Compare · 2 funds side by side · dividends reinvested

VOT and SCHD

VOTVanguard×SCHDSchwab×

Versus in desk

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

02 / 04

VOT and SCHD, 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%$123B1.1

Vanguard Morningstar Mid-Cap Growth ETFUS Stock Styles · Mid cap0.05%0.64%−0.7%−3.0%+15.4%+2.3%−13.4%18.6%$19.2B1.9

Rank among the two1st → 2ndFee, 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: VOT 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap Growth ETF · $19.2B$11,180

VOT

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

VOTMeasureSCHD

−0.7%Year to dateJan 1 → Nov 5+32.3%

−3.0%1 yearTotal return+38.7%

+15.4%3 years · per year$10,000 became $15,381 · $17,414+20.3%

+2.3%5 years · per year$10,000 became $11,180 · $16,375+10.4%

0.05%Expense ratio$5 · $6 a year on $10k · lower is better0.06%

0.64%Trailing 12-mo yield$64 · $298 a year on $10k2.98%

−13.4%Worst dropSmaller is better−6.9%

18.6%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

VOT vs SCHD: Top 5 Holdings

Today

VOT

11.4%in top 5

SCHD

in top 521.7%

VOTStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

2.6%NETnot top 5

2.3%PWRnot top 5

2.2%VRTnot top 5

2.2%DDOGnot top 5

2.1%HWMnot top 5

Held in common2.9%

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

VOT vs SCHD Returns, Every Period

VanguardVOT

+2.3%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

VOTSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: VOT vs SCHD

YTD

VanguardVOT

−0.7%

SCHDSchwab

+32.3%

−0.7%Year to date+32.3%

−13.4%Worst drop · 1Y−6.9%

18.6%Volatility · 1Y11.7%

0.6%Yield3.0%

$19.2BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: VOT, SCHD

Today

0.05%lowest, VOT

FundExpense ratioFee$10k

VOT0.05%$5

SCHD0.06%$6

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

Yields: VOT, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VOT0.64%$64

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VOT$64 − $5 = $59

KeptFee

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

Overlap: VOT, SCHD

Today

2.9%most shared, VOT and SCHD

VOTSCHD

VOT—2.9%

SCHD2.9%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VOTWorst drop−13.4%18.6% vol

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

Paid More vs Made More

YTD

SCHDVOT

+32.3%Year to date−0.7%

3.0%Yield0.6%

+38.7%Past year−3.0%

0.06%Fee0.05%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026