Compare · 3 funds side by side · dividends reinvested

VO, SCHD and IJH

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

02 / 04

VO, SCHD and IJH, 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%$120B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.6

Rank among the three1st → 3rdFee, 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: VO 2004 · SCHD 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

VOMeasureSCHD

+10.6%Year to dateJan 1 → Nov 6+31.4%

+11.6%1 yearTotal return+37.0%

+18.6%3 years · per year$10,000 became $16,701 · $17,266+20.0%

+6.3%5 years · per year$10,000 became $13,590 · $16,267+10.2%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.39%Trailing 12-mo yield$139 · $300 a year on $10k3.00%

−8.2%Worst dropSmaller is better−6.9%

12.9%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

VO vs SCHD: Top 5 Holdings

Today

5.3%in top 5

SCHD

in top 521.4%

VOStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common6.9%

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

VO vs SCHD Returns, Every Period

VanguardVO

+6.3%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

VOSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: VO vs SCHD

YTD

VanguardVO

+10.6%

SCHDSchwab

+31.4%

+10.6%Year to date+31.4%

−8.2%Worst drop · 1Y−6.9%

12.9%Volatility · 1Y11.7%

1.4%Yield3.0%

$103BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: VO, SCHD, IJH

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

SCHD0.06%$6

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

Yields: VO, SCHD, IJH

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VO1.39%$139

IJH1.26%$126

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VO$139 − $3 = $136

IJH$126 − $5 = $121

KeptFee

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

Overlap: VO, SCHD, IJH

Today

6.9%most shared, VO and SCHD

VOSCHDIJH

VO—6.9%0.2%

SCHD6.9%—3.5%

IJH0.2%3.5%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VOWorst drop−8.2%12.9% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

SCHDVO

+31.4%Year to date+10.6%

3.0%Yield1.4%

+37.0%Past year+11.6%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026