Compare · 3 funds side by side · dividends reinvested

SWP, SCHD and VOO

SWPSWP Investment Management×SCHDSchwab×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

SWP, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.9

Manager Directed Portfolios - SWP Growth & Income ETFIncome · Dividend stocks0.99%9.43%+7.0%+8.6%[…][…]−10.0%12.3%$145M2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SWP 2024 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Manager Directed Portfolios - SWP Growth & Income ETF · $145M[…]

SWP

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

SWPMeasureSCHD

+7.0%Year to dateJan 1 → Nov 4+35.3%

+8.6%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.99%Expense ratio$99 · $6 a year on $10k · lower is better0.06%

9.43%Trailing 12-mo yield$943 · $291 a year on $10k2.91%

−10.0%Worst dropSmaller is better−6.9%

12.3%VolatilityLower is calmer11.5%

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

1–5SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SWP vs SCHD: Top 5 Holdings

Today

SWP

21.9%in top 5

SCHD

in top 521.6%

SWPStockSCHD

5.7%MSFTnot top 5

not top 5TXN4.8%

4.7%AAPLnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

4.1%NVDAnot top 5

4.0%IBMnot top 5

3.5%AVGOnot top 5

Held in common2.7%

End-of-day Nov 4, 2026 · share of each fund

SWP vs SCHD Returns, Every Period

SWP Investment ManagementSWP

+8.6%

past year

SCHDSchwab

+41.6%

past year

SWPSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SWP vs SCHD

YTD

SWP Investment ManagementSWP

+7.0%

SCHDSchwab

+35.3%

+7.0%Year to date+35.3%

−10.0%Worst drop · 1Y−6.9%

12.3%Volatility · 1Y11.5%

9.4%Yield2.9%

$145MAssets$121B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SWP, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

SWP0.99%$99

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SWP, SCHD, VOO

9.43%highest, SWP

FundTrailing yieldYield$10k

SWP9.43%$943

SCHD2.91%$291

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$844most kept, SWP

SWP$943 − $99 = $844

SCHD$291 − $6 = $285

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SWP, SCHD, VOO

Today

32.2%most shared, SWP and VOO

SWPSCHDVOO

SWP—2.7%32.2%

SCHD2.7%—7.6%

VOO32.2%7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

SWPWorst drop−10.0%12.3% vol

VOOWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SWPSCHD

+7.0%Year to date+35.3%

9.4%Yield2.9%

+8.6%Past year+41.6%

0.99%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026