SCHD vs SMLL5YSCHDSCHDAvsBSMLLSMLLSchwab U.S. Dividend Equity ETF · $123BHarbor Active Small Cap ETF (SMLL) · $14MReturns · dividends in+19.5%3 years · per year$17,062 · […][…]+10.4%5 years · per year$16,428 · […][…]Cost and income0.06%Expense ratio$6 · $80 on $10k · lower wins0.80%2.94%12-mo yield$294 · $208 on $10k2.08%
Overlap: SCHD, SMLL, VTVToday17.9%most shared, SCHD and VTVSCHDSMLLVTVSCHD—0.2%17.9%SMLL0.2%—0.1%VTV17.9%0.1%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SCHD vs SMLL5YASCHDSchwab U.S. Dividend Equity$16,428vsSMLLBHarbor Active Small Cap ETF (SMLL)[…]MeasureSCHDSMLLFee0.06%0.80%Cost on $10k a year$6$80Yield2.94%2.08%5 years, per year+10.4%[…]3 years, per year+19.5%[…]Worst drop · 1Y−6.9%−12.1%Volatility · 1Y11.8%
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%1.83%+0.1%+21.0%+24.8%+20.7%+12.2%−6.4%$184.2B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B3BSMLLHarbor Active Small Cap ETF (SMLL)ReadDesk0.80%2.08%−0.8%+14.1%+17.2%newnew−12.1%$14MEnd-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▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.83%+0.1%+21.0%+24.8%+20.7%+12.2%−6.4%$184.2B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B3BSMLLHarbor Active Small Cap ETF (SMLL)ReadDesk0.80%2.08%−0.8%+14.1%+17.2%newnew−12.1%$14MEnd-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%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
VTV vs SCHVYTDVanguardVTVVA+21.0%vsBSSCHVSchwab+18.8%Jan 1Nov 10+21.0%+18.8%+21.0%Year to date+18.8%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-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%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: SCHD, SMLL, VTVToday17.9%most shared, SCHD and VTVSCHDSMLLVTVSCHD—0.2%17.9%SMLL0.2%—0.1%VTV17.9%0.1%—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 = $288VTV$183 − $3 = $180SMLL$208 − $80 = $128KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee