Compare · 3 funds side by side · dividends reinvested

SPYV, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,769SPYV · best of the three

02 / 04

SPYV, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 Value ETFLow-Cost Core · S&P 5000.04%1.62%+16.1%+18.7%+19.8%+12.2%−6.2%9.8%$39.0B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.1

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: SPYV 2000 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 Value ETF · $39.0B$17,769

SPYV

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 17.1% in common

SPYVMeasureSCHD

+16.1%Year to dateJan 1 → Nov 4+35.3%

+18.7%1 yearTotal return+41.6%

+19.8%3 years · per year$10,000 became $17,206 · $17,908+21.4%

+12.2%5 years · per year$10,000 became $17,769 · $16,881+11.0%

0.04%Expense ratio$4 · $6 a year on $10k · lower is better0.06%

1.62%Trailing 12-mo yield$162 · $291 a year on $10k2.91%

−6.2%Worst dropSmaller is better−6.9%

9.8%VolatilityLower is calmer11.5%

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

4–4Level

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

More Ways to See the Pairs

SPYV vs SCHD: Top 5 Holdings

Today

SPYV

17.6%in top 5

SCHD

in top 521.6%

SPYVStockSCHD

8.0%AAPLnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.8%AMZNnot top 5

2.4%XOMnot top 5

1.8%WMTnot top 5

1.5%COSTnot top 5

Held in common17.1%

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

SPYV vs SCHD Returns, Every Period

SPDRSPYV

+12.2%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

SPYVSCHDFaded: behind in that period

1–3SCHD wins

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

Core vs Income: SPYV vs SCHD

YTD

SPDRSPYV

+16.1%

SCHDSchwab

+35.3%

+16.1%Year to date+35.3%

−6.2%Worst drop · 1Y−6.9%

9.8%Volatility · 1Y11.5%

1.6%Yield2.9%

$39.0BAssets$121B

2–2level

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

Cost, Income and Risk

Fees: SPYV, SCHD, VIG

Today

0.04%lowest, SPYV

FundExpense ratioFee$10k

SPYV0.04%$4

VIG0.04%$4

SCHD0.06%$6

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

Yields: SPYV, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SPYV1.62%$162

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

SPYV$162 − $4 = $158

VIG$144 − $4 = $140

KeptFee

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

Overlap: SPYV, SCHD, VIG

Today

50.3%most shared, SPYV and VIG

SPYVSCHDVIG

SPYV—17.1%50.3%

SCHD17.1%—14.5%

VIG50.3%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

SPYVWorst drop−6.2%9.8% vol

VIGWorst drop−7.9%10.2% 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

SCHDVIG

+35.3%Year to date+16.4%

2.9%Yield1.4%

+41.6%Past year+18.9%

0.06%Fee0.04%

3–1SCHD 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%

$45.1BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026