Compare · 3 funds side by side · dividends reinvested

VTV, SCHD and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,885VTV · best of the three

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

Story of the three · RiskSmallest drop

VTV, SCHD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$126B2.9

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

End-of-day Nov 12, 2026 · returns include dividends · since: VTV 2004 · SCHD 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Value ETF · $184B$17,885

VTV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 17.9% in common

VTVMeasure

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VTV vs SCHD: Top 5 Holdings

Today

VTV

15.8%in top 5

SCHD

in top 521.7%

VTVStockSCHD

not top 5TXN4.7%

4.6%MUnot top 5

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

Cost, Income and Risk

Fees: VTV, SCHD, IJH

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJH0.05%$5

SCHD0.06%$6

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: VTV, SCHD, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SCHD

+21.7%Year to dateJan 1 → Nov 12+34.2%

+24.0%1 yearTotal return+36.8%

+21.2%3 years · per year$10,000 became $17,795 · $17,257+19.9%

+12.3%5 years · per year$10,000 became $17,885 · $16,429+10.4%

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

1.82%Trailing 12-mo yield$182 · $293 a year on $10k2.93%

−6.4%Worst dropSmaller is better−6.9%

10.8%VolatilityLower is calmer11.7%

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

5–3VTV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMGN4.1%

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOMnot top 5

2.4%JNJnot top 5

Held in common17.9%

End-of-day Nov 12, 2026 · share of each fund

VTV vs SCHD Returns, Every Period

5Y

VanguardVTV

+12.3%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

VTVSCHDFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VTV vs SCHD

YTD

VanguardVTV

+21.7%

SCHDSchwab

+34.2%

+21.7%Year to date+34.2%

−6.4%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y11.7%

1.8%Yield2.9%

$184BAssets$123B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VTV1.82%$182

IJH1.22%$122

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VTV$182 − $3 = $179

IJH$122 − $5 = $117

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VTV, SCHD, IJH

Today

17.9%most shared, VTV and SCHD

VTVSCHDIJH

VTV—17.9%0.2%

SCHD17.9%—3.5%

IJH0.2%3.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.7% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+34.2%Year to date+21.7%

2.9%Yield1.8%

+36.8%Past year+24.0%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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VTV, SCHD and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three