Compare · 4 funds side by side · dividends reinvested

SVAL, SCHD, VIG and VTV

SVALiShares×SCHDSchwab×VIGVanguard×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

SVAL, SCHD, VIG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.0

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.25%+22.4%+27.6%+20.1%+8.2%−9.0%15.4%$159M3.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B3.3

Rank among the four1st → 4thFee, 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: SVAL 2020 · SCHD 2011 · VIG 2006 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $159M$14,844

SVAL

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

SVALMeasureSCHD

+22.4%Year to dateJan 1 → Nov 6+31.4%

+27.6%1 yearTotal return+37.0%

+20.1%3 years · per year$10,000 became $17,331 · $17,266+20.0%

+8.2%5 years · per year$10,000 became $14,844 · $16,267+10.2%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

2.25%Trailing 12-mo yield$225 · $300 a year on $10k3.00%

−9.0%Worst dropSmaller is better−6.9%

15.4%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

SVAL vs SCHD: Top 5 Holdings

Today

SVAL

4.2%in top 5

SCHD

in top 521.4%

SVALStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

0.9%AMNnot top 5

0.9%CBRLnot top 5

0.9%MGNInot top 5

0.8%NSITnot top 5

0.8%FIVNnot top 5

Held in common0.4%

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

SVAL vs SCHD Returns, Every Period

iSharesSVAL

+8.2%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

SVALSCHDFaded: behind in that period

1–3SCHD wins

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

Stocks vs Income: SVAL vs SCHD

YTD

iSharesSVAL

+22.4%

SCHDSchwab

+31.4%

+22.4%Year to date+31.4%

−9.0%Worst drop · 1Y−6.9%

15.4%Volatility · 1Y11.7%

2.2%Yield3.0%

$159MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SVAL, SCHD, VIG, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

SCHD0.06%$6

SVAL0.20%$20

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

Yields: SVAL, SCHD, VIG, VTV

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SVAL2.25%$225

VTV1.87%$187

VIG1.50%$150

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SVAL$225 − $20 = $205

VTV$187 − $3 = $184

VIG$150 − $4 = $146

KeptFee

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

Overlap: SVAL, SCHD, VIG, VTV

Today

51.5%most shared, VIG and VTV

SVALSCHDVIGVTV

SVAL—0.4%0.2%0.0%

SCHD0.4%—14.5%17.9%

VIG0.2%14.5%—51.5%

VTV0.0%17.9%51.5%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.7% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

SVALWorst drop−9.0%15.4% vol

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

Paid More vs Made More

YTD

SCHDSVAL

+31.4%Year to date+22.4%

3.0%Yield2.2%

+37.0%Past year+27.6%

0.06%Fee0.20%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026