Compare · 3 funds side by side · dividends reinvested

SVAL, SCHD and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

SVAL, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.3

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.0%+29.4%+19.6%+7.8%−9.0%15.5%$162M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$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 12, 2026 · returns include dividends · since: SVAL 2020 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,429

SCHD

SVAL

iShares US Small Cap Value Factor ETF · $162M$14,574

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

SCHD

More Ways to See the Pairs

SCHD vs SVAL: Top 5 Holdings

Today

SCHD

21.7%in top 5

SVAL

in top 54.2%

SCHDStockSVAL

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: SVAL, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

SVAL0.20%$20

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SVAL, SCHD, VUG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SVAL

+34.2%Year to dateJan 1 → Nov 12+25.0%

+36.8%1 yearTotal return+29.4%

+19.9%3 years · per year$10,000 became $17,257 · $17,116+19.6%

+10.4%5 years · per year$10,000 became $16,429 · $14,574+7.8%

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

2.93%Trailing 12-mo yield$293 · $220 a year on $10k2.20%

−6.9%Worst dropSmaller is better−9.0%

11.7%VolatilityLower is calmer15.5%

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

8–0SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5IBEX0.8%

not top 5AZTA0.8%

Held in common0.3%

End-of-day Nov 12, 2026 · share of each fund

SCHD vs SVAL Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

SVALiShares

+7.8%

5 years, per year

SCHDSVALFaded: behind in that period

4–0SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs SVAL

YTD

SchwabSCHD

+34.2%

SVALiShares

+25.0%

+34.2%Year to date+25.0%

−6.9%Worst drop · 1Y−9.0%

11.7%Volatility · 1Y15.5%

2.9%Yield2.2%

$123BAssets$162M

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

SVAL2.20%$220

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

SVAL$220 − $20 = $200

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SVAL, SCHD, VUG

Today

0.8%most shared, SCHD and VUG

SVALSCHDVUG

SVAL—0.3%0.0%

SCHD0.3%—0.8%

VUG0.0%0.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SVALWorst drop−9.0%15.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSVAL

+34.2%Year to date+25.0%

2.9%Yield2.2%

+36.8%Past year+29.4%

0.06%Fee0.20%

4–0SCHD wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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SVAL, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three