Compare · 3 funds side by side · dividends reinvested

STXV, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

STXV, 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

Strive 1000 Value ETFUS Stock Styles · Value0.18%2.11%+19.3%+24.6%+20.7%[…]−5.8%10.0%$74M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: STXV 2022 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Strive 1000 Value ETF · $74M[…]

STXV

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 23.2% in common

STXVMeasureSCHD

+19.3%Year to dateJan 1 → Nov 6+31.4%

+24.6%1 yearTotal return+37.0%

+20.7%3 years · per year$10,000 became $17,581 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

2.11%Trailing 12-mo yield$211 · $300 a year on $10k3.00%

−5.8%Worst dropSmaller is better−6.9%

10.0%VolatilityLower is calmer11.7%

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

3–4SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

STXV vs SCHD: Top 5 Holdings

Today

STXV

8.6%in top 5

SCHD

in top 521.4%

STXVStockSCHD

1.4%PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.4%CVXnot top 5

1.9%BACnot top 5

1.5%WFCnot top 5

1.4%UNHnot top 5

Held in common23.2%

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

STXV vs SCHD Returns, Every Period

StriveSTXV

+24.6%

past year

SCHDSchwab

+37.0%

past year

STXVSCHDFaded: behind in that period

1–2SCHD wins

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

Stocks vs Income: STXV vs SCHD

YTD

StriveSTXV

+19.3%

SCHDSchwab

+31.4%

+19.3%Year to date+31.4%

−5.8%Worst drop · 1Y−6.9%

10.0%Volatility · 1Y11.7%

2.1%Yield3.0%

$74.1MAssets$120B

2–2level

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

Cost, Income and Risk

Fees: STXV, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

STXV0.18%$18

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

Yields: STXV, SCHD, VUG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

STXV2.11%$211

VUG0.42%$42

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

STXV$211 − $18 = $193

VUG$42 − $3 = $39

KeptFee

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

Overlap: STXV, SCHD, VUG

Today

23.2%most shared, STXV and SCHD

STXVSCHDVUG

STXV—23.2%2.6%

SCHD23.2%—0.8%

VUG2.6%0.8%—

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

STXVWorst drop−5.8%10.0% vol

SCHDWorst drop−6.9%11.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SCHDSTXV

+31.4%Year to date+19.3%

3.0%Yield2.1%

+37.0%Past year+24.6%

0.06%Fee0.18%

4–0SCHD 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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026