM$179 − $44 = $135

KeptFee

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

Overlap: SPVM, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

SPVMSCHDVIG

SPVM—12.1%9.2%

SCHD12.1%—14.5%

VIG9.2%14.5%—

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

VIGWorst drop−7.9%10.2% vol

SPVMWorst drop−7.3%10.8% 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

SCHDSPVM

+35.3%Year to date+17.8%

2.9%Yield1.8%

+41.6%Past year+24.4%

0.06%Fee0.44%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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