SCHD vs BVAL

ASCHD

BBVAL

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,418SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.7%BVAL · worst fall in 1Y

Held in common0.0%SCHD and BVAL

SCHD

BVAL

Schwab U.S. Dividend Equity ETF · $123BBluemonte Large Cap Value ETF · $318M

+19.9%3 years · per year$17,234 · […][…]

+10.4%5 years · per year$16,418 · […][…]

0.06%Expense ratio$6 · $29 on $10k · lower wins0.29%

2.93%12-mo yield$293 · $113 on $10k1.13%

−6.9%Worst dropSmaller wins

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	BBVAL	Bluemonte Large Cap Value ETFRead Desk		0.29%	1.13%	+0.7%	+18.2%	+20.5%	new	new	−6.7%	$318M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	BBVAL	Bluemonte Large Cap Value ETFRead Desk		0.29%	1.13%	+0.7%	+18.2%	+20.5%	new	new	−6.7%	$318M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs BVAL

SCHD

Schwab U.S. Dividend Equity

$16,418

BVAL

Bluemonte Large Cap Value

[…]

MeasureSCHDBVAL

Fee0.06%0.29%

Cost on $10k a year$6$29

Yield2.93%1.13%

5 years, per year+10.4%[…]

3 years, per year+19.9%[…]

Worst drop · 1Y−6.9%−6.7%

Volatility · 1Y11.8%10.9%

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SCHD vs BVAL

Both

Both

$10,000 in SCHD, BVAL

Overlap: SCHD, BVAL

SCHD vs BVAL

SCHD vs VIG

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Overlap: SCHD, BVAL

Income After Fees on $10,000