SVAL vs SCHD5YSVALSVALAvsBSCHDSCHDiShares US Small Cap Value Factor ETF · $163MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+19.6%3 years · per year$17,116 · $17,257+19.9%+7.8%5 years · per year$14,574 · $16,429+10.4%Cost and income0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%2.20%12-mo yield$220 · $293 on $10k
Overlap: SVAL, SCHD, IJHToday3.5%most shared, SCHD and IJHSVALSCHDIJHSVAL—0.3%2.0%SCHD0.3%—3.5%IJH2.0%3.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SVAL vs SCHD5YASVALiShares US Small Cap Value Factor$14,574vsSCHDBSchwab U.S. Dividend Equity$16,429$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%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B2ASVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%−0.7%+25.0%+29.4%+19.6%+7.8%−9.0%$163M3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$124.0BEnd-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▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B2ASVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%−0.7%+25.0%+29.4%+19.6%+7.8%−9.0%$163M3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$124.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 13+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 13+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 13, 2026
Overlap: SVAL, SCHD, IJHToday3.5%most shared, SCHD and IJHSVALSCHDIJHSVAL—0.3%2.0%SCHD0.3%—3.5%IJH2.0%3.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287SVAL$220 − $20 = $200IJH$122 − $5 = $117KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee