Compare · 4 funds side by side · dividends reinvested

VIG, SVAL, SCHD and VTV

VIGVanguard×SVALiShares×SCHDSchwab×VTVVanguard×

02 / 04

−0.1%

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

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

Story of the four · RiskSmallest drop

VIG, SVAL, 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%$184B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B3.1

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.1%+29.4%+20.1%+7.4%−9.0%15.5%$163M3.1

Rank among the four1st → 4thFee, 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: VIG 2006 · SVAL 2020 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,513

VIG

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VIG vs SVAL: Top 5 Holdings

Today

VIG

22.1%in top 5

SVAL

in top 54.2%

VIGStockSVAL

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Cost, Income and Risk

Fees: VIG, SVAL, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

SCHD0.06%$6

SVAL0.20%$20

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

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VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SVAL

iShares US Small Cap Value Factor ETF · $163M$14,289

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

VIGMeasureSVAL

+16.0%Year to dateJan 1 → Nov 13+25.1%

+16.3%1 yearTotal return+29.4%

+18.9%3 years · per year$10,000 became $16,797 · $17,339+20.1%

+10.6%5 years · per year$10,000 became $16,513 · $14,289+7.4%

0.04%Expense ratio$4 · $20 a year on $10k · lower is better0.20%

1.45%Trailing 12-mo yield$145 · $220 a year on $10k2.20%

−7.9%Worst dropSmaller is better−9.0%

11.0%VolatilityLower is calmer15.5%

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

4–4Level

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

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5IBEX0.8%

not top 5AZTA0.8%

Held in common0.2%

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

VIG vs SVAL Returns, Every Period

5Y

VanguardVIG

+10.6%

5 years, per year

SVALiShares

+7.4%

5 years, per year

VIGSVALFaded: behind in that period

1–3SVAL wins

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

VIG vs SCHD

YTD

VanguardVIG

+16.0%

SCHDSchwab

+34.9%

+16.0%Year to date+34.9%

−7.9%Worst drop · 1Y−6.9%

11.0%Volatility · 1Y11.7%

1.4%Yield2.9%

$109BAssets$124B

3–1SCHD wins

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

Yields: VIG, SVAL, SCHD, VTV

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

SVAL2.20%$220

VTV1.81%$181

VIG1.45%$145

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

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

SVAL$220 − $20 = $200

VTV$181 − $3 = $178

VIG$145 − $4 = $141

KeptFee

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

Overlap: VIG, SVAL, SCHD, VTV

Today

51.5%most shared, VIG and VTV

VIGSVALSCHDVTV

VIG—0.2%14.5%51.5%

SVAL0.2%—0.3%0.0%

SCHD14.5%0.3%—17.9%

VTV51.5%0.0%17.9%—

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

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.8% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

SVALWorst drop−9.0%15.5% vol

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

Paid More vs Made More

YTD

SCHDSVAL

+34.9%Year to date+25.1%

2.9%Yield2.2%

+37.5%Past year+29.4%

0.06%Fee0.20%

4–0SCHD wins

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$46.0BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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VIG, SVAL, SCHD and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four