Compare · 2 funds side by side · dividends reinvested

VSLU and SCHD

VSLUApplied Finance×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,243VSLU · best of the two

02 / 04

VSLU and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.3

Applied Finance Valuation Large Cap ETFUS Stock Styles · Large cap0.49%0.41%+13.1%+15.1%+24.9%+14.0%−9.2%12.8%$587M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: VSLU 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Applied Finance Valuation Large Cap ETF · $587M$19,243

VSLU

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

VSLUMeasureSCHD

+13.1%Year to dateJan 1 → Nov 4+35.3%

+15.1%1 yearTotal return+41.6%

+24.9%3 years · per year$10,000 became $19,505 · $17,908+21.4%

+14.0%5 years · per year$10,000 became $19,243 · $16,881+11.0%

0.49%Expense ratio$49 · $6 a year on $10k · lower is better0.06%

0.41%Trailing 12-mo yield$41 · $291 a year on $10k2.91%

−9.2%Worst dropSmaller is better−6.9%

12.8%VolatilityLower is calmer11.5%

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

2–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VSLU vs SCHD: Top 5 Holdings

Today

VSLU

36.7%in top 5

SCHD

in top 521.6%

VSLUStockSCHD

10.0%AAPLnot top 5

9.3%NVDAnot top 5

8.2%MSFTnot top 5

4.9%GOOGLnot top 5

not top 5TXN4.8%

not top 5PG4.3%

4.2%METAnot top 5

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common9.2%

End-of-day Nov 4, 2026 · share of each fund

VSLU vs SCHD Returns, Every Period

Applied FinanceVSLU

+14.0%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

VSLUSCHDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VSLU vs SCHD

YTD

Applied FinanceVSLU

+13.1%

SCHDSchwab

+35.3%

+13.1%Year to date+35.3%

−9.2%Worst drop · 1Y−6.9%

12.8%Volatility · 1Y11.5%

0.4%Yield2.9%

$587MAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VSLU, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VSLU0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VSLU, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VSLU0.41%$41

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VSLU$41 − $49 = −$8

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VSLU, SCHD

Today

9.2%most shared, VSLU and SCHD

VSLUSCHD

VSLU—9.2%

SCHD9.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

VSLUWorst drop−9.2%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVSLU

+35.3%Year to date+13.1%

2.9%Yield0.4%

+41.6%Past year+15.1%

0.06%Fee0.49%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026