Compare · 2 funds side by side · dividends reinvested

VSMV and SCHD

VSMVVictoryShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,109VSMV · best of the two

02 / 04

VSMV 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%$121B1.4

VictoryShares US Multi-Factor Minimum Volatility ETFUS Stock Styles · Factor0.41%1.28%+14.2%+18.0%+18.9%+11.3%−5.2%9.5%$162M1.6

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: VSMV 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Multi-Factor Minimum Volatility ETF · $162M$17,109

VSMV

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 21.4% in common

VSMVMeasureSCHD

+14.2%Year to dateJan 1 → Nov 4+35.3%

+18.0%1 yearTotal return+41.6%

+18.9%3 years · per year$10,000 became $16,815 · $17,908+21.4%

+11.3%5 years · per year$10,000 became $17,109 · $16,881+11.0%

0.41%Expense ratio$41 · $6 a year on $10k · lower is better0.06%

1.28%Trailing 12-mo yield$128 · $291 a year on $10k2.91%

−5.2%Worst dropSmaller is better−6.9%

9.5%VolatilityLower is calmer11.5%

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

3–5SCHD wins

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

More Ways to See the Pairs

VSMV vs SCHD: Top 5 Holdings

Today

VSMV

25.3%in top 5

SCHD

in top 521.6%

VSMVStockSCHD

9.8%AAPLnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

4.0%XOMnot top 5

3.8%LMTnot top 5

3.8%JNJnot top 5

3.8%INTUnot top 5

Held in common21.4%

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

VSMV vs SCHD Returns, Every Period

VictorySharesVSMV

+11.3%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

VSMVSCHDFaded: behind in that period

1–3SCHD wins

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

Stocks vs Income: VSMV vs SCHD

YTD

VictorySharesVSMV

+14.2%

SCHDSchwab

+35.3%

+14.2%Year to date+35.3%

−5.2%Worst drop · 1Y−6.9%

9.5%Volatility · 1Y11.5%

1.3%Yield2.9%

$162MAssets$121B

2–2level

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

Cost, Income and Risk

Fees: VSMV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VSMV0.41%$41

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

Yields: VSMV, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VSMV1.28%$128

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VSMV$128 − $41 = $87

KeptFee

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

Overlap: VSMV, SCHD

Today

21.4%most shared, VSMV and SCHD

VSMVSCHD

VSMV—21.4%

SCHD21.4%—

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

VSMVWorst drop−5.2%9.5% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

SCHDVSMV

+35.3%Year to date+14.2%

2.9%Yield1.3%

+41.6%Past year+18.0%

0.06%Fee0.41%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026