IVOV vs SCHD5YIVOVIVOVAvsBSCHDSCHDVanguard S&P Mid-Cap 400 Value ETF · $1.2BSchwab U.S. Dividend Equity ETF · $122BReturns · dividends in+15.8%3 years · per year$15,531 · $17,062+19.5%+7.9%5 years · per year$14,612 · $16,428+10.4%Cost and income0.10%Expense ratio$10 · $6 on $10k · lower wins0.06%1.61%12-mo yield$161 · $294 on $10k
Overlap: IVOV, SCHD, VUGToday3.3%most shared, IVOV and SCHDIVOVSCHDVUGIVOV—3.3%0.0%SCHD3.3%—0.8%VUG0.0%0.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
IVOV vs SCHD5YAIVOVVanguard S&P Mid-Cap 400 Value$14,612vsSCHDBSchwab U.S. Dividend Equity$16,428$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3AIVOVVanguard S&P Mid-Cap 400 Value ETFReadDesk0.10%1.61%−0.3%+12.9%+16.7%+15.8%+7.9%−10.6%$1.2BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3AIVOVVanguard S&P Mid-Cap 400 Value ETFReadDesk0.10%1.61%−0.3%+12.9%+16.7%+15.8%+7.9%−10.6%$1.2BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: IVOV, SCHD, VUGToday3.3%most shared, IVOV and SCHDIVOVSCHDVUGIVOV—3.3%0.0%SCHD3.3%—0.8%VUG0.0%0.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$288most kept, SCHDSCHD$294 − $6 = $288IVOV$161 − $10 = $151VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee