Compare · 3 funds side by side · dividends reinvested

SVAL, VTV and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

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

Story of the three · RiskSmallest drop

SVAL, VTV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.6

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.8

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$161M2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: SVAL 2020 · VTV 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $161M$14,577

SVAL

VTV

Vanguard Morningstar Value ETF · $184B$17,892

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SVAL

More Ways to See the Pairs

SVAL vs VTV: Top 5 Holdings

Today

SVAL

4.1%in top 5

VTV

in top 515.8%

SVALStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Cost, Income and Risk

Fees: SVAL, VTV, SCHD

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

SVAL0.20%$20

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SVAL, VTV, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

VTV

+25.9%Year to dateJan 1 → Nov 11+22.3%

+30.9%1 yearTotal return+25.5%

+19.3%3 years · per year$10,000 became $16,990 · $17,809+21.2%

+7.8%5 years · per year$10,000 became $14,577 · $17,892+12.3%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

2.19%Trailing 12-mo yield$219 · $181 a year on $10k1.81%

−9.0%Worst dropSmaller is better−6.4%

15.5%VolatilityLower is calmer10.8%

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

3–5VTV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%PGNYnot top 5

0.8%LFSTnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

SVAL vs VTV Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

SVALVTVFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SVAL vs SCHD

YTD

iSharesSVAL

+25.9%

SCHDSchwab

+34.6%

+25.9%Year to date+34.6%

−9.0%Worst drop · 1Y−6.9%

15.5%Volatility · 1Y11.8%

2.2%Yield2.9%

$161MAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

SVAL2.19%$219

VTV1.81%$181

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

SVAL$219 − $20 = $199

VTV$181 − $3 = $178

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SVAL, VTV, SCHD

Today

17.9%most shared, VTV and SCHD

SVALVTVSCHD

SVAL—0.0%0.3%

VTV0.0%—17.9%

SCHD0.3%17.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.8% vol

SVALWorst drop−9.0%15.5% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSVAL

+34.6%Year to date+25.9%

2.9%Yield2.2%

+39.3%Past year+30.9%

0.06%Fee0.20%

4–0SCHD wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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SVAL, VTV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three