Compare · 2 funds side by side · dividends reinvested

VGSH and SCHD

VGSHVanguard×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

VGSH and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Short-Term Treasury ETFBonds & Cash · Treasuries0.03%3.78%+1.4%+2.1%+4.2%+2.1%−0.9%1.3%$35.1B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: VGSH 2009 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Short-Term Treasury ETF · $35.1B$11,089

VGSH

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested

VGSHMeasureSCHD

+1.4%Year to dateJan 1 → Nov 3+32.8%

+2.1%1 yearTotal return+37.6%

+4.2%3 years · per year$10,000 became $11,318 · $17,784+21.2%

+2.1%5 years · per year$10,000 became $11,089 · $16,352+10.3%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

3.78%Trailing 12-mo yield$378 · $297 a year on $10k2.97%

−0.9%Worst dropSmaller is better−6.9%

1.3%VolatilityLower is calmer11.4%

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

4–4Level

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

More Ways to See the Pairs

VGSH vs SCHD: Top 5 Holdings

Today

VGSH

[…]in top 5

SCHD

in top 521.4%

VGSHStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

VGSH vs SCHD Returns, Every Period

VanguardVGSH

+2.1%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

VGSHSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Bonds vs Income: VGSH vs SCHD

YTD

VanguardVGSH

+1.4%

SCHDSchwab

+32.8%

+1.4%Year to date+32.8%

−0.9%Worst drop · 1Y−6.9%

1.3%Volatility · 1Y11.4%

3.8%Yield3.0%

$35.1BAssets$121B

3–1VGSH wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VGSH, SCHD

Today

0.03%lowest, VGSH

FundExpense ratioFee$10k

VGSH0.03%$3

SCHD0.06%$6

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VGSH, SCHD

3.78%highest, VGSH

FundTrailing yieldYield$10k

VGSH3.78%$378

SCHD2.97%$297

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$375most kept, VGSH

VGSH$378 − $3 = $375

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VGSH, SCHD

Today

[…]holdings […]

VGSHSCHD

VGSH—[…]

SCHD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

VGSHWorst drop−0.9%1.3% vol

SCHDWorst drop−6.9%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VGSHSCHD

+1.4%Year to date+32.8%

3.8%Yield3.0%

+2.1%Past year+37.6%

0.03%Fee0.06%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026