Compare · 3 funds side by side · dividends reinvested

USMF, SCHD and VTV

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,830VTV · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

USMF, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.0%+23.6%+21.4%+12.3%−6.4%10.8%$196B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.6

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.31%−0.4%−0.4%+10.7%+5.7%−10.6%13.4%$236M3.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: USMF 2017 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree U.S. Multifactor Fund · $236M$13,172

USMF

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

USMF

More Ways to See the Pairs

USMF vs SCHD: Top 5 Holdings

Today

USMF

15.1%in top 5

SCHD

in top 521.8%

USMFStockSCHD

4.9%AAPLnot top 5

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

Cost, Income and Risk

Fees: USMF, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

USMF0.28%$28

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: USMF, SCHD, VTV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

SCHD

−0.4%Year to dateJan 1 → Nov 13+34.9%

−0.4%1 yearTotal return+37.5%

+10.7%3 years · per year$10,000 became $13,579 · $17,374+20.2%

+5.7%5 years · per year$10,000 became $13,172 · $16,418+10.4%

0.28%Expense ratio$28 · $6 a year on $10k · lower is better0.06%

1.31%Trailing 12-mo yield$131 · $292 a year on $10k2.92%

−10.6%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMGN4.1%

3.6%GOOGLnot top 5

3.5%NVDAnot top 5

1.7%LLYnot top 5

1.4%AVGOnot top 5

Held in common8.1%

End-of-day Nov 13, 2026 · share of each fund

USMF vs SCHD Returns, Every Period

5Y

WisdomTreeUSMF

+5.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

USMFSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: USMF vs SCHD

YTD

WisdomTreeUSMF

−0.4%

SCHDSchwab

+34.9%

−0.4%Year to date+34.9%

−10.6%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.7%

1.3%Yield2.9%

$236MAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

VTV1.81%$181

USMF1.31%$131

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

VTV$181 − $3 = $178

USMF$131 − $28 = $103

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: USMF, SCHD, VTV

Today

19.3%most shared, USMF and VTV

USMFSCHDVTV

USMF—8.1%19.3%

SCHD8.1%—17.9%

VTV19.3%17.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.7% vol

USMFWorst drop−10.6%13.4% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+34.9%Year to date+22.0%

2.9%Yield1.8%

+37.5%Past year+23.6%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 13, 2026

+22.0%Year to date+19.3%

1.8%Yield1.8%

$196BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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USMF, SCHD and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three