Compare · 4 funds side by side · dividends reinvested

VIG, SVAL, SCHD and VUG

VIGVanguard×SVALiShares×SCHDSchwab×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

VIG, SVAL, SCHD and VUG, 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%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.5

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.23%+23.2%+29.8%+20.6%+8.4%−9.0%15.4%$159M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: VIG 2006 · SVAL 2020 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,331

VIG

SVAL

iShares US Small Cap Value Factor ETF · $159M$14,959

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

VIGMeasureSVAL

+12.5%Year to dateJan 1 → Nov 5+23.2%

+15.2%1 yearTotal return+29.8%

+18.9%3 years · per year$10,000 became $16,814 · $17,555+20.6%

+10.3%5 years · per year$10,000 became $16,331 · $14,959+8.4%

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

1.49%Trailing 12-mo yield$149 · $223 a year on $10k2.23%

−7.9%Worst dropSmaller is better−9.0%

10.8%VolatilityLower is calmer15.4%

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

4–4Level

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

More Ways to See the Pairs

VIG vs SVAL: Top 5 Holdings

Today

VIG

22.1%in top 5

SVAL

in top 54.3%

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

not top 5NSIT0.9%

not top 5AMN0.9%

not top 5CBRL0.9%

not top 5FIVN0.8%

not top 5OSPN0.8%

Held in common0.2%

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

VIG vs SVAL Returns, Every Period

VanguardVIG

+10.3%

5 years, per year

SVALiShares

+8.4%

5 years, per year

VIGSVALFaded: behind in that period

1–3SVAL wins

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

VIG vs SCHD

YTD

VanguardVIG

+12.5%

SCHDSchwab

+32.3%

+12.5%Year to date+32.3%

−7.9%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y11.7%

1.5%Yield3.0%

$109BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: VIG, SVAL, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SCHD0.06%$6

SVAL0.20%$20

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

Yields: VIG, SVAL, SCHD, VUG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

SVAL2.23%$223

VIG1.49%$149

VUG0.43%$43

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SVAL$223 − $20 = $203

VIG$149 − $4 = $145

VUG$43 − $3 = $40

KeptFee

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

Overlap: VIG, SVAL, SCHD, VUG

Today

26.4%most shared, VIG and VUG

VIGSVALSCHDVUG

VIG—0.2%14.5%26.4%

SVAL0.2%—0.4%0.0%

SCHD14.5%0.4%—0.8%

VUG26.4%0.0%0.8%—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

SVALWorst drop−9.0%15.4% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SCHDSVAL

+32.3%Year to date+23.2%

3.0%Yield2.2%

+38.7%Past year+29.8%

0.06%Fee0.20%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026