Compare · 3 funds side by side · dividends reinvested

VTV, SCHV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

VTV, SCHV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.1

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.84%+16.6%+21.2%+20.5%+10.0%−6.9%11.8%$15.9B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.6

Rank among the three1st → 3rdFee, 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: VTV 2004 · SCHV 2009 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$17,626

VTV

SCHV

Schwab U.S. Large-Cap Value ETF · $15.9B$16,084

$10,000 five years ago, dividends reinvested · they hold 74.6% in common

VTVMeasureSCHV

+19.0%Year to dateJan 1 → Nov 5+16.6%

+24.0%1 yearTotal return+21.2%

+21.3%3 years · per year$10,000 became $17,832 · $17,488+20.5%

+12.0%5 years · per year$10,000 became $17,626 · $16,084+10.0%

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

1.86%Trailing 12-mo yield$186 · $184 a year on $10k1.84%

−6.4%Worst dropSmaller is better−6.9%

10.7%VolatilityLower is calmer11.8%

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

8–0VTV wins

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

More Ways to See the Pairs

VTV vs SCHV: Top 5 Holdings

Today

VTV

15.8%in top 5

SCHV

in top 512.8%

VTVStockSCHV

4.6%MUnot top 5

2.9%BRK-B3.5%

3.3%JPM3.0%

2.6%XOM2.3%

2.4%JNJ2.2%

not top 5WMT1.9%

Held in common74.6%

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

VTV vs SCHV Returns, Every Period

VanguardVTV

+12.0%

5 years, per year

SCHVSchwab

+10.0%

5 years, per year

VTVSCHVFaded: behind in that period

4–0VTV wins

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

Stocks vs Core: VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

−6.4%Worst drop · 1Y−6.9%

10.7%Volatility · 1Y11.8%

1.9%Yield1.8%

$184BAssets$15.9B

4–0VTV wins

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

Cost, Income and Risk

Fees: VTV, SCHV, SPY

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHV0.04%$4

SPY0.09%$9

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

Yields: VTV, SCHV, SPY

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

SCHV1.84%$184

SPY1.03%$103

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

SCHV$184 − $4 = $180

SPY$103 − $9 = $94

KeptFee

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

Overlap: VTV, SCHV, SPY

Today

74.6%most shared, VTV and SCHV

VTVSCHVSPY

VTV—74.6%43.4%

SCHV74.6%—42.7%

SPY43.4%42.7%—

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

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SCHVWorst drop−6.9%11.8% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

VTVSCHV

+19.0%Year to date+16.6%

1.9%Yield1.8%

+24.0%Past year+21.2%

0.03%Fee0.04%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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