Compare · 3 funds side by side · dividends reinvested

VIG, SVAL and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,653VIG · best of the three

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

Story of the three · RiskSmallest drop

VIG, SVAL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B2.1

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$162M2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: VIG 2006 · SVAL 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $162M$14,577

SVAL

VIG

Vanguard Dividend Appreciation ETF · $109B$16,653

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

SVAL

More Ways to See the Pairs

SVAL vs VIG: Top 5 Holdings

Today

SVAL

4.1%in top 5

VIG

in top 522.1%

SVALStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Cost, Income and Risk

Fees: VIG, SVAL, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SVAL0.20%$20

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: VIG, SVAL, SCHD

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

VIG

+25.9%Year to dateJan 1 → Nov 11+16.0%

+30.9%1 yearTotal return+17.8%

+19.3%3 years · per year$10,000 became $16,990 · $16,811+18.9%

+7.8%5 years · per year$10,000 became $14,577 · $16,653+10.7%

0.20%Expense ratio$20 · $4 a year on $10k · lower is better0.04%

2.19%Trailing 12-mo yield$219 · $145 a year on $10k1.45%

−9.0%Worst dropSmaller is better−7.9%

15.5%VolatilityLower is calmer11.0%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%PGNYnot top 5

0.8%LFSTnot top 5

Held in common0.2%

End-of-day Nov 11, 2026 · share of each fund

SVAL vs VIG Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

SVALVIGFaded: behind in that period

3–1SVAL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SVAL vs SCHD

YTD

iSharesSVAL

+25.9%

SCHDSchwab

+34.6%

+25.9%Year to date+34.6%

−9.0%Worst drop · 1Y−6.9%

15.5%Volatility · 1Y11.8%

2.2%Yield2.9%

$162MAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

SVAL2.19%$219

VIG1.45%$145

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

SVAL$219 − $20 = $199

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VIG, SVAL, SCHD

Today

14.5%most shared, VIG and SCHD

VIGSVALSCHD

VIG—0.2%14.5%

SVAL0.2%—0.3%

SCHD14.5%0.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

SVALWorst drop−9.0%15.5% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSVAL

+34.6%Year to date+25.9%

2.9%Yield2.2%

+39.3%Past year+30.9%

0.06%Fee0.20%

4–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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VIG, SVAL and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three