Compare · 3 funds side by side · dividends reinvested

SPYV, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

SPYV, SCHD and VOO, 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%1.68%+12.4%+15.1%+17.8%+11.4%−6.2%10.2%$39.3B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$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 6, 2026 · returns include dividends · since: SPYV 2000 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 Value ETF · $39.3B$17,125

SPYV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

SPYVMeasureSCHD

+12.4%Year to dateJan 1 → Nov 6+31.4%

+15.1%1 yearTotal return+37.0%

+17.8%3 years · per year$10,000 became $16,365 · $17,266+20.0%

+11.4%5 years · per year$10,000 became $17,125 · $16,267+10.2%

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

1.68%Trailing 12-mo yield$168 · $300 a year on $10k3.00%

−6.2%Worst dropSmaller is better−6.9%

10.2%VolatilityLower is calmer11.7%

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

4–4Level

End-of-day Nov 6, 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

18.1%in top 5

SCHD

in top 521.4%

SPYVStockSCHD

8.4%AAPLnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

4.0%AMZNnot top 5

2.3%XOMnot top 5

1.9%WMTnot top 5

1.6%COSTnot top 5

Held in common17.1%

End-of-day Nov 6, 2026 · share of each fund

SPYV vs SCHD Returns, Every Period

SPDRSPYV

+11.4%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

SPYVSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: SPYV vs SCHD

YTD

SPDRSPYV

+12.4%

SCHDSchwab

+31.4%

+12.4%Year to date+31.4%

−6.2%Worst drop · 1Y−6.9%

10.2%Volatility · 1Y11.7%

1.7%Yield3.0%

$39.3BAssets$120B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPYV, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPYV0.04%$4

SCHD0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SPYV, SCHD, VOO

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SPYV1.68%$168

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SPYV$168 − $4 = $164

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SPYV, SCHD, VOO

Today

57.1%most shared, SPYV and VOO

SPYVSCHDVOO

SPYV—17.1%57.1%

SCHD17.1%—7.6%

VOO57.1%7.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SPYVWorst drop−6.2%10.2% vol

SCHDWorst drop−6.9%11.7% vol

VOOWorst drop−8.9%13.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSPYV

+31.4%Year to date+12.4%

3.0%Yield1.7%

+37.0%Past year+15.1%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026