Compare · 2 funds side by side · dividends reinvested

VFVA and SCHD

VFVAVanguard×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,618VFVA · best of the two

02 / 04

VFVA and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.3

Vanguard U.S. Value Factor ETFUS Stock Styles · Value0.13%1.77%+23.3%+32.3%+21.9%+12.0%−8.6%14.5%$897M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: VFVA 2018 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard U.S. Value Factor ETF · $897M$17,618

VFVA

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

VFVAMeasureSCHD

+23.3%Year to dateJan 1 → Nov 5+32.3%

+32.3%1 yearTotal return+38.7%

+21.9%3 years · per year$10,000 became $18,128 · $17,414+20.3%

+12.0%5 years · per year$10,000 became $17,618 · $16,375+10.4%

0.13%Expense ratio$13 · $6 a year on $10k · lower is better0.06%

1.77%Trailing 12-mo yield$177 · $298 a year on $10k2.98%

−8.6%Worst dropSmaller is better−6.9%

14.5%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

VFVA vs SCHD: Top 5 Holdings

Today

VFVA

4.0%in top 5

SCHD

in top 521.7%

VFVAStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.9%BMYnot top 5

0.8%PFEnot top 5

0.8%EOGnot top 5

0.8%Tnot top 5

0.7%VZnot top 5

Held in common10.1%

End-of-day Nov 5, 2026 · share of each fund

VFVA vs SCHD Returns, Every Period

VanguardVFVA

+12.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

VFVASCHDFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VFVA vs SCHD

YTD

VanguardVFVA

+23.3%

SCHDSchwab

+32.3%

+23.3%Year to date+32.3%

−8.6%Worst drop · 1Y−6.9%

14.5%Volatility · 1Y11.7%

1.8%Yield3.0%

$897MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VFVA, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VFVA0.13%$13

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VFVA, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VFVA1.77%$177

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VFVA$177 − $13 = $164

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VFVA, SCHD

Today

10.1%most shared, VFVA and SCHD

VFVASCHD

VFVA—10.1%

SCHD10.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VFVAWorst drop−8.6%14.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVFVA

+32.3%Year to date+23.3%

3.0%Yield1.8%

+38.7%Past year+32.3%

0.06%Fee0.13%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026