HDV vs SCHD

AHDV

BSCHD

Measures won4–1HDV wins · of 6 · 5Y

$10,000 · 5Y$18,515HDV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income3.14%HDV · $314 on $10k

Smallest drop−6.4%HDV · worst fall in 1Y

Held in common42.9%HDV and SCHD

HDV

SCHD

iShares Core High Dividend ETF · $16.4BSchwab U.S. Dividend Equity ETF · $122B

+20.2%3 years · per year$17,348 · $17,123+19.6%

+13.1%5 years · per year$18,515 · $16,459+10.5%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

3.14%12-mo yield$314 · $296 on $10k2.96%

−6.4%Worst dropSmaller wins−6.9%

11.8%VolatilityLower wins11.8%

4–1HDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHDV · SCHD

5.7%PG4.4%

4.5%KO4.3%

4.9%HD4.3%

4.1%PEP4.0%

Held in common42.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AHDV	iShares Core High Dividend ETFRead Desk	0.08%	3.14%	+0.7%	+28.8%	+33.6%	+20.2%	+13.1%	−6.4%	$16.4B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AHDV	iShares Core High Dividend ETFRead Desk	0.08%	3.14%	+0.7%	+28.8%	+33.6%	+20.2%	+13.1%	−6.4%	$16.4B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HDV vs SCHD

HDV

iShares Core High Dividend

$18,515

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureHDVSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield3.14%2.96%

5 years, per year+13.1%+10.5%

3 years, per year+20.2%+19.6%

Worst drop · 1Y−6.4%−6.9%

Volatility · 1Y11.8%11.8%

4–1measures won
HDV first

42.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: HDV, SCHD, VOO

Today

42.9%most shared, HDV and SCHD

HDVSCHDVOO

HDV—42.9%8.9%

SCHD42.9%—7.6%

VOO8.9%7.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$306most kept, HDV

HDV$314 − $8 = $306

SCHD$296 − $6 = $290

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee