Compare · 3 funds side by side · dividends reinvested

VTV, SCHD and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

VTV, SCHD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B2.8

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

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$18,352

VTV

SCHD

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

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

VTVMeasureSCHD

+22.8%Year to dateJan 1 → Nov 4+35.3%

+27.5%1 yearTotal return+41.6%

+22.9%3 years · per year$10,000 became $18,551 · $17,908+21.4%

+12.9%5 years · per year$10,000 became $18,352 · $16,881+11.0%

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

1.80%Trailing 12-mo yield$180 · $291 a year on $10k2.91%

−6.4%Worst dropSmaller is better−6.9%

10.2%VolatilityLower is calmer11.5%

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

5–3VTV wins

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

More Ways to See the Pairs

VTV vs SCHD: Top 5 Holdings

Today

VTV

15.8%in top 5

SCHD

in top 521.6%

VTVStockSCHD

not top 5TXN4.8%

4.6%MUnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

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 4, 2026 · share of each fund

VTV vs SCHD Returns, Every Period

VanguardVTV

+12.9%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

VTVSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: VTV vs SCHD

YTD

VanguardVTV

+22.8%

SCHDSchwab

+35.3%

+22.8%Year to date+35.3%

−6.4%Worst drop · 1Y−6.9%

10.2%Volatility · 1Y11.5%

1.8%Yield2.9%

$184BAssets$123B

2–2level

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

Cost, Income and Risk

Fees: VTV, SCHD, VO

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VO0.03%$3

SCHD0.06%$6

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

Yields: VTV, SCHD, VO

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VTV1.80%$180

VO1.34%$134

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VTV$180 − $3 = $177

VO$134 − $3 = $131

KeptFee

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

Overlap: VTV, SCHD, VO

Today

28.5%most shared, VTV and VO

VTVSCHDVO

VTV—17.9%28.5%

SCHD17.9%—6.9%

VO28.5%6.9%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VTVWorst drop−6.4%10.2% vol

SCHDWorst drop−6.9%11.5% vol

VOWorst drop−8.2%12.4% vol

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

Paid More vs Made More

YTD

SCHDVTV

+35.3%Year to date+22.8%

2.9%Yield1.8%

+41.6%Past year+27.5%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV 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