Compare · 2 funds side by side · dividends reinvested

VHT and SCHD

VHTVanguard×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

VHT and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.0

Vanguard Health Care ETFSectors · Health care0.09%1.35%+19.8%+27.4%+16.4%+7.3%−10.4%16.3%$19.1B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: VHT 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

VHT

Vanguard Health Care ETF · $19.1B$14,205

$10,000 five years ago, dividends reinvested · they hold 15.1% in common

SCHDMeasureVHT

+31.4%Year to dateJan 1 → Nov 6+19.8%

+37.0%1 yearTotal return+27.4%

+20.0%3 years · per year$10,000 became $17,266 · $15,781+16.4%

+10.2%5 years · per year$10,000 became $16,267 · $14,205+7.3%

0.06%Expense ratio$6 · $9 a year on $10k · lower is better0.09%

3.00%Trailing 12-mo yield$300 · $135 a year on $10k1.35%

−6.9%Worst dropSmaller is better−10.4%

11.7%VolatilityLower is calmer16.3%

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

8–0SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs VHT: Top 5 Holdings

Today

SCHD

21.4%in top 5

VHT

in top 537.8%

SCHDStockVHT

not top 5LLY12.9%

not top 5JNJ8.8%

not top 5ABBV6.5%

not top 5MRK5.0%

not top 5UNH4.7%

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common15.1%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs VHT Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

VHTVanguard

+7.3%

5 years, per year

SCHDVHTFaded: behind in that period

4–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Sector: SCHD vs VHT

YTD

SchwabSCHD

+31.4%

VHTVanguard

+19.8%

+31.4%Year to date+19.8%

−6.9%Worst drop · 1Y−10.4%

11.7%Volatility · 1Y16.3%

3.0%Yield1.4%

$120BAssets$19.1B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VHT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VHT0.09%$9

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VHT, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VHT1.35%$135

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VHT$135 − $9 = $126

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VHT, SCHD

Today

15.1%most shared, VHT and SCHD

VHTSCHD

VHT—15.1%

SCHD15.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VHTWorst drop−10.4%16.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVHT

+31.4%Year to date+19.8%

3.0%Yield1.4%

+37.0%Past year+27.4%

0.06%Fee0.09%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026