SCHD vs SMLF5YSCHDSCHDAvsBSMLFSMLFSchwab U.S. Dividend Equity ETF · $123BiShares U.S. Small-Cap Equity Factor ETF · $4.3BReturns · dividends in+19.9%3 years · per year$17,234 · $17,691+20.9%+10.4%5 years · per year$16,418 · $15,676+9.4%Cost and income0.06%Expense ratio$6 · $15 on $10k · lower wins0.15%2.93%
Overlap: SCHD, SMLF, VTVToday17.9%most shared, SCHD and VTVSCHDSMLFVTVSCHD—2.6%17.9%SMLF2.6%—0.1%VTV17.9%0.1%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
SCHD vs SMLF5YASCHDSchwab U.S. Dividend Equity$16,418vsSMLFBiShares U.S. Small-Cap Equity Factor$15,676$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▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+1.0%+22.3%+25.5%+21.2%+12.3%−6.4%$184.2B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3BSMLFiShares U.S. Small-Cap Equity Factor ETFReadDesk0.15%0.98%+0.9%+16.5%+17.6%+20.9%+9.4%−8.7%$4.3BEnd-of-day Nov 11, 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▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+1.0%+22.3%+25.5%+21.2%+12.3%−6.4%$184.2B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3BSMLFiShares U.S. Small-Cap Equity Factor ETFReadDesk0.15%0.98%+0.9%+16.5%+17.6%+20.9%+9.4%−8.7%$4.3BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
VTV vs SCHVYTDVanguardVTVVA+22.3%vsBSSCHVSchwab+19.9%Jan 1Nov 11+22.3%+19.9%+22.3%Year to date+19.9%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: SCHD, SMLF, VTVToday17.9%most shared, SCHD and VTVSCHDSMLFVTVSCHD—2.6%17.9%SMLF2.6%—0.1%VTV17.9%0.1%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287VTV$181 − $3 = $178SMLF$98 − $15 = $83KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee