Compare · 3 funds side by side · dividends reinvested

ZDIS, SCHD and VTV

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

02 / 04

ZDIS, SCHD and VTV, 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%$123B1.6

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFUS Stock Styles · Growth0.75%0.00%[…][…][…][…][…][…]$60M3.0

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: ZDIS 2015 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $60M[…]

ZDIS

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ZDISMeasureSCHD

[…]Year to dateJan 1 → Nov 5+35.3%

[…]1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $291 a year on $10k2.91%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.5%

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

0–2SCHD wins

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

More Ways to See the Pairs

ZDIS vs SCHD: Top 5 Holdings

Today

ZDIS

38.7%in top 5

SCHD

in top 521.7%

ZDISStockSCHD

9.3%TSLAnot top 5

8.9%SHOPnot top 5

8.6%NVDAnot top 5

6.6%MELInot top 5

5.2%SNOWnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.0%

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

ZDIS vs SCHD Returns, Every Period

VirtusZDIS

[…]

past year

SCHDSchwab

+41.6%

past year

Returns […]

ZDISSCHDFaded: behind in that period

0–0Level

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

Stocks vs Income: ZDIS vs SCHD

YTD

VirtusZDIS

[…]

SCHDSchwab

+35.3%

[…]Year to date+35.3%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.5%

0.0%Yield2.9%

$60.4MAssets$123B

1–0SCHD wins

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

Cost, Income and Risk

Fees: ZDIS, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

ZDIS0.75%$75

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

Yields: ZDIS, SCHD, VTV

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VTV1.80%$180

ZDIS0.00%$0

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VTV$180 − $3 = $177

ZDIS$0 − $75 = −$75

KeptFee

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

Overlap: ZDIS, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

ZDISSCHDVTV

ZDIS—0.0%0.0%

SCHD0.0%—17.9%

VTV0.0%17.9%—

End-of-day Nov 5, 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

ZDISWorst drop[…][…]

End-of-day Nov 5, 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 5, 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 5, 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 5, 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 5, 2026