SCHD vs USMF5YSCHDSCHDAvsBUSMFUSMFSchwab U.S. Dividend Equity ETF · $124BWisdomTree U.S. Multifactor Fund · $232MReturns · dividends in+20.2%3 years · per year$17,374 · $13,579+10.7%+10.4%5 years · per year$16,418 · $13,172+5.7%Cost and income0.06%Expense ratio$6 · $28 on $10k · lower wins0.28%2.92%
Overlap: SCHD, USMF, VTVToday19.3%most shared, USMF and VTVSCHDUSMFVTVSCHD—8.1%17.9%USMF8.1%—19.3%VTV17.9%19.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SCHD vs USMF5YASCHDSchwab U.S. Dividend Equity$16,418vsUSMFBWisdomTree U.S. Multifactor Fund$13,172$10k$13k$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%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B3BUSMFWisdomTree U.S. Multifactor FundReadDesk0.28%1.31%−0.3%−0.4%−0.4%+10.7%+5.7%−10.6%$232MEnd-of-day Nov 13, 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%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B3BUSMFWisdomTree U.S. Multifactor FundReadDesk0.28%1.31%−0.3%−0.4%−0.4%+10.7%+5.7%−10.6%$232MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: SCHD, USMF, VTVToday19.3%most shared, USMF and VTVSCHDUSMFVTVSCHD—8.1%17.9%USMF8.1%—19.3%VTV17.9%19.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286VTV$181 − $3 = $178USMF$131 − $28 = $103KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee