Compare · 3 funds side by side · dividends reinvested

VIG, PVAL and SCHD

VIGVanguard×PVALFranklin Templeton×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,148PVAL · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

VIG, PVAL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.8

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.86%+21.8%+26.0%+25.3%+16.2%−7.2%11.5%$15.9B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: VIG 2006 · PVAL 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Putnam Focused Large Cap Value ETF · $15.9B$21,148

PVAL

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 7.0% in common

PVAL

More Ways to See the Pairs

PVAL vs SCHD: Top 5 Holdings

Today

PVAL

28.4%in top 5

SCHD

in top 521.7%

PVALStockSCHD

9.5%MSFTnot top 5

7.2%AAPLnot top 5

not top 5TXN4.7%

4.6%AMZNnot top 5

not top 5PG4.4%

Cost, Income and Risk

Fees: VIG, PVAL, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

PVAL0.56%$56

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: VIG, PVAL, SCHD

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SCHD

+21.8%Year to dateJan 1 → Nov 12+34.2%

+26.0%1 yearTotal return+36.8%

+25.3%3 years · per year$10,000 became $19,682 · $17,257+19.9%

+16.2%5 years · per year$10,000 became $21,148 · $16,429+10.4%

0.56%Expense ratio$56 · $6 a year on $10k · lower is better0.06%

0.86%Trailing 12-mo yield$86 · $293 a year on $10k2.93%

−7.2%Worst dropSmaller is better−6.9%

11.5%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.9%XOMnot top 5

3.2%Cnot top 5

Held in common7.0%

End-of-day Nov 12, 2026 · share of each fund

PVAL vs SCHD Returns, Every Period

5Y

Franklin TempletonPVAL

+16.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

PVALSCHDFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: PVAL vs SCHD

YTD

Franklin TempletonPVAL

+21.8%

SCHDSchwab

+34.2%

+21.8%Year to date+34.2%

−7.2%Worst drop · 1Y−6.9%

11.5%Volatility · 1Y11.7%

0.9%Yield2.9%

$15.9BAssets$123B

3–1SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VIG1.45%$145

PVAL0.86%$86

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

PVAL$86 − $56 = $30

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VIG, PVAL, SCHD

Today

25.7%most shared, VIG and PVAL

VIGPVALSCHD

VIG—25.7%14.5%

PVAL25.7%—7.0%

SCHD14.5%7.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VIGWorst drop−7.9%11.0% vol

PVALWorst drop−7.2%11.5% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDPVAL

+34.2%Year to date+21.8%

2.9%Yield0.9%

+36.8%Past year+26.0%

0.06%Fee0.56%

4–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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VIG, PVAL and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three